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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.9KNew |
$174K - $212K
|
4.9K
$183K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
6.76KNew |
$240K - $292K
|
6.76K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.79% |
$569 - $692
|
2.05K
$76.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
279+ 28.3% |
$9.92K - $12.1K
|
1.27K
$47.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-86- 10.84% |
$3.06K - $3.72K
|
707
$26.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-390- 8.8% |
$13.9K - $16.9K
|
4.04K
$151K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.07KNew |
$180K - $219K
|
5.07K
$189K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4.72KNew |
$168K - $204K
|
4.72K
$176K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
5.01KNew |
$178K - $216K
|
5.01K
$187K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.97KNew |
$177K - $215K
|
4.97K
$185K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.98KNew |
$177K - $215K
|
4.98K
$186K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.65KNew |
$165K - $201K
|
4.65K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-69- 8.31% |
$2.45K - $2.98K
|
761
$28.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
750New |
$26.7K - $32.4K
|
750
$28K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
282New |
$10K - $12.2K
|
282
$10.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
189K+ 6.61% |
$6.71M - $8.16M
|
3.04M
$114M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$3.55K - $4.32K
|
100
$3.73K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.93K- 11.76% |
$68.6K - $83.4K
|
14.5K
$540K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.2K - $58.7K
|
1.36K
$50.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-206- 1.58% |
$7.32K - $8.91K
|
12.9K
$480K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$127K - $154K
|
3.57K
$133K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.69KNew |
$167K - $203K
|
4.69K
$175K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$746 - $908
|
21
$783
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-140- 8.38% |
$4.98K - $6.05K
|
1.53K
$57.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
69New |
$2.45K - $2.98K
|
69
$2.57K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
500New |
$17.8K - $21.6K
|
500
$18.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
2.05K+ 23.43% |
$72.9K - $88.6K
|
10.8K
$403K
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.48K+ 10.36% |
$243K - $303K
|
69K
$2.58M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
934+ 42.07% |
$35K - $43.6K
|
3.15K
$118K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
400+ 3.49% |
$15K - $18.7K
|
11.9K
$442K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-260- 5.6% |
$9.74K - $12.1K
|
4.39K
$164K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
134New |
$5.02K - $6.26K
|
134
$5K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.44K+ 134.73% |
$91.3K - $114K
|
4.24K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.84K- 97.58% |
$144K - $179K
|
95
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-37- 5.12% |
$1.39K - $1.73K
|
686
$25.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.6KNew |
$885K - $1.1M
|
23.6K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$112 - $140
|
861
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$613K - $764K
|
16.4K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.64K+ 56.31% |
$174K - $217K
|
12.9K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.93K+ 26.21% |
$147K - $183K
|
18.9K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.59KClosed |
$172K - $214K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
59.1KNew |
$2.21M - $2.76M
|
59.1K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.03KNew |
$151K - $188K
|
4.03K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
61+ 0.4% |
$2.29K - $2.85K
|
15.2K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
96KNew |
$3.6M - $4.48M
|
96K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.58K- 2.32% |
$134K - $167K
|
151K
$5.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
40.6KNew |
$1.52M - $1.9M
|
40.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$1.87M - $2.34M
|
50K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
227+ 0.27% |
$8.5K - $10.6K
|
84.5K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
535+ 1.97% |
$20K - $25K
|
27.7K
$1.03M
|
|