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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
466+ 1.57% |
$18.3K - $20.6K
|
30.1K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
443+ 6.96% |
$17.4K - $19.6K
|
6.8K
$260K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
441+ 1.31% |
$17.3K - $19.5K
|
34K
$1.3M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
435+ 7.89% |
$17.1K - $19.2K
|
5.95K
$227K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
431+ 15.19% |
$16.9K - $19K
|
3.27K
$125K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
424+ 0.52% |
$16.6K - $18.7K
|
82.1K
$3.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
416+ 18.55% |
$16.3K - $18.4K
|
2.66K
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
411+ 1.26% |
$16.1K - $18.1K
|
32.9K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
409+ 4.82% |
$16K - $18.1K
|
8.9K
$339K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
406+ 0.53% |
$15.9K - $17.9K
|
77.1K
$2.94M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400+ 8.16% |
$15.7K - $17.7K
|
5.3K
$202K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
400+ 2.38% |
$15.7K - $17.7K
|
17.2K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.23% |
$15.7K - $17.7K
|
177K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
393New |
$15.4K - $17.4K
|
393
$15K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
392+ 2.02% |
$15.4K - $17.3K
|
19.8K
$756K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
358+ 328.44% |
$14K - $15.8K
|
467
$17.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
351New |
$13.8K - $15.5K
|
351
$13.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 1.24% |
$13.6K - $15.3K
|
28.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
346+ 4.58% |
$13.6K - $15.3K
|
7.91K
$301K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
342+ 0.24% |
$13.4K - $15.1K
|
141K
$5.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
341+ 3.81% |
$13.4K - $15.1K
|
9.29K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
340+ 2.13% |
$13.3K - $15K
|
16.3K
$620K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
331+ 5.29% |
$13K - $14.6K
|
6.59K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
325+ 1.78% |
$12.7K - $14.3K
|
18.6K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
325+ 4.1% |
$12.7K - $14.3K
|
8.25K
$315K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
324+ 1.85% |
$12.7K - $14.3K
|
17.9K
$681K
|
|
|
May 11, 2023
Q1 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
322+ 0.74% |
$12.6K - $14.2K
|
44.1K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
313+ 15.62% |
$12.3K - $13.8K
|
2.32K
$88.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.64% |
$12.2K - $13.7K
|
48.5K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307+ 3.93% |
$12K - $13.6K
|
8.11K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
301New |
$11.8K - $13.3K
|
301
$11.5K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
299+ 3.41% |
$11.7K - $13.2K
|
9.07K
$346K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
293+ 3.94% |
$11.5K - $12.9K
|
7.73K
$295K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
285+ 2.73% |
$11.2K - $12.6K
|
10.7K
$409K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 15.83% |
$11.2K - $12.6K
|
2.09K
$79.5K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
276+ 12.27% |
$10.8K - $12.2K
|
2.53K
$96.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
262+ 4.73% |
$10.3K - $11.6K
|
5.8K
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
251+ 3.0% |
$9.84K - $11.1K
|
8.62K
$329K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
248+ 1.37% |
$9.72K - $10.9K
|
18.4K
$702K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
248+ 2.25% |
$9.72K - $10.9K
|
11.3K
$430K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
245+ 0.6% |
$9.6K - $10.8K
|
40.9K
$1.56M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
245+ 0.6% |
$9.6K - $10.8K
|
40.9K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
240+ 0.08% |
$9.41K - $10.6K
|
294K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
237+ 0.17% |
$9.29K - $10.5K
|
142K
$5.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
230+ 0.57% |
$9.02K - $10.2K
|
40.2K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 31.81% |
$8.7K - $9.8K
|
920
$35.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
218New |
$8.55K - $9.62K
|
218
$8.31K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
216New |
$8.47K - $9.54K
|
216
$8.24K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
215+ 1.29% |
$8.43K - $9.49K
|
16.9K
$646K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
204+ 5.89% |
$8K - $9.01K
|
3.67K
$140K
|