Latest Institutional Transactions on Exelon Corp (EXC)
This table provides information on the latest institutional transactions involving Exelon Corp (EXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
215KNew |
$8.44M - $9.38M
|
215K
$8.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.23KNew |
$205K - $228K
|
5.23K
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-237Closed |
$9.3K - $10.3K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.85% |
$118 - $131
|
354
$13.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-19- 0.34% |
$746 - $829
|
5.5K
$217K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$242K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
7+ 0.09% |
$275 - $305
|
8.1K
$319K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 0.17% |
$1.3K - $1.44K
|
19.9K
$782K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449New |
$17.6K - $19.6K
|
449
$17.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 23.0% |
$1.81K - $2.01K
|
246
$9.69K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
230New |
$9.03K - $10K
|
230
$9.06K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-710- 96.86% |
$27.9K - $31K
|
23
$906
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$78.5 - $87.2
|
312
$12.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$157 - $174
|
7.86K
$309K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 9.76% |
$157 - $174
|
45
$1.77K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 3.46% |
$7.85K - $8.72K
|
5.59K
$220K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-390K- 33.23% |
$15.3M - $17.2M
|
785K
$30.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 0.75% |
$470 - $530
|
1.61K
$63.6K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.74K+ 19.02% |
$186K - $209K
|
29.6K
$1.17M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-14.7KClosed |
$576K - $649K
|
0
$0
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
64.8K+ 8.24% |
$2.54M - $2.86M
|
852K
$33.5M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
358+ 328.44% |
$14K - $15.8K
|
467
$18.4K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
95New |
$3.72K - $4.19K
|
95
$3.74K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20.5K+ 68.56% |
$804K - $905K
|
50.4K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
60+ 0.71% |
$2.35K - $2.65K
|
8.45K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 0.77% |
$392 - $442
|
1.29K
$51K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
139+ 1.59% |
$5.45K - $6.14K
|
8.88K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
8.27KNew |
$324K - $365K
|
8.27K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
13.6K+ 181.33% |
$533K - $600K
|
21.1K
$831K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.95K- 4.51% |
$116K - $130K
|
62.5K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
393New |
$15.4K - $17.4K
|
393
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
175+ 3.33% |
$6.86K - $7.73K
|
5.43K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
504New |
$19.8K - $22.3K
|
504
$19.8K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
479New |
$18.8K - $21.1K
|
479
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
120KNew |
$4.68M - $5.28M
|
120K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
CALL |
-152K- 43.21% |
$5.97M - $6.72M
|
200K
$7.88M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
617+ 2.83% |
$24.2K - $27.2K
|
22.4K
$883K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.27KNew |
$49.9K - $56.2K
|
1.27K
$50.2K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-114- 0.71% |
$4.47K - $5.03K
|
15.9K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
104+ 0.2% |
$4.08K - $4.59K
|
51.4K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25MNew |
$980M - $1.1B
|
25M
$985M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$470 - $530
|
12
$473
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-450- 5.83% |
$17.6K - $19.9K
|
7.27K
$286K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
593New |
$23.2K - $26.2K
|
593
$23.4K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
5.25KNew |
$206K - $232K
|
5.25K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.76K+ 46.32% |
$344K - $387K
|
27.7K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-22- 3.42% |
$862 - $971
|
622
$24.5K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$470 - $530
|
12
$473
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
120New |
$4.7K - $5.3K
|
120
$4.73K
|
|