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 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.1% |
$269 - $301
|
738
$32K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 3.28% |
$269 - $301
|
252
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 72.73% |
$269 - $301
|
19
$825
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.09% |
$235 - $263
|
7.84K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.11% |
$235 - $263
|
6.58K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 26.09% |
$202 - $225
|
29
$1.26K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.97% |
$168 - $188
|
518
$22.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$134 - $150
|
4
$174
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.04% |
$134 - $150
|
10.9K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.04% |
$101 - $113
|
7K
$304K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.43% |
$101 - $113
|
708
$30.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.34% |
$67.2 - $75.1
|
593
$25.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$67.2 - $75.1
|
4.89K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$67.2 - $75.1
|
2
$86.8
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$33.6 - $37.6
|
15
$651
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.41% |
$33.6 - $37.6
|
72
$3.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.01% |
$33.6 - $37.6
|
9.41K
$408K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.53% |
$33.6 - $37.6
|
188
$8.16K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$33.6 - $37.6
|
5.93K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.01% |
$33.6 - $37.6
|
8.08K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 2.5% |
$33.6 - $37.6
|
39
$1.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.38% |
$33.6 - $37.6
|
41
$1.78K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 15.38% |
$67.2 - $75.1
|
11
$477
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 0.34% |
$101 - $113
|
892
$38.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.14% |
$336 - $376
|
7.19K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 33.33% |
$370 - $413
|
22
$955
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 0.74% |
$403 - $451
|
1.6K
$69.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 7.5% |
$403 - $451
|
148
$6.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 26.09% |
$403 - $451
|
34
$1.48K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22- 0.26% |
$740 - $827
|
8.4K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-24- 37.5% |
$807 - $902
|
40
$1.74K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-25- 23.58% |
$840 - $939
|
81
$3.52K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 19.08% |
$975 - $1.09K
|
123
$5.34K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.06% |
$1.01K - $1.13K
|
49.5K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-30- 0.41% |
$1.01K - $1.13K
|
7.35K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-42- 0.64% |
$1.41K - $1.58K
|
6.47K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-43- 0.18% |
$1.45K - $1.62K
|
23.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-44- 0.75% |
$1.48K - $1.65K
|
5.84K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-50- 0.85% |
$1.68K - $1.88K
|
5.81K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 2.0% |
$1.68K - $1.88K
|
2.45K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-50- 0.03% |
$1.68K - $1.88K
|
152K
$6.61M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-54- 65.06% |
$1.82K - $2.03K
|
29
$1.26K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 33.95% |
$1.85K - $2.07K
|
107
$4.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.95% |
$1.85K - $2.07K
|
5.75K
$250K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-55- 0.67% |
$1.85K - $2.07K
|
8.18K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-55- 20.07% |
$1.85K - $2.07K
|
219
$9.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-59- 1.64% |
$1.98K - $2.22K
|
3.54K
$153K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-65- 1.13% |
$2.19K - $2.44K
|
5.66K
$246K
|