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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-68- 0.94% |
$2.29K - $2.55K
|
7.15K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-70- 0.47% |
$2.35K - $2.63K
|
14.7K
$653K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.53% |
$2.59K - $2.89K
|
14.4K
$640K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-79- 0.41% |
$2.66K - $2.97K
|
19.3K
$859K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-79- 1.15% |
$2.66K - $2.97K
|
6.8K
$302K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-82- 0.83% |
$2.76K - $3.08K
|
9.83K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-83- 1.36% |
$2.79K - $3.12K
|
6.01K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-87- 1.04% |
$2.92K - $3.27K
|
8.3K
$369K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-92- 11.93% |
$3.09K - $3.46K
|
679
$30.2K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-92- 0.2% |
$3.09K - $3.46K
|
46.9K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-93- 33.33% |
$3.13K - $3.49K
|
186
$8.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-95- 2.63% |
$3.19K - $3.57K
|
3.51K
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-95- 1.7% |
$3.19K - $3.57K
|
5.51K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.74% |
$3.36K - $3.76K
|
13.5K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.06% |
$3.36K - $3.76K
|
172K
$7.64M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-101- 0.8% |
$3.4K - $3.79K
|
12.5K
$555K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-105- 1.33% |
$3.53K - $3.94K
|
7.81K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-106- 1.54% |
$3.56K - $3.98K
|
6.77K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-108- 7.76% |
$3.63K - $4.06K
|
1.28K
$57.1K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-119- 0.8% |
$4K - $4.47K
|
14.8K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-123- 14.64% |
$4.14K - $4.62K
|
717
$31.9K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-130- 30.16% |
$4.37K - $4.88K
|
301
$13.4K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-130- 1.4% |
$4.37K - $4.88K
|
9.18K
$408K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-132- 0.15% |
$4.44K - $4.96K
|
88.8K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145- 88.41% |
$4.87K - $5.45K
|
19
$845
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-149- 0.53% |
$5.01K - $5.6K
|
28K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-156- 14.53% |
$5.24K - $5.86K
|
918
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-158- 0.87% |
$5.31K - $5.94K
|
17.9K
$796K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-161- 1.63% |
$5.41K - $6.05K
|
9.72K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-162- 1.53% |
$5.45K - $6.09K
|
10.4K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-163- 5.83% |
$5.48K - $6.12K
|
2.63K
$117K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-168- 2.79% |
$5.65K - $6.31K
|
5.85K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-168- 50.0% |
$5.65K - $6.31K
|
168
$7.47K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-173- 1.7% |
$5.82K - $6.5K
|
9.99K
$444K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-175- 3.06% |
$5.88K - $6.57K
|
5.55K
$247K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-177- 18.25% |
$5.95K - $6.65K
|
793
$35.2K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-180- 4.26% |
$6.05K - $6.76K
|
4.05K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-184- 3.92% |
$6.19K - $6.91K
|
4.51K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-189- 2.87% |
$6.35K - $7.1K
|
6.39K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-200- 0.13% |
$6.72K - $7.51K
|
154K
$6.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 1.16% |
$6.72K - $7.51K
|
17.1K
$758K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-200- 1.67% |
$6.72K - $7.51K
|
11.8K
$524K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 4.57% |
$6.72K - $7.51K
|
4.17K
$186K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-202- 2.22% |
$6.79K - $7.59K
|
8.89K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-206- 4.68% |
$6.93K - $7.74K
|
4.2K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-211- 3.12% |
$7.09K - $7.93K
|
6.55K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-221- 49.0% |
$7.43K - $8.3K
|
230
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-223- 2.12% |
$7.5K - $8.38K
|
10.3K
$458K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-225- 1.64% |
$7.56K - $8.45K
|
13.5K
$599K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-228- 3.15% |
$7.67K - $8.57K
|
7.01K
$311K
|