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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.37K+ 8.68% |
$93K - $105K
|
29.7K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.37K+ 49.59% |
$92.9K - $105K
|
7.15K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.24K+ 6.43% |
$87.8K - $98.9K
|
37.1K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.23K+ 16.28% |
$87.3K - $98.3K
|
15.9K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.13K+ 32.59% |
$83.4K - $93.9K
|
8.65K
$330K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.12K+ 24.96% |
$83.3K - $93.8K
|
10.6K
$406K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.11K+ 16.46% |
$82.8K - $93.3K
|
15K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1K+ 0.61% |
$82.2K - $92.6K
|
346K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.06K+ 1.13% |
$80.9K - $91.1K
|
185K
$7.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.06K+ 4.49% |
$80.8K - $91K
|
47.9K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 18.36% |
$80K - $90.2K
|
13.2K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.03K+ 20.09% |
$79.7K - $89.7K
|
12.1K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 17.69% |
$79.3K - $89.3K
|
13.5K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.02K+ 0.81% |
$79.3K - $89.3K
|
252K
$9.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 19.36% |
$78.6K - $88.5K
|
12.4K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 34.16% |
$78.5K - $88.4K
|
7.87K
$300K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2K+ 8.77% |
$78.4K - $88.3K
|
24.8K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.98K+ 38.14% |
$77.6K - $87.4K
|
7.17K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.94K+ 2.51% |
$76.2K - $85.8K
|
79.4K
$3.03M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.55% |
$75.9K - $85.4K
|
44.5K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.93K+ 4.03% |
$75.5K - $85K
|
49.7K
$1.9M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85K+ 54.21% |
$72.4K - $81.6K
|
5.26K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 18.06% |
$70.3K - $79.2K
|
11.7K
$447K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 9.79% |
$65.9K - $74.2K
|
18.9K
$719K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.65K+ 82400.0% |
$64.6K - $72.8K
|
1.65K
$62.9K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.57K+ 8.65% |
$61.7K - $69.4K
|
19.8K
$754K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.57K+ 31.9% |
$61.6K - $69.4K
|
6.5K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.55KNew |
$60.7K - $68.3K
|
1.55K
$59K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53K+ 1.38% |
$60.1K - $67.7K
|
112K
$4.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 10.41% |
$59.3K - $66.8K
|
16.1K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49K+ 1.96% |
$58.4K - $65.8K
|
77.4K
$2.95M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 6.94% |
$56K - $63.1K
|
22K
$840K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.43K+ 6.62% |
$56K - $63.1K
|
23K
$878K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.42K+ 5.77% |
$55.6K - $62.6K
|
26K
$991K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$55.3K - $62.3K
|
27.2K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 11.1% |
$55.2K - $62.1K
|
14.1K
$537K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.37K+ 27.53% |
$53.9K - $60.7K
|
6.37K
$243K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.35K+ 5.4% |
$52.9K - $59.6K
|
26.3K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.35K+ 5.68% |
$52.8K - $59.5K
|
25.1K
$957K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 27.7% |
$52.3K - $58.9K
|
6.15K
$234K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.32K+ 3.12% |
$51.8K - $58.4K
|
43.8K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.27KNew |
$49.9K - $56.2K
|
1.27K
$48.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 132.43% |
$49.8K - $56.1K
|
2.23K
$85K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.22K+ 0.32% |
$47.8K - $53.8K
|
384K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.21K+ 5.92% |
$47.5K - $53.6K
|
21.7K
$828K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$47K - $53K
|
1.2K
$45.8K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.17K+ 6.65% |
$45.9K - $51.7K
|
18.8K
$717K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.16K+ 4.54% |
$45.6K - $51.3K
|
26.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.13K+ 9.34% |
$44.4K - $50K
|
13.3K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 10.23% |
$43.9K - $49.4K
|
12.1K
$460K
|