Purchases and Sales Made in Q1 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2022. The information is specifically focused on institutions that hold shares of EXELON CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.11% |
$396 - $476
|
9.24K
$345K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 0.78% |
$356 - $429
|
1.17K
$43.5K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.1% |
$316 - $381
|
8.36K
$312K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 1.83% |
$277 - $333
|
389
$14.5K
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.09% |
$277 - $333
|
7.7K
$287K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.36% |
$277 - $333
|
1.97K
$73.4K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7+ 0.14% |
$277 - $333
|
5.18K
$193K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.7% |
$277 - $333
|
1.01K
$37.5K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 28.57% |
$237 - $286
|
27
$1.01K
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
6+ 0.08% |
$237 - $286
|
7.2K
$269K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.12% |
$198 - $238
|
4.08K
$152K
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5+ 0.1% |
$198 - $238
|
4.9K
$183K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5+ 0.73% |
$198 - $238
|
688
$25.7K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.21% |
$198 - $238
|
2.42K
$90.2K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.83% |
$158 - $191
|
484
$18.1K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
4+ 0.05% |
$158 - $191
|
8.52K
$318K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$158 - $191
|
6.02K
$225K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$158 - $191
|
4
$149
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$158 - $191
|
3.45K
$129K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.4% |
$119 - $143
|
753
$28.1K
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$119 - $143
|
10.6K
$396K
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.04% |
$79.1 - $95.3
|
4.56K
$170K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.23% |
$79.1 - $95.3
|
858
$32K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.37% |
$79.1 - $95.3
|
536
$20K
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
6.97K
$260K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.47% |
$39.6 - $47.6
|
215
$8.02K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$39.6 - $47.6
|
1
$37.3
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
14.6K
$545K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
19.4K
$725K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$39.6 - $47.6
|
412
$15.4K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.6
|
5.51K
$206K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
8.16K
$304K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
15.4K
$573K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.23% |
$39.6 - $47.6
|
82
$3.06K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.89% |
$39.6 - $47.6
|
113
$4.22K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.6
|
6.84K
$255K
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.84% |
$119 - $143
|
355
$13.2K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 8.62% |
$198 - $238
|
53
$1.98K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-8- 1.3% |
$316 - $381
|
608
$22.7K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9- 0.06% |
$356 - $429
|
14.5K
$542K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-18- 0.12% |
$712 - $857
|
14.9K
$557K
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-20- 0.37% |
$791 - $953
|
5.45K
$203K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21Closed |
$831 - $1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24- 0.45% |
$949 - $1.14K
|
5.31K
$198K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-26- 0.59% |
$1.03K - $1.24K
|
4.38K
$163K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-28Closed |
$1.11K - $1.33K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.53% |
$1.15K - $1.38K
|
5.48K
$204K
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-30- 34.09% |
$1.19K - $1.43K
|
58
$2.16K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-32- 7.27% |
$1.27K - $1.52K
|
408
$15.2K
|