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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-335- 9.38% |
$13.1K - $14.8K
|
3.24K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-348- 2.21% |
$13.6K - $15.4K
|
15.4K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-354- 95.93% |
$13.9K - $15.6K
|
15
$651
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-358- 76.66% |
$14K - $15.8K
|
109
$4.73K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-363- 3.02% |
$14.2K - $16K
|
11.6K
$506K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-381- 87.59% |
$14.9K - $16.8K
|
54
$2.35K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-390- 4.02% |
$15.3K - $17.2K
|
9.31K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-414- 7.06% |
$16.2K - $18.3K
|
5.45K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-430- 2.35% |
$16.9K - $19K
|
17.8K
$775K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-440- 6.64% |
$17.2K - $19.4K
|
6.19K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-450- 5.83% |
$17.6K - $19.9K
|
7.27K
$316K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-459- 2.49% |
$18K - $20.3K
|
18K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-484- 19.33% |
$19K - $21.4K
|
2.02K
$87.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-492- 3.41% |
$19.3K - $21.7K
|
13.9K
$605K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-513- 8.5% |
$20.1K - $22.6K
|
5.52K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-516- 7.41% |
$20.2K - $22.8K
|
6.45K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-557- 5.67% |
$21.8K - $24.6K
|
9.27K
$403K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-572- 9.25% |
$22.4K - $25.3K
|
5.61K
$244K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-592- 3.78% |
$23.2K - $26.1K
|
15.1K
$655K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-595- 12.27% |
$23.3K - $26.3K
|
4.26K
$185K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-600- 4.92% |
$23.5K - $26.5K
|
11.6K
$504K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-602- 25.91% |
$23.6K - $26.6K
|
1.72K
$74.7K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-650- 10.4% |
$25.5K - $28.7K
|
5.6K
$243K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-653- 7.89% |
$25.6K - $28.8K
|
7.63K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-660- 11.01% |
$25.9K - $29.1K
|
5.34K
$232K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-682- 5.99% |
$26.7K - $30.1K
|
10.7K
$465K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-693- 0.21% |
$27.2K - $30.6K
|
335K
$14.5M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-698- 9.35% |
$27.4K - $30.8K
|
6.77K
$294K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-700- 96.55% |
$27.4K - $30.9K
|
25
$1.09K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-714- 28.43% |
$28K - $31.5K
|
1.8K
$78K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-746- 13.33% |
$29.2K - $32.9K
|
4.85K
$211K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-762- 2.44% |
$29.9K - $33.6K
|
30.4K
$1.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-765- 7.71% |
$30K - $33.8K
|
9.16K
$398K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-812- 2.18% |
$31.8K - $35.8K
|
36.4K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-816- 10.85% |
$32K - $36K
|
6.7K
$291K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832Closed |
$32.6K - $36.7K
|
0
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-838- 14.13% |
$32.8K - $37K
|
5.09K
$221K
|
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-855- 8.53% |
$33.5K - $37.7K
|
9.17K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-866- 10.23% |
$33.9K - $38.2K
|
7.6K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-868- 52.99% |
$34K - $38.3K
|
770
$33.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-907- 2.81% |
$35.6K - $40K
|
31.4K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-940- 4.22% |
$36.8K - $41.5K
|
21.3K
$927K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-955- 10.16% |
$37.4K - $42.2K
|
8.45K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-956- 6.33% |
$37.5K - $42.2K
|
14.1K
$614K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-963- 24.52% |
$37.7K - $42.5K
|
2.96K
$129K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-965- 4.42% |
$37.8K - $42.6K
|
20.9K
$906K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-986- 8.01% |
$38.7K - $43.5K
|
11.3K
$492K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1K- 10.12% |
$39.2K - $44.2K
|
8.88K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1K- 99.9% |
$39.2K - $44.2K
|
1
$43.4
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 19.31% |
$39.2K - $44.2K
|
4.18K
$182K
|