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 29, 2020
Q4 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$6.1K - $6.71K
|
200
$7.46K
|
|
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$15.2K - $16.8K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-592Closed |
$18K - $19.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-4.9KClosed |
$149K - $165K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-38.6KClosed |
$1.18M - $1.3M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8.5KNew |
$259K - $285K
|
8.5K
$317K
|
|
|
Feb 14, 2019
Q4 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5.8KClosed |
$177K - $195K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Srb Corp
Boston, MA |
SELL
|
- |
-12.5KClosed |
$381K - $420K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
22.7KNew |
$693K - $763K
|
22.7K
$848K
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-314Closed |
$9.57K - $10.5K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250New |
$7.62K - $8.39K
|
250
$9.33K
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-253Closed |
$7.71K - $8.49K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-588Closed |
$17.9K - $19.7K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.45KClosed |
$197K - $216K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-325Closed |
$9.91K - $10.9K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11KClosed |
$334K - $368K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-50Closed |
$1.52K - $1.68K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-771Closed |
$23.5K - $25.9K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.23KClosed |
$68.1K - $75K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07KClosed |
$91.1K - $97.7K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.6KClosed |
$314K - $337K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
89.7KNew |
$2.66M - $2.86M
|
89.7K
$3.35M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.73KClosed |
$80.9K - $86.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-147Closed |
$4.36K - $4.68K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-346Closed |
$10.3K - $11K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-18KClosed |
$534K - $572K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-301Closed |
$8.93K - $9.58K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-202Closed |
$6K - $6.43K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-5.72KClosed |
$170K - $182K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-305Closed |
$9.05K - $9.71K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.1KClosed |
$151K - $162K
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-66Closed |
$1.96K - $2.1K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Mc Adam, LLC
|
SELL
|
- |
-500Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
3New |
$89 - $95.5
|
3
$112
|
|
| Q2 2018 | |||||||
|
Sep 17, 2018
Q2 2018
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15.7KClosed |
$422K - $476K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-9.36KClosed |
$252K - $284K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.02MClosed |
$27.4M - $30.9M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-99KClosed |
$2.67M - $3.01M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-17.6KClosed |
$474K - $535K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Wafra Inc.
New York, NY |
SELL
|
- |
-328KClosed |
$8.83M - $9.96M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-38.9KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
201New |
$5.41K - $6.11K
|
201
$7.5K
|
|
|
Jul 25, 2018
Q2 2018
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.26KClosed |
$142K - $160K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-42.8KClosed |
$1.1M - $1.21M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-118Closed |
$3.03K - $3.33K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-112Closed |
$2.87K - $3.16K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$371K - $409K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-16.6KClosed |
$426K - $469K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.8KClosed |
$123K - $136K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.55KClosed |
$194K - $213K
|
0
$0
|
|