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 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.72KNew |
$111K - $136K
|
2.72K
$118K
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.1KNew |
$85.9K - $106K
|
2.1K
$91.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.2KNew |
$49.2K - $60.5K
|
1.2K
$52.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
900New |
$36.8K - $45.2K
|
900
$39.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
831New |
$34K - $41.8K
|
831
$36.1K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
653+ 1518.6% |
$26.7K - $32.8K
|
696
$30.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
635+ 17.36% |
$26K - $31.9K
|
4.29K
$186K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
427+ 85.4% |
$17.5K - $21.5K
|
927
$40.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
418New |
$17.1K - $21K
|
418
$18.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
276New |
$11.3K - $13.9K
|
276
$12K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
210+ 32.81% |
$8.59K - $10.6K
|
850
$36.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
166New |
$6.79K - $8.34K
|
166
$7.21K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
122New |
$4.99K - $6.13K
|
122
$5.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
108+ 12.59% |
$4.42K - $5.43K
|
966
$42K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93New |
$3.8K - $4.67K
|
93
$4.04K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18New |
$736 - $905
|
18
$782
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$40.9 - $50.3
|
4.46K
$194K
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
29.6K+ 98.73% |
$1.17M - $1.41M
|
59.6K
$2.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.49KNew |
$296K - $357K
|
7.49K
$325K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$219K - $264K
|
5.54K
$241K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
3.96KNew |
$156K - $188K
|
3.96K
$172K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
334New |
$13.2K - $15.9K
|
334
$14.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
256New |
$10.1K - $12.2K
|
256
$11.1K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
241New |
$9.53K - $11.5K
|
241
$10.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Corvex Management LP
New York, NY |
BUY
|
- |
48K+ 2.28% |
$1.63M - $1.98M
|
2.15M
$93.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
24.2KNew |
$821K - $997K
|
24.2K
$1.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
20.5KNew |
$696K - $845K
|
20.5K
$890K
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.8KNew |
$231K - $280K
|
6.8K
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.21KNew |
$75K - $91.1K
|
2.21K
$96K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
586New |
$19.9K - $24.1K
|
586
$25.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200New |
$6.79K - $8.24K
|
200
$8.69K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
179New |
$6.07K - $7.37K
|
179
$7.77K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
152New |
$5.16K - $6.26K
|
152
$6.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
100New |
$3.39K - $4.12K
|
100
$4.34K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
87New |
$2.95K - $3.58K
|
87
$3.78K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$1.36K - $1.65K
|
40
$1.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25New |
$848 - $1.03K
|
25
$1.09K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$679 - $824
|
20
$869
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.52KNew |
$112K - $128K
|
3.52K
$153K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
222New |
$7.09K - $8.05K
|
222
$9.64K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 40.0% |
$6.39K - $7.25K
|
700
$30.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$421K - $460K
|
13.7K
$595K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.85KNew |
$241K - $264K
|
7.85K
$341K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$1.6K - $1.75K
|
52
$2.26K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$13.8M - $15.6M
|
500K
$21.7M
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$275K - $312K
|
10K
$434K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$5.51K - $6.24K
|
200
$8.69K
|
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
79New |
$2.17K - $2.47K
|
79
$3.43K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
556KNew |
$14.2M - $17.4M
|
556K
$24.1M
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
396KNew |
$10.1M - $12.4M
|
396K
$17.2M
|
|