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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.42% |
$908 - $1.01K
|
6.39K
$274K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 1.92% |
$24.1K - $26.9K
|
38K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832- 50.0% |
$28K - $31.3K
|
832
$35.7K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-68- 0.94% |
$2.29K - $2.55K
|
7.15K
$307K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230New |
$7.73K - $8.64K
|
230
$9.88K
|
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$8.41M - $9.39M
|
250K
$10.7M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-75.6K- 97.17% |
$2.54M - $2.84M
|
2.2K
$94.5K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.98% |
$5.72K - $6.39K
|
17.5K
$751K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$1.29K
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 4.57% |
$6.72K - $7.51K
|
4.17K
$179K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$23.5K - $26.3K
|
700
$30.1K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-560- 37.63% |
$18.8K - $21K
|
928
$39.9K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-39.8K- 82.87% |
$1.34M - $1.49M
|
8.22K
$353K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.13K- 69.23% |
$37.8K - $42.3K
|
500
$21.5K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$231K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.9KNew |
$939K - $1.05M
|
27.9K
$1.2M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50K+ 548.76% |
$1.68M - $1.88M
|
59.1K
$2.54M
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 5.43% |
$2.25K - $2.52K
|
1.3K
$55.9K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
310+ 2.15% |
$10.4K - $11.6K
|
14.7K
$633K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.04K - $5.64K
|
150
$6.44K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
870K+ 6.56% |
$30M - $35.7M
|
14.1M
$607M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.52KNew |
$52.2K - $62.2K
|
1.52K
$65.1K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.54KNew |
$52.9K - $63K
|
1.54K
$66K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1- 0.02% |
$34.5 - $41
|
6.26K
$269K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
215New |
$7.41K - $8.82K
|
215
$9.23K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.7KNew |
$58.5K - $69.7K
|
1.7K
$73K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.49KNew |
$51.4K - $61.2K
|
1.49K
$64.1K
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-64- 17.58% |
$2.2K - $2.62K
|
300
$12.9K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40New |
$1.38K - $1.64K
|
40
$1.72K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$390K - $464K
|
11.3K
$487K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12KNew |
$413K - $492K
|
12K
$515K
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-32.2K- 65.98% |
$1.11M - $1.32M
|
16.6K
$712K
|
|
Feb 14, 2024
Q4 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-19.8K- 33.59% |
$683K - $813K
|
39.2K
$1.68M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
935New |
$32.2K - $38.3K
|
935
$40.2K
|
|
Feb 14, 2024
Q4 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
42.8KNew |
$1.47M - $1.75M
|
42.8K
$1.84M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
72New |
$2.48K - $2.95K
|
72
$3.09K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
275K+ 2.91% |
$9.47M - $11.3M
|
9.71M
$417M
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-24.1K- 16.64% |
$830K - $988K
|
121K
$5.18M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
9.9KNew |
$341K - $406K
|
9.9K
$425K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
104New |
$3.58K - $4.26K
|
104
$4.47K
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
33.9KNew |
$1.17M - $1.39M
|
33.9K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
61.9KNew |
$2.13M - $2.54M
|
61.9K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
16.7KNew |
$575K - $685K
|
16.7K
$717K
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.66KNew |
$195K - $232K
|
5.66K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20.8KNew |
$715K - $851K
|
20.8K
$892K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
12.1K+ 504.17% |
$417K - $496K
|
14.5K
$623K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.02KNew |
$35.2K - $41.9K
|
1.02K
$43.9K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.1KNew |
$37.9K - $45.1K
|
1.1K
$47.2K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$410K - $488K
|
11.9K
$511K
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
277KNew |
$9.56M - $11.4M
|
277K
$11.9M
|