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 |
---|---|---|---|---|---|---|---|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
484New |
$17.2K - $20.9K
|
484
$18.7K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
422New |
$15K - $18.2K
|
422
$16.3K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
282New |
$10K - $12.2K
|
282
$10.9K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
279+ 28.3% |
$9.92K - $12.1K
|
1.27K
$49K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
268+ 243.64% |
$9.52K - $11.6K
|
378
$14.6K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
258New |
$9.17K - $11.2K
|
258
$9.99K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
256+ 1347.37% |
$9.1K - $11.1K
|
275
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246New |
$8.74K - $10.6K
|
246
$9.52K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
199New |
$7.07K - $8.6K
|
199
$7.7K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
165New |
$5.86K - $7.13K
|
165
$6.39K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$3.55K - $4.32K
|
100
$3.87K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
69New |
$2.45K - $2.98K
|
69
$2.67K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.49% |
$924 - $1.12K
|
5.39K
$208K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$817 - $994
|
23
$890
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$746 - $908
|
21
$813
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.79% |
$569 - $692
|
2.05K
$79.2K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.11% |
$284 - $346
|
7.63K
$295K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$142 - $173
|
4
$155
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.77% |
$71.1 - $86.5
|
263
$10.2K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
837KNew |
$31.3M - $39.1M
|
837K
$32.4M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
97.9KNew |
$3.67M - $4.57M
|
97.9K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
96KNew |
$3.6M - $4.48M
|
96K
$3.72M
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
59.1KNew |
$2.21M - $2.76M
|
59.1K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$1.87M - $2.34M
|
50K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
40.6KNew |
$1.52M - $1.9M
|
40.6K
$1.57M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.2KNew |
$906K - $1.13M
|
24.2K
$937K
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.6KNew |
$885K - $1.1M
|
23.6K
$915K
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$613K - $764K
|
16.4K
$633K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
14.5KNew |
$543K - $677K
|
14.5K
$561K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.77KNew |
$253K - $316K
|
6.77K
$262K
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.48K+ 10.36% |
$243K - $303K
|
69K
$2.67M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.56KNew |
$208K - $260K
|
5.56K
$215K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.46KNew |
$204K - $255K
|
5.46K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$187K - $234K
|
5K
$194K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.64K+ 56.31% |
$174K - $217K
|
12.9K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.03KNew |
$151K - $188K
|
4.03K
$156K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.94K+ 76.54% |
$148K - $184K
|
9.08K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.93K+ 26.21% |
$147K - $183K
|
18.9K
$732K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.84K+ 20.54% |
$144K - $179K
|
22.5K
$873K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.81KNew |
$105K - $131K
|
2.81K
$109K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.8KNew |
$105K - $131K
|
2.8K
$108K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.51KNew |
$94K - $117K
|
2.51K
$97.1K
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.44K+ 134.73% |
$91.3K - $114K
|
4.24K
$164K
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.54K+ 7.13% |
$57.6K - $71.8K
|
23.1K
$894K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
976+ 5.35% |
$36.6K - $45.6K
|
19.2K
$744K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
934+ 42.07% |
$35K - $43.6K
|
3.15K
$122K
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
687+ 1.73% |
$25.7K - $32.1K
|
40.3K
$1.56M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
687New |
$25.7K - $32.1K
|
687
$26.6K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
535+ 1.97% |
$20K - $25K
|
27.7K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
485+ 1.36% |
$18.2K - $22.6K
|
36.1K
$1.4M
|