Latest Institutional Purchases of Exelon Corp (EXC)
This list provides information on the latest institutional transactions involving Exelon Corp (EXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.24KNew |
$298K - $338K
|
8.24K
$354K
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
7.78KNew |
$282K - $319K
|
7.78K
$334K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.25K+ 144.34% |
$263K - $297K
|
12.3K
$527K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.63KNew |
$240K - $271K
|
6.63K
$285K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.5KNew |
$235K - $266K
|
6.5K
$279K
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
6KNew |
$217K - $246K
|
6K
$258K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
6KNew |
$217K - $246K
|
6K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.64KNew |
$204K - $231K
|
5.64K
$242K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
5.37KNew |
$195K - $220K
|
5.37K
$231K
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
5K+ 71.43% |
$181K - $205K
|
12K
$515K
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.96K+ 40.71% |
$180K - $203K
|
17.1K
$736K
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
4.63KNew |
$168K - $190K
|
4.63K
$199K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.58KNew |
$166K - $188K
|
4.58K
$197K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.1K+ 820.0% |
$149K - $168K
|
4.6K
$198K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.11K+ 48.08% |
$113K - $127K
|
9.58K
$412K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.68K+ 24.55% |
$97K - $110K
|
13.6K
$584K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 10.56% |
$78.2K - $88.5K
|
22.6K
$971K
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.03K+ 496.81% |
$73.4K - $83K
|
2.44K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.43KNew |
$51.9K - $58.7K
|
1.43K
$61.5K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.33K+ 15.39% |
$48.2K - $54.5K
|
9.98K
$429K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.28KNew |
$46.4K - $52.4K
|
1.28K
$55K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.17KNew |
$42.4K - $47.9K
|
1.17K
$50.3K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
893New |
$32.3K - $36.6K
|
893
$38.4K
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
800+ 99.75% |
$29K - $32.8K
|
1.6K
$68.8K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$29K - $32.8K
|
800
$34.4K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
750New |
$27.2K - $30.7K
|
750
$32.2K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
718+ 12.5% |
$26K - $29.4K
|
6.46K
$278K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
627+ 9.72% |
$22.7K - $25.7K
|
7.08K
$304K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 6.12% |
$21.7K - $24.6K
|
10.4K
$447K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
600+ 20.8% |
$21.7K - $24.6K
|
3.49K
$150K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
561+ 2.63% |
$20.3K - $23K
|
21.9K
$940K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$17.6K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.15% |
$14.5K - $16.4K
|
273K
$11.7M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
389+ 7.34% |
$14.1K - $15.9K
|
5.69K
$244K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
335New |
$12.1K - $13.7K
|
335
$14.4K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
327+ 8175.0% |
$11.8K - $13.4K
|
331
$14.2K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
312+ 312.0% |
$11.3K - $12.8K
|
412
$17.7K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$11.8K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
275+ 12.6% |
$9.96K - $11.3K
|
2.46K
$106K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
244New |
$8.84K - $10K
|
244
$10.5K
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
210New |
$7.61K - $8.6K
|
210
$9.02K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
204New |
$7.39K - $8.36K
|
204
$8.76K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$7.24K - $8.19K
|
200
$8.59K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181New |
$6.56K - $7.42K
|
181
$7.77K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
156+ 0.38% |
$5.65K - $6.39K
|
41.2K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
155+ 77.5% |
$5.61K - $6.35K
|
355
$15.2K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136New |
$4.93K - $5.57K
|
136
$5.84K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
111New |
$4.02K - $4.55K
|
111
$4.77K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$3.84K - $4.34K
|
106
$4.55K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.62K - $4.1K
|
100
$4.3K
|