Purchases and Sales Made in Q1 2024 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2024. 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 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$67.2 - $75.1
|
2
$76.3
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.34% |
$67.2 - $75.1
|
593
$22.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.01% |
$33.6 - $37.6
|
9.41K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.41% |
$33.6 - $37.6
|
72
$2.75K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$33.6 - $37.6
|
15
$572
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 2.5% |
$33.6 - $37.6
|
39
$1.49K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$33.6 - $37.6
|
5.93K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.38% |
$33.6 - $37.6
|
41
$1.56K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.53% |
$33.6 - $37.6
|
188
$7.17K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.01% |
$33.6 - $37.6
|
8.08K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 15.38% |
$67.2 - $75.1
|
11
$420
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 0.34% |
$101 - $113
|
892
$34K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.14% |
$336 - $376
|
7.19K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 33.33% |
$370 - $413
|
22
$839
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 26.09% |
$403 - $451
|
34
$1.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 0.74% |
$403 - $451
|
1.6K
$61.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 7.5% |
$403 - $451
|
148
$5.64K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22- 0.26% |
$740 - $827
|
8.4K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-24- 37.5% |
$807 - $902
|
40
$1.53K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-25- 23.58% |
$840 - $939
|
81
$3.09K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 19.08% |
$975 - $1.09K
|
123
$4.69K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-30- 0.41% |
$1.01K - $1.13K
|
7.35K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.06% |
$1.01K - $1.13K
|
49.5K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-42- 0.64% |
$1.41K - $1.58K
|
6.47K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-43- 0.18% |
$1.45K - $1.62K
|
23.6K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-44- 0.75% |
$1.48K - $1.65K
|
5.84K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 2.0% |
$1.68K - $1.88K
|
2.45K
$93.5K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-50- 0.03% |
$1.68K - $1.88K
|
152K
$5.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-50- 0.85% |
$1.68K - $1.88K
|
5.81K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-54- 65.06% |
$1.82K - $2.03K
|
29
$1.11K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-55- 0.67% |
$1.85K - $2.07K
|
8.18K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-55- 20.07% |
$1.85K - $2.07K
|
219
$8.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.95% |
$1.85K - $2.07K
|
5.75K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 33.95% |
$1.85K - $2.07K
|
107
$4.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-59- 1.64% |
$1.98K - $2.22K
|
3.54K
$135K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-65- 1.13% |
$2.19K - $2.44K
|
5.66K
$216K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-68- 0.94% |
$2.29K - $2.55K
|
7.15K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-70- 0.47% |
$2.35K - $2.63K
|
14.7K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.53% |
$2.59K - $2.89K
|
14.4K
$549K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-79- 1.15% |
$2.66K - $2.97K
|
6.8K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-79- 0.41% |
$2.66K - $2.97K
|
19.3K
$737K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-82- 0.83% |
$2.76K - $3.08K
|
9.83K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-83- 1.36% |
$2.79K - $3.12K
|
6.01K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-87- 1.04% |
$2.92K - $3.27K
|
8.3K
$316K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-92- 11.93% |
$3.09K - $3.46K
|
679
$25.9K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-92- 0.2% |
$3.09K - $3.46K
|
46.9K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-93- 33.33% |
$3.13K - $3.49K
|
186
$7.09K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-95- 2.63% |
$3.19K - $3.57K
|
3.51K
$134K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-95- 1.7% |
$3.19K - $3.57K
|
5.51K
$210K
|