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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$56.7K - $64.8K
|
1.5K
$65.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$54.9K - $62.8K
|
1.45K
$63.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 9.9% |
$48.4K - $55.4K
|
14.2K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.18K+ 18.5% |
$44.4K - $50.8K
|
7.53K
$327K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$37.8K - $43.2K
|
1K
$43.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
943+ 2.19% |
$35.6K - $40.7K
|
44K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$20.8K - $23.8K
|
550
$23.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
406New |
$15.3K - $17.5K
|
406
$17.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
400+ 98.77% |
$15.1K - $17.3K
|
805
$35K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350New |
$13.2K - $15.1K
|
350
$15.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
241+ 3.21% |
$9.11K - $10.4K
|
7.74K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
205New |
$7.75K - $8.86K
|
205
$8.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200+ 172.41% |
$7.56K - $8.64K
|
316
$13.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
155New |
$5.86K - $6.7K
|
155
$6.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119+ 5.62% |
$4.5K - $5.14K
|
2.24K
$97.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113New |
$4.27K - $4.88K
|
113
$4.91K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
108New |
$4.08K - $4.67K
|
108
$4.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 31.98% |
$2.68K - $3.07K
|
293
$12.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
57+ 4.45% |
$2.15K - $2.46K
|
1.34K
$58.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$1.02K - $1.17K
|
27
$1.17K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$869 - $994
|
23
$999
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$869 - $994
|
23
$999
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$265 - $302
|
5.38K
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6+ 0.08% |
$227 - $259
|
7.53K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$151 - $173
|
4
$174
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$75.6 - $86.4
|
5.74K
$249K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
219KNew |
$8.6M - $9.55M
|
219K
$9.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
215KNew |
$8.44M - $9.38M
|
215K
$9.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
136K+ 1.27% |
$5.35M - $5.95M
|
10.9M
$472M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
128K+ 45.35% |
$5.04M - $5.6M
|
411K
$17.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
109KNew |
$4.26M - $4.73M
|
109K
$4.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
45.8KNew |
$1.8M - $2M
|
45.8K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24K+ 90.35% |
$942K - $1.05M
|
50.6K
$2.2M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$663K - $737K
|
16.9K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$599K - $665K
|
15.2K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.29KNew |
$247K - $274K
|
6.29K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.63KNew |
$221K - $246K
|
5.63K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.23KNew |
$205K - $228K
|
5.23K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$200K - $222K
|
5.09K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.51KNew |
$177K - $196K
|
4.51K
$196K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
PUT |
4.5KNew |
$177K - $196K
|
4.5K
$195K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.73KNew |
$67.7K - $75.2K
|
1.73K
$74.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.38K+ 49.77% |
$54.1K - $60.1K
|
4.15K
$180K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449New |
$17.6K - $19.6K
|
449
$19.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
426+ 189.33% |
$16.7K - $18.6K
|
651
$28.3K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
384New |
$15.1K - $16.7K
|
384
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
383New |
$15K - $16.7K
|
383
$16.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$9.82K - $10.9K
|
250
$10.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
230New |
$9.03K - $10K
|
230
$9.99K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123+ 0.4% |
$4.83K - $5.36K
|
30.6K
$1.33M
|
|