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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
303New |
$12K - $14.4K
|
303
$11.3K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 5.42% |
$11.9K - $14.3K
|
5.83K
$218K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
288+ 1.74% |
$11.4K - $13.7K
|
16.8K
$627K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
288+ 6.12% |
$11.4K - $13.7K
|
4.99K
$186K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
284+ 3.34% |
$11.2K - $13.5K
|
8.79K
$328K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
266+ 3.89% |
$10.5K - $12.7K
|
7.11K
$265K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
256New |
$10.1K - $12.2K
|
256
$9.55K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
251+ 643.59% |
$9.93K - $12K
|
290
$10.8K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$9.89K - $11.9K
|
250
$9.33K
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
BUY
|
- |
249+ 2.54% |
$9.85K - $11.9K
|
10.1K
$375K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
248New |
$9.81K - $11.8K
|
248
$9.26K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
241New |
$9.53K - $11.5K
|
241
$8.99K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
240+ 3.3% |
$9.49K - $11.4K
|
7.52K
$280K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
231+ 6.08% |
$9.14K - $11K
|
4.03K
$150K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
228New |
$9.02K - $10.9K
|
228
$8.51K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
223+ 30.89% |
$8.82K - $10.6K
|
945
$35.3K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
219+ 2.92% |
$8.66K - $10.4K
|
7.71K
$288K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
218+ 30.24% |
$8.62K - $10.4K
|
939
$35K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
215New |
$8.51K - $10.2K
|
215
$8.02K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
203+ 11.67% |
$8.03K - $9.67K
|
1.94K
$72.5K
|
|
May 13, 2022
Q1 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
202+ 38.77% |
$7.99K - $9.62K
|
723
$27K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
201+ 1.45% |
$7.95K - $9.57K
|
14K
$524K
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
200+ 1.94% |
$7.91K - $9.53K
|
10.5K
$392K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200+ 56.82% |
$7.91K - $9.53K
|
552
$20.6K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
195+ 1.14% |
$7.71K - $9.29K
|
17.3K
$645K
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
192+ 19.86% |
$7.6K - $9.14K
|
1.16K
$43.3K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
191+ 62.21% |
$7.56K - $9.1K
|
498
$18.6K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
185+ 1850.0% |
$7.32K - $8.81K
|
195
$7.28K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
177+ 3.03% |
$7K - $8.43K
|
6.03K
$225K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
166+ 3.46% |
$6.57K - $7.91K
|
4.97K
$185K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
160+ 3.55% |
$6.33K - $7.62K
|
4.67K
$174K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
155+ 3.44% |
$6.13K - $7.38K
|
4.66K
$174K
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
154+ 570.37% |
$6.09K - $7.34K
|
181
$6.75K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
150New |
$5.93K - $7.14K
|
150
$5.6K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
149+ 0.74% |
$5.89K - $7.1K
|
20.2K
$754K
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
147+ 1.4% |
$5.82K - $7K
|
10.6K
$397K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
142+ 1.41% |
$5.62K - $6.76K
|
10.2K
$381K
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
134+ 24.77% |
$5.3K - $6.38K
|
675
$25.2K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
133+ 1.97% |
$5.26K - $6.33K
|
6.87K
$256K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
130+ 1.81% |
$5.14K - $6.19K
|
7.32K
$273K
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
129+ 1.23% |
$5.1K - $6.14K
|
10.6K
$396K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
125+ 2.61% |
$4.95K - $5.95K
|
4.92K
$184K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
117New |
$4.63K - $5.57K
|
117
$4.37K
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117+ 0.18% |
$4.63K - $5.57K
|
65K
$2.43M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
114New |
$4.51K - $5.43K
|
114
$4.25K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 43.63% |
$4.47K - $5.38K
|
372
$13.9K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
111+ 0.77% |
$4.39K - $5.29K
|
14.5K
$540K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
110+ 5.07% |
$4.35K - $5.24K
|
2.28K
$85.1K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
109+ 4.92% |
$4.31K - $5.19K
|
2.32K
$86.7K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
106+ 1.79% |
$4.19K - $5.05K
|
6.04K
$225K
|