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 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-69K- 9.72% |
$2.71M - $3.05M
|
641K
$25.2M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.03K+ 155.27% |
$40.4K - $45.5K
|
1.7K
$66.7K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
798+ 798.0% |
$31.3K - $35.2K
|
898
$35.4K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
85New |
$3.33K - $3.75K
|
85
$3.35K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 9.62% |
$196 - $221
|
47
$1.85K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.21K- 41.75% |
$322K - $363K
|
11.5K
$451K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-650- 10.4% |
$25.5K - $28.7K
|
5.6K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$47K - $53K
|
1.2K
$47.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-5.21KClosed |
$204K - $230K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-68- 1.22% |
$2.67K - $3K
|
5.5K
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
560+ 767.12% |
$22K - $24.7K
|
633
$24.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 5.13% |
$392 - $442
|
185
$7.29K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
26New |
$1.02K - $1.15K
|
26
$1.02K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$7.84K - $8.83K
|
200
$7.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
87New |
$3.41K - $3.84K
|
87
$3.43K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
16New |
$627 - $706
|
16
$630
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.27% |
$549 - $618
|
5.22K
$206K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
94New |
$3.68K - $4.15K
|
94
$3.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1.49K - $1.68K
|
38
$1.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
111KNew |
$4.35M - $4.9M
|
111K
$4.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-302- 4.96% |
$11.8K - $13.3K
|
5.79K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
49+ 0.89% |
$1.92K - $2.16K
|
5.57K
$219K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$4.31K - $4.86K
|
110
$4.33K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24+ 0.37% |
$941 - $1.06K
|
6.54K
$258K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
18.3KNew |
$717K - $807K
|
18.3K
$720K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 17.84% |
$49.5K - $55.8K
|
5.82K
$229K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$189K - $213K
|
4.83K
$190K
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-11.8KClosed |
$420K - $511K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
484New |
$17.2K - $20.9K
|
484
$19.1K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$70.9K - $86.2K
|
1.99K
$78.5K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.23KClosed |
$43.6K - $53K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
256+ 1347.37% |
$9.1K - $11.1K
|
275
$10.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$142 - $173
|
4
$158
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.84KNew |
$172K - $209K
|
4.84K
$191K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
165New |
$5.86K - $7.13K
|
165
$6.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7K+ 1064.14% |
$380K - $462K
|
11.7K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.49% |
$924 - $1.12K
|
5.39K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 14.65% |
$2.03K - $2.46K
|
332
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
106KNew |
$3.78M - $4.6M
|
106K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$196K - $238K
|
5.51K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
56K+ 8000.0% |
$1.99M - $2.42M
|
56.7K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-222K- 27.47% |
$7.89M - $9.59M
|
586K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
40KNew |
$1.42M - $1.73M
|
40K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
32.3KNew |
$1.15M - $1.4M
|
32.3K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24KNew |
$851K - $1.04M
|
24K
$943K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-56.4KClosed |
$2.01M - $2.44M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7K- 29.17% |
$249K - $303K
|
17K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246New |
$8.74K - $10.6K
|
246
$9.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-376K- 98.43% |
$13.4M - $16.2M
|
6K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
4.67KNew |
$166K - $202K
|
4.67K
$184K
|
|