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 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.7KNew |
$58.5K - $69.7K
|
1.7K
$73.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.54KNew |
$52.9K - $63K
|
1.54K
$66.8K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.52KNew |
$52.2K - $62.2K
|
1.52K
$65.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.49KNew |
$51.4K - $61.2K
|
1.49K
$64.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.1KNew |
$37.9K - $45.1K
|
1.1K
$47.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 7.7% |
$37.2K - $44.2K
|
15.1K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.02KNew |
$35.2K - $41.9K
|
1.02K
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
935New |
$32.2K - $38.3K
|
935
$40.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 13.81% |
$26.2K - $31.2K
|
6.27K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
617New |
$21.3K - $25.3K
|
617
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
550New |
$18.9K - $22.6K
|
550
$23.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
497New |
$17.1K - $20.4K
|
497
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
350New |
$12.1K - $14.4K
|
350
$15.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
253New |
$8.72K - $10.4K
|
253
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
226New |
$7.79K - $9.27K
|
226
$9.82K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
215New |
$7.41K - $8.82K
|
215
$9.34K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200New |
$6.89K - $8.2K
|
200
$8.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
140New |
$4.82K - $5.74K
|
140
$6.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
125New |
$4.31K - $5.13K
|
125
$5.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$3.72K - $4.43K
|
108
$4.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
104New |
$3.58K - $4.26K
|
104
$4.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
72New |
$2.48K - $2.95K
|
72
$3.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
50+ 1.76% |
$1.72K - $2.05K
|
2.89K
$125K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40New |
$1.38K - $1.64K
|
40
$1.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 0.39% |
$896 - $1.07K
|
6.69K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.44% |
$655 - $779
|
1.34K
$58.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 19.35% |
$620 - $738
|
111
$4.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 3.83% |
$345 - $410
|
271
$11.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.16% |
$138 - $164
|
2.45K
$106K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
751KNew |
$28.4M - $32.5M
|
751K
$32.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
434KNew |
$16.4M - $18.8M
|
434K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
173K+ 4.37% |
$6.54M - $7.48M
|
4.13M
$179M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
52.8K+ 682.96% |
$2M - $2.28M
|
60.5K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
42.7KNew |
$1.61M - $1.85M
|
42.7K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
28.6KNew |
$1.08M - $1.24M
|
28.6K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
21.1K+ 1.59% |
$797K - $912K
|
1.35M
$58.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
20.1KNew |
$760K - $868K
|
20.1K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
18.1K+ 34.88% |
$683K - $781K
|
69.9K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.1KNew |
$532K - $608K
|
14.1K
$611K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.84KNew |
$259K - $296K
|
6.84K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.51KNew |
$246K - $281K
|
6.51K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $232K
|
5.37K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$141K - $161K
|
3.73K
$162K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.78K+ 9.01% |
$105K - $120K
|
33.6K
$1.46M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.21K+ 37.58% |
$83.6K - $95.6K
|
8.1K
$352K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.15KNew |
$81.1K - $92.7K
|
2.15K
$93.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.12K+ 33.58% |
$80.2K - $91.7K
|
8.44K
$367K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.1K+ 4.59% |
$79.4K - $90.8K
|
47.9K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
1.76KNew |
$66.4K - $75.9K
|
1.76K
$76.3K
|
|