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 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 0.41% |
$43.5K - $49K
|
271K
$9.97M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.1K+ 489.78% |
$43.2K - $48.7K
|
1.33K
$48.8K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$43.1K - $48.6K
|
1.1K
$40.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.09K+ 15.05% |
$42.8K - $48.2K
|
8.35K
$307K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.09K+ 0.35% |
$42.6K - $48K
|
313K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 18.94% |
$42.2K - $47.5K
|
6.76K
$248K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.07K+ 12.93% |
$42.1K - $47.4K
|
9.37K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.03K+ 0.65% |
$40.5K - $45.7K
|
160K
$5.87M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.03K+ 155.27% |
$40.4K - $45.5K
|
1.7K
$62.3K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 9.5% |
$39.7K - $44.8K
|
11.7K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
998+ 466.36% |
$39.1K - $44.1K
|
1.21K
$44.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
994+ 6.97% |
$39K - $43.9K
|
15.2K
$560K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
959+ 1.88% |
$37.6K - $42.3K
|
51.8K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
950+ 2159.09% |
$37.2K - $41.9K
|
994
$36.5K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
945+ 0.73% |
$37K - $41.7K
|
130K
$4.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
874+ 12.11% |
$34.3K - $38.6K
|
8.09K
$298K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
862+ 68.41% |
$33.8K - $38.1K
|
2.12K
$78K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
861+ 1.19% |
$33.8K - $38K
|
72.9K
$2.68M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
845+ 12.75% |
$33.1K - $37.3K
|
7.48K
$275K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
837+ 9.82% |
$32.8K - $37K
|
9.36K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
816+ 4.99% |
$32K - $36K
|
17.2K
$631K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
798+ 798.0% |
$31.3K - $35.2K
|
898
$33K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
793+ 0.58% |
$31.1K - $35K
|
138K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
780+ 1.99% |
$30.6K - $34.4K
|
40K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
748+ 6.06% |
$29.3K - $33K
|
13.1K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
747+ 13.22% |
$29.3K - $33K
|
6.4K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
731+ 1.39% |
$28.7K - $32.3K
|
53.4K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
707+ 0.61% |
$27.7K - $31.2K
|
117K
$4.3M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
683+ 12.66% |
$26.8K - $30.2K
|
6.08K
$223K
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
681+ 6.52% |
$26.7K - $30.1K
|
11.1K
$409K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
679+ 0.77% |
$26.6K - $30K
|
88.5K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
637+ 3.15% |
$25K - $28.1K
|
20.9K
$768K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
622+ 12.44% |
$24.4K - $27.5K
|
5.62K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
617+ 2.83% |
$24.2K - $27.2K
|
22.4K
$825K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
614+ 95.19% |
$24.1K - $27.1K
|
1.26K
$46.3K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
599+ 0.77% |
$23.5K - $26.4K
|
78.6K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
593New |
$23.2K - $26.2K
|
593
$21.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
560+ 767.12% |
$22K - $24.7K
|
633
$23.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
559+ 9.24% |
$21.9K - $24.7K
|
6.61K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
554+ 13.3% |
$21.7K - $24.5K
|
4.72K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
553+ 5.51% |
$21.7K - $24.4K
|
10.6K
$389K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
552+ 63.52% |
$21.6K - $24.4K
|
1.42K
$52.2K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
535+ 6.57% |
$21K - $23.6K
|
8.67K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
535+ 9.98% |
$21K - $23.6K
|
5.9K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
510+ 1.75% |
$20K - $22.5K
|
29.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
504New |
$19.8K - $22.3K
|
504
$18.5K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
501+ 10.12% |
$19.6K - $22.1K
|
5.45K
$200K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.44% |
$19.6K - $22.1K
|
114K
$4.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
500New |
$19.6K - $22.1K
|
500
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
479New |
$18.8K - $21.1K
|
479
$17.6K
|