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 29, 2021
Q2 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-425- 8.42% |
$13.1K - $14.3K
|
4.63K
$173K
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-181- 37.71% |
$5.57K - $6.08K
|
299
$11.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-50.6KClosed |
$1.56M - $1.7M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.85KClosed |
$56.9K - $62.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-33Closed |
$1.01K - $1.11K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.85KNew |
$241K - $264K
|
7.85K
$293K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$421K - $460K
|
13.7K
$511K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.43KClosed |
$74.6K - $81.5K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.2KClosed |
$221K - $242K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-239Closed |
$7.35K - $8.03K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
79New |
$2.17K - $2.47K
|
79
$2.95K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-121Closed |
$3.33K - $3.78K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-651Closed |
$17.9K - $20.3K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.04KClosed |
$166K - $189K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-610Closed |
$16.8K - $19K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-121Closed |
$3.33K - $3.78K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-10KClosed |
$276K - $313K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-747Closed |
$20.6K - $23.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$13.8M - $15.6M
|
500K
$18.7M
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-135KClosed |
$3.7M - $4.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-29Closed |
$798 - $905
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1K- 4.31% |
$27.5K - $31.2K
|
22.2K
$828K
|
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-59.1KClosed |
$1.63M - $1.85M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.07KClosed |
$57.1K - $64.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-110Closed |
$3.03K - $3.43K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-343Closed |
$9.44K - $10.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-612Closed |
$16.8K - $19.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-7.43KClosed |
$204K - $232K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-151Closed |
$4.16K - $4.71K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.14KClosed |
$142K - $161K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-626Closed |
$17.2K - $19.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-918Closed |
$25.3K - $28.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.88KClosed |
$107K - $121K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-159Closed |
$4.38K - $4.96K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11.7KClosed |
$322K - $365K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08KClosed |
$29.8K - $33.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.49KClosed |
$41K - $46.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.9KClosed |
$79.8K - $90.5K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.6KClosed |
$209K - $237K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.68KClosed |
$46.3K - $52.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-29Closed |
$798 - $905
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-15KClosed |
$413K - $468K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.31KClosed |
$36.1K - $40.9K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$5.51K - $6.24K
|
200
$7.46K
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$275K - $312K
|
10K
$373K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.73KClosed |
$47.7K - $54.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
396KNew |
$10.1M - $12.4M
|
396K
$14.8M
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
556KNew |
$14.2M - $17.4M
|
556K
$20.7M
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.03KClosed |
$26.4K - $32.3K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.42KNew |
$139K - $170K
|
5.42K
$202K
|
|