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 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-209- 16.11% |
$8.27K - $9.95K
|
1.09K
$40.6K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-214- 60.62% |
$8.47K - $10.2K
|
139
$5.19K
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 2.7% |
$8.58K - $10.3K
|
7.82K
$292K
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-222- 1.95% |
$8.78K - $10.6K
|
11.2K
$417K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-223- 17.23% |
$8.82K - $10.6K
|
1.07K
$40K
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-225- 1.19% |
$8.9K - $10.7K
|
18.7K
$697K
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-233Closed |
$9.22K - $11.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-251- 26.45% |
$9.93K - $12K
|
698
$26K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-285- 1.22% |
$11.3K - $13.6K
|
23.1K
$863K
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-296- 3.55% |
$11.7K - $14.1K
|
8.03K
$300K
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-300- 3.74% |
$11.9K - $14.3K
|
7.72K
$288K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-304- 5.93% |
$12K - $14.5K
|
4.82K
$180K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-316Closed |
$12.5K - $15.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-328- 0.66% |
$13K - $15.6K
|
49.5K
$1.85M
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-340- 2.07% |
$13.5K - $16.2K
|
16.1K
$600K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-351- 1.89% |
$13.9K - $16.7K
|
18.2K
$681K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-352- 19.47% |
$13.9K - $16.8K
|
1.46K
$54.3K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-354- 28.41% |
$14K - $16.9K
|
892
$33.3K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-358- 1.93% |
$14.2K - $17.1K
|
18.2K
$679K
|
|
May 16, 2022
Q1 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-360- 5.74% |
$14.2K - $17.1K
|
5.91K
$221K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-369- 4.04% |
$14.6K - $17.6K
|
8.77K
$327K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-379- 7.07% |
$15K - $18.1K
|
4.98K
$186K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-385- 15.54% |
$15.2K - $18.3K
|
2.09K
$78.1K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-397- 7.28% |
$15.7K - $18.9K
|
5.06K
$189K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-400Closed |
$15.8K - $19.1K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-405- 8.01% |
$16K - $19.3K
|
4.65K
$174K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-406- 1.31% |
$16.1K - $19.3K
|
30.6K
$1.14M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-414- 4.32% |
$16.4K - $19.7K
|
9.18K
$342K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-418- 3.66% |
$16.5K - $19.9K
|
11K
$411K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-419- 31.43% |
$16.6K - $20K
|
914
$34.1K
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-427- 0.53% |
$16.9K - $20.3K
|
80.8K
$3.02M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-445- 3.15% |
$17.6K - $21.2K
|
13.7K
$510K
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-447Closed |
$17.7K - $21.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-454Closed |
$18K - $21.6K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-476- 1.8% |
$18.8K - $22.7K
|
26K
$971K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-489Closed |
$19.3K - $23.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-519Closed |
$20.5K - $24.7K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-520- 0.92% |
$20.6K - $24.8K
|
56.1K
$2.09M
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-544- 1.14% |
$21.5K - $25.9K
|
47.1K
$1.76M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-545- 83.46% |
$21.6K - $26K
|
108
$4.03K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-556- 4.3% |
$22K - $26.5K
|
12.4K
$461K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-559- 9.11% |
$22.1K - $26.6K
|
5.58K
$208K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-569- 7.15% |
$22.5K - $27.1K
|
7.39K
$276K
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-573- 0.51% |
$22.7K - $27.3K
|
112K
$4.19M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-584- 6.33% |
$23.1K - $27.8K
|
8.64K
$322K
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-622- 0.1% |
$24.6K - $29.6K
|
644K
$24M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-622- 2.52% |
$24.6K - $29.6K
|
24.1K
$898K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-626- 2.33% |
$24.8K - $29.8K
|
26.2K
$978K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-668Closed |
$26.4K - $31.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-675- 2.74% |
$26.7K - $32.2K
|
24K
$894K
|