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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.29KNew |
$247K - $274K
|
6.29K
$244K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.63KNew |
$221K - $246K
|
5.63K
$218K
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.23KNew |
$205K - $228K
|
5.23K
$202K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$200K - $222K
|
5.09K
$197K
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.51KNew |
$177K - $196K
|
4.51K
$174K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
PUT |
4.5KNew |
$177K - $196K
|
4.5K
$174K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.73KNew |
$67.7K - $75.2K
|
1.73K
$66.8K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.38K+ 49.77% |
$54.1K - $60.1K
|
4.15K
$161K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449New |
$17.6K - $19.6K
|
449
$17.4K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
426+ 189.33% |
$16.7K - $18.6K
|
651
$25.2K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
384New |
$15.1K - $16.7K
|
384
$14.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
383New |
$15K - $16.7K
|
383
$14.8K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$9.82K - $10.9K
|
250
$9.68K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
230New |
$9.03K - $10K
|
230
$8.9K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123+ 0.4% |
$4.83K - $5.36K
|
30.6K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
46+ 0.89% |
$1.81K - $2.01K
|
5.19K
$201K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 23.0% |
$1.81K - $2.01K
|
246
$9.52K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 0.17% |
$1.3K - $1.44K
|
19.9K
$769K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$707 - $785
|
18
$697
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
7+ 0.09% |
$275 - $305
|
8.1K
$314K
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$157 - $174
|
7.86K
$304K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 9.76% |
$157 - $174
|
45
$1.74K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.85% |
$118 - $131
|
354
$13.7K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$78.5 - $87.2
|
8.32K
$322K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.06% |
$78.5 - $87.2
|
3.48K
$135K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$78.5 - $87.2
|
312
$12.1K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25MNew |
$980M - $1.1B
|
25M
$968M
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
120KNew |
$4.68M - $5.28M
|
120K
$4.63M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
111KNew |
$4.35M - $4.9M
|
111K
$4.29M
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
64.8K+ 8.24% |
$2.54M - $2.86M
|
852K
$33M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20.5K+ 68.56% |
$804K - $905K
|
50.4K
$1.95M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
18.3KNew |
$717K - $807K
|
18.3K
$708K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
13.6K+ 181.33% |
$533K - $600K
|
21.1K
$817K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.76K+ 46.32% |
$344K - $387K
|
27.7K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
8.27KNew |
$324K - $365K
|
8.27K
$320K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
5.25KNew |
$206K - $232K
|
5.25K
$203K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$189K - $213K
|
4.83K
$187K
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.74K+ 19.02% |
$186K - $209K
|
29.6K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.27KNew |
$49.9K - $56.2K
|
1.27K
$49.3K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$47K - $53K
|
1.2K
$46.5K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.03K+ 155.27% |
$40.4K - $45.5K
|
1.7K
$65.6K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
798+ 798.0% |
$31.3K - $35.2K
|
898
$34.8K
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
617+ 2.83% |
$24.2K - $27.2K
|
22.4K
$868K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
593New |
$23.2K - $26.2K
|
593
$23K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
560+ 767.12% |
$22K - $24.7K
|
633
$24.5K
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
504New |
$19.8K - $22.3K
|
504
$19.5K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
479New |
$18.8K - $21.1K
|
479
$18.5K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
393New |
$15.4K - $17.4K
|
393
$15.2K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
358+ 328.44% |
$14K - $15.8K
|
467
$18.1K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$7.84K - $8.83K
|
200
$7.74K
|