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 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$7.84K - $8.83K
|
200
$7.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
200+ 0.33% |
$7.84K - $8.83K
|
60.7K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
194+ 2.13% |
$7.6K - $8.57K
|
9.29K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
191+ 3.26% |
$7.49K - $8.43K
|
6.05K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
183+ 1.96% |
$7.17K - $8.08K
|
9.5K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
183+ 1.96% |
$7.17K - $8.08K
|
9.5K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
175+ 3.33% |
$6.86K - $7.73K
|
5.43K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
172+ 0.52% |
$6.74K - $7.59K
|
33.6K
$1.28M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
169+ 1.54% |
$6.62K - $7.46K
|
11.2K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
167+ 1.18% |
$6.55K - $7.37K
|
14.3K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
166+ 0.63% |
$6.51K - $7.33K
|
26.6K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
165New |
$6.47K - $7.28K
|
165
$6.29K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
165+ 6.4% |
$6.47K - $7.28K
|
2.75K
$105K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
159+ 1.07% |
$6.23K - $7.02K
|
15K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
139+ 1.59% |
$5.45K - $6.14K
|
8.88K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
137New |
$5.37K - $6.05K
|
137
$5.23K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
132+ 3.03% |
$5.17K - $5.83K
|
4.49K
$171K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
128+ 0.81% |
$5.02K - $5.65K
|
15.9K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
125+ 0.83% |
$4.9K - $5.52K
|
15.3K
$582K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
121+ 3.85% |
$4.74K - $5.34K
|
3.27K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
120+ 127.66% |
$4.7K - $5.3K
|
214
$8.16K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
120+ 2.21% |
$4.7K - $5.3K
|
5.56K
$212K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
120New |
$4.7K - $5.3K
|
120
$4.58K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
118New |
$4.63K - $5.21K
|
118
$4.5K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
113+ 0.23% |
$4.43K - $4.99K
|
48.6K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
111+ 2.16% |
$4.35K - $4.9K
|
5.25K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$4.31K - $4.86K
|
110
$4.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
106+ 119.1% |
$4.16K - $4.68K
|
195
$7.44K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
104+ 0.2% |
$4.08K - $4.59K
|
51.4K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
103+ 2.02% |
$4.04K - $4.55K
|
5.21K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.92% |
$3.92K - $4.42K
|
11K
$418K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
97+ 9.59% |
$3.8K - $4.28K
|
1.11K
$42.3K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
95New |
$3.72K - $4.19K
|
95
$3.62K
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
95+ 1.24% |
$3.72K - $4.19K
|
7.73K
$295K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
94New |
$3.68K - $4.15K
|
94
$3.59K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
93+ 0.55% |
$3.65K - $4.11K
|
16.9K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
92+ 1.02% |
$3.61K - $4.06K
|
9.13K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
91+ 0.29% |
$3.57K - $4.02K
|
31.2K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
91+ 19.91% |
$3.57K - $4.02K
|
548
$20.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
87New |
$3.41K - $3.84K
|
87
$3.32K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
85New |
$3.33K - $3.75K
|
85
$3.24K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
83+ 32.42% |
$3.25K - $3.66K
|
339
$12.9K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
75+ 0.78% |
$2.94K - $3.31K
|
9.72K
$371K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
75+ 4.09% |
$2.94K - $3.31K
|
1.91K
$72.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
71+ 32.42% |
$2.78K - $3.13K
|
290
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 1.94% |
$2.59K - $2.91K
|
3.46K
$132K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
64+ 72.73% |
$2.51K - $2.83K
|
152
$5.8K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
60+ 0.75% |
$2.35K - $2.65K
|
8.08K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
60+ 0.71% |
$2.35K - $2.65K
|
8.45K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
56+ 0.5% |
$2.2K - $2.47K
|
11.1K
$425K
|