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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-17.6KClosed |
$562K - $638K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-223K- 47.16% |
$7.13M - $8.09M
|
250K
$9.33M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-302Closed |
$9.65K - $11K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$799 - $907
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-24Closed |
$767 - $870
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-9.8KClosed |
$313K - $355K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-45.4KClosed |
$1.45M - $1.65M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-68Closed |
$2.17K - $2.47K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-104KClosed |
$3.32M - $3.77M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
222New |
$7.09K - $8.05K
|
222
$8.28K
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-62- 18.62% |
$1.98K - $2.25K
|
271
$10.1K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-22.4KClosed |
$715K - $811K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-131Closed |
$4.19K - $4.75K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-370Closed |
$11.8K - $13.4K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5.36KClosed |
$171K - $194K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$150K - $171K
|
4.7K
$175K
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
SELL
|
- |
-13.8KClosed |
$441K - $501K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-17.3KClosed |
$552K - $627K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 40.0% |
$6.39K - $7.25K
|
700
$26.1K
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-6.97KClosed |
$223K - $253K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.52KNew |
$112K - $128K
|
3.52K
$131K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-178Closed |
$5.69K - $6.46K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-500Closed |
$16K - $18.1K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$6.39K - $7.25K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$54.3K - $61.7K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-52Closed |
$1.66K - $1.89K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.62KClosed |
$265K - $289K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-92Closed |
$2.83K - $3.09K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-5.14KClosed |
$158K - $173K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-50KClosed |
$1.54M - $1.68M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.35KClosed |
$72.4K - $79.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-116KClosed |
$3.56M - $3.89M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.17KClosed |
$221K - $241K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-134Closed |
$4.12K - $4.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-81.4KClosed |
$2.5M - $2.74M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-193KClosed |
$5.93M - $6.48M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$1.6K - $1.75K
|
52
$1.94K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16Closed |
$492 - $538
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-6.93KClosed |
$213K - $233K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-29.1KClosed |
$895K - $978K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-200Closed |
$6.15K - $6.72K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-579Closed |
$17.8K - $19.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.16KClosed |
$35.6K - $38.9K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-43Closed |
$1.32K - $1.44K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-450Closed |
$13.8K - $15.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Boundary Creek Advisors LP
|
SELL
|
- |
-107KClosed |
$3.3M - $3.61M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.49KClosed |
$45.9K - $50.2K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-6.2KClosed |
$191K - $208K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-284Closed |
$8.73K - $9.54K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-58Closed |
$1.78K - $1.95K
|
0
$0
|