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 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
$7.88K
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$275K - $312K
|
10K
$394K
|
|
|
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
$15.6M
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
556KNew |
$14.2M - $17.4M
|
556K
$21.9M
|
|
|
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
$214K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-768Closed |
$19.6K - $24K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-60.7KClosed |
$1.55M - $1.9M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-31.1KClosed |
$795K - $973K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Point State Capital LP
New York, NY |
SELL
|
CALL |
-1MClosed |
$25.6M - $31.3M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-6.98KClosed |
$178K - $218K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-56.9KClosed |
$1.45M - $1.78M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.23KClosed |
$134K - $164K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-133Closed |
$3.4K - $4.16K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.58KNew |
$40.3K - $49.3K
|
1.58K
$62K
|
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-863Closed |
$22.1K - $27K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-8.87KClosed |
$227K - $277K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-896Closed |
$22.9K - $28K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-397KClosed |
$10.1M - $12.4M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.51KClosed |
$141K - $172K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.75KClosed |
$44.7K - $54.7K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-129KClosed |
$3.29M - $4.02M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bank Of The West
|
SELL
|
- |
-9.03KClosed |
$231K - $282K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-297Closed |
$7.59K - $9.29K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-600Closed |
$15.3K - $18.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.47KClosed |
$37.5K - $45.8K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-200Closed |
$5.11K - $6.25K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
812New |
$20.8K - $25.4K
|
812
$32K
|
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-14.6KClosed |
$373K - $456K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-381Closed |
$9.74K - $11.9K
|
0
$0
|
|
|
Jan 06, 2021
Q4 2020
|
First American Bank
Dundee, IL |
SELL
|
- |
-28.6KClosed |
$731K - $895K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-558Closed |
$14.3K - $17.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-660- 68.75% |
$16.2K - $18.5K
|
300
$11.8K
|
|
|
Nov 17, 2020
Q3 2020
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6KClosed |
$148K - $169K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-10.3KClosed |
$254K - $291K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Jet Capital Investors L P
New York, NY |
SELL
|
- |
-520KClosed |
$12.8M - $14.6M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.71MClosed |
$41.9M - $47.9M
|
0
$0
|
|