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 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
56K+ 8000.0% |
$1.99M - $2.42M
|
56.7K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
32.3KNew |
$1.15M - $1.4M
|
32.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24KNew |
$851K - $1.04M
|
24K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7K+ 1064.14% |
$380K - $462K
|
11.7K
$508K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
6.76KNew |
$240K - $292K
|
6.76K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$196K - $238K
|
5.51K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.11KNew |
$182K - $221K
|
5.11K
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.07KNew |
$180K - $219K
|
5.07K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.98KNew |
$177K - $215K
|
4.98K
$216K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.84KNew |
$172K - $209K
|
4.84K
$210K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.71KNew |
$167K - $203K
|
4.71K
$204K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.69KNew |
$167K - $203K
|
4.69K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
4.67KNew |
$166K - $202K
|
4.67K
$203K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.65KNew |
$165K - $201K
|
4.65K
$202K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$127K - $154K
|
3.57K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.69KNew |
$95.5K - $116K
|
2.69K
$117K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.99KNew |
$70.9K - $86.2K
|
1.99K
$86.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.2K - $58.7K
|
1.36K
$58.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.12K+ 15.71% |
$39.9K - $48.5K
|
8.27K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
750New |
$26.7K - $32.4K
|
750
$32.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
500New |
$17.8K - $21.6K
|
500
$21.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
484New |
$17.2K - $20.9K
|
484
$21K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
422New |
$15K - $18.2K
|
422
$18.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
282New |
$10K - $12.2K
|
282
$12.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
279+ 28.3% |
$9.92K - $12.1K
|
1.27K
$54.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
268+ 243.64% |
$9.52K - $11.6K
|
378
$16.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
258New |
$9.17K - $11.2K
|
258
$11.2K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
256+ 1347.37% |
$9.1K - $11.1K
|
275
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246New |
$8.74K - $10.6K
|
246
$10.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
165New |
$5.86K - $7.13K
|
165
$7.17K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$3.55K - $4.32K
|
100
$4.34K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
69New |
$2.45K - $2.98K
|
69
$3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.49% |
$924 - $1.12K
|
5.39K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$817 - $994
|
23
$999
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$746 - $908
|
21
$912
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.79% |
$569 - $692
|
2.05K
$88.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.11% |
$284 - $346
|
7.63K
$331K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$142 - $173
|
4
$174
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.77% |
$71.1 - $86.5
|
263
$11.4K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
837KNew |
$31.3M - $39.1M
|
837K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
96KNew |
$3.6M - $4.48M
|
96K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
59.1KNew |
$2.21M - $2.76M
|
59.1K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$1.87M - $2.34M
|
50K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
40.6KNew |
$1.52M - $1.9M
|
40.6K
$1.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.2KNew |
$906K - $1.13M
|
24.2K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.6KNew |
$885K - $1.1M
|
23.6K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
14.5KNew |
$543K - $677K
|
14.5K
$630K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.77KNew |
$253K - $316K
|
6.77K
$294K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.48K+ 10.36% |
$243K - $303K
|
69K
$3M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.56KNew |
$208K - $260K
|
5.56K
$241K
|
|