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 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
164+ 2.42% |
$6.71K - $8.24K
|
6.94K
$269K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
122New |
$4.99K - $6.13K
|
122
$4.72K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
108+ 12.59% |
$4.42K - $5.43K
|
966
$37.4K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93New |
$3.8K - $4.67K
|
93
$3.6K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
73New |
$2.99K - $3.67K
|
73
$2.83K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18New |
$736 - $905
|
18
$697
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
14+ 0.31% |
$573 - $704
|
4.54K
$176K
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$40.9 - $50.3
|
4.46K
$173K
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
29.6K+ 98.73% |
$1.17M - $1.41M
|
59.6K
$2.31M
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.49KNew |
$296K - $357K
|
7.49K
$290K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$219K - $264K
|
5.54K
$215K
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
3.96KNew |
$156K - $188K
|
3.96K
$153K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
334New |
$13.2K - $15.9K
|
334
$12.9K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
256New |
$10.1K - $12.2K
|
256
$9.91K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
241New |
$9.53K - $11.5K
|
241
$9.33K
|
|
Q4 2021 | |||||||
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
100KNew |
$3.39M - $4.12M
|
100K
$3.87M
|
|
Feb 14, 2022
Q4 2021
|
Corvex Management LP
New York, NY |
BUY
|
- |
48K+ 2.28% |
$1.63M - $1.98M
|
2.15M
$83.3M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
24.2KNew |
$821K - $997K
|
24.2K
$936K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
20.5KNew |
$696K - $845K
|
20.5K
$794K
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.8KNew |
$231K - $280K
|
6.8K
$263K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.21KNew |
$75K - $91.1K
|
2.21K
$85.5K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
630New |
$21.4K - $26K
|
630
$24.4K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
586New |
$19.9K - $24.1K
|
586
$22.7K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200New |
$6.79K - $8.24K
|
200
$7.74K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
179New |
$6.07K - $7.37K
|
179
$6.93K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
152New |
$5.16K - $6.26K
|
152
$5.88K
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
100New |
$3.39K - $4.12K
|
100
$3.87K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
87New |
$2.95K - $3.58K
|
87
$3.37K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$1.36K - $1.65K
|
40
$1.55K
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
27+ 0.59% |
$916 - $1.11K
|
4.58K
$177K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25New |
$848 - $1.03K
|
25
$968
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$679 - $824
|
20
$774
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$150K - $171K
|
4.7K
$182K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.52KNew |
$112K - $128K
|
3.52K
$136K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
222New |
$7.09K - $8.05K
|
222
$8.59K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 40.0% |
$6.39K - $7.25K
|
700
$27.1K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$421K - $460K
|
13.7K
$530K
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.85KNew |
$241K - $264K
|
7.85K
$304K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$1.6K - $1.75K
|
52
$2.01K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$13.8M - $15.6M
|
500K
$19.4M
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$275K - $312K
|
10K
$387K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$5.51K - $6.24K
|
200
$7.74K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
79New |
$2.17K - $2.47K
|
79
$3.06K
|
|
Q4 2020 | |||||||
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
556KNew |
$14.2M - $17.4M
|
556K
$21.5M
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
396KNew |
$10.1M - $12.4M
|
396K
$15.3M
|
|
Feb 17, 2021
Q4 2020
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.42KNew |
$139K - $170K
|
5.42K
$210K
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.58KNew |
$40.3K - $49.3K
|
1.58K
$61K
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
812New |
$20.8K - $25.4K
|
812
$31.4K
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$23.4K - $29.9K
|
1K
$38.7K
|
|
Nov 22, 2024
Q2 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|