Purchases and Sales Made in Q1 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2023. 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 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$78.4 - $88.3
|
31.7K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.49% |
$78.4 - $88.3
|
410
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.69% |
$78.4 - $88.3
|
291
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$78.4 - $88.3
|
434
$18.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.06% |
$78.4 - $88.3
|
3.48K
$151K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 4.76% |
$39.2 - $44.2
|
22
$955
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.17% |
$39.2 - $44.2
|
588
$25.5K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.96% |
$39.2 - $44.2
|
52
$2.26K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.25% |
$39.2 - $44.2
|
405
$17.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.02% |
$39.2 - $44.2
|
4.36K
$189K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.45% |
$39.2 - $44.2
|
222
$9.64K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.01% |
$39.2 - $44.2
|
8.79K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.89% |
$157 - $177
|
41
$1.78K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4Closed |
$157 - $177
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.57% |
$196 - $221
|
870
$37.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 9.62% |
$196 - $221
|
47
$2.04K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6- 0.06% |
$235 - $265
|
10.7K
$463K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-7- 0.08% |
$274 - $309
|
8.31K
$361K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 5.13% |
$392 - $442
|
185
$8.03K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 0.77% |
$392 - $442
|
1.29K
$56.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.27% |
$549 - $618
|
5.22K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 2.01% |
$666 - $751
|
827
$35.9K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 7.76% |
$706 - $795
|
214
$9.29K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18- 6.29% |
$706 - $795
|
268
$11.6K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-20- 0.28% |
$784 - $883
|
7.08K
$308K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-20- 0.29% |
$784 - $883
|
6.88K
$299K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.13% |
$784 - $883
|
15.7K
$680K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-22- 3.42% |
$862 - $971
|
622
$27K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-23- 4.17% |
$902 - $1.02K
|
529
$23K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24- 0.07% |
$941 - $1.06K
|
32K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.3% |
$980 - $1.1K
|
8.45K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-25- 0.11% |
$980 - $1.1K
|
21.8K
$947K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-26- 24.53% |
$1.02K - $1.15K
|
80
$3.47K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-28- 0.41% |
$1.1K - $1.24K
|
6.83K
$297K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-30- 19.35% |
$1.18K - $1.32K
|
125
$5.43K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-30- 25.0% |
$1.18K - $1.32K
|
90
$3.91K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 0.11% |
$1.29K - $1.46K
|
29K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-42- 0.3% |
$1.65K - $1.85K
|
13.9K
$602K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-45- 0.18% |
$1.76K - $1.99K
|
24.5K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.22% |
$1.96K - $2.21K
|
22.9K
$995K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-56- 9.18% |
$2.2K - $2.47K
|
554
$24.1K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-57- 0.33% |
$2.23K - $2.52K
|
17.1K
$742K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-60- 9.09% |
$2.35K - $2.65K
|
600
$26.1K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-66- 1.02% |
$2.59K - $2.91K
|
6.43K
$279K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-68- 1.22% |
$2.67K - $3K
|
5.5K
$239K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-71- 25.45% |
$2.78K - $3.13K
|
208
$9.03K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-72- 0.9% |
$2.82K - $3.18K
|
7.95K
$345K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-74- 5.39% |
$2.9K - $3.27K
|
1.3K
$56.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-75- 35.38% |
$2.94K - $3.31K
|
137
$5.95K
|