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 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-325- 3.37% |
$10.9K - $12.2K
|
9.31K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-343- 7.06% |
$11.5K - $12.9K
|
4.52K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-345- 5.15% |
$11.6K - $13K
|
6.35K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-347- 0.63% |
$11.7K - $13K
|
54.5K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-348- 7.12% |
$11.7K - $13.1K
|
4.54K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-361- 3.87% |
$12.1K - $13.6K
|
8.96K
$339K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-362- 2.79% |
$12.2K - $13.6K
|
12.6K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-370- 2.35% |
$12.4K - $13.9K
|
15.4K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-370- 0.91% |
$12.4K - $13.9K
|
40.1K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-373- 3.22% |
$12.5K - $14K
|
11.2K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-377- 3.28% |
$12.7K - $14.2K
|
11.1K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-388- 0.65% |
$13K - $14.6K
|
59.5K
$2.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-405- 43.09% |
$13.6K - $15.2K
|
535
$20.2K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-427- 28.6% |
$14.4K - $16K
|
1.07K
$40.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-443- 1.82% |
$14.9K - $16.6K
|
24K
$907K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-445- 4.74% |
$15K - $16.7K
|
8.95K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-457- 6.23% |
$15.4K - $17.2K
|
6.88K
$260K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-463- 11.08% |
$15.6K - $17.4K
|
3.72K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-495- 71.22% |
$16.6K - $18.6K
|
200
$7.57K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 8.04% |
$16.8K - $18.8K
|
5.72K
$216K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.55% |
$16.8K - $18.8K
|
19.1K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-522- 3.08% |
$17.5K - $19.6K
|
16.4K
$621K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-538- 2.85% |
$18.1K - $20.2K
|
18.3K
$694K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-540- 21.3% |
$18.2K - $20.3K
|
2K
$75.5K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-546- 6.84% |
$18.4K - $20.5K
|
7.44K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-560- 37.63% |
$18.8K - $21K
|
928
$35.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-560- 3.81% |
$18.8K - $21K
|
14.1K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-572- 13.2% |
$19.2K - $21.5K
|
3.76K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-573- 50.44% |
$19.3K - $21.5K
|
563
$21.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-573- 3.14% |
$19.3K - $21.5K
|
17.7K
$669K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-575- 16.96% |
$19.3K - $21.6K
|
2.82K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-575- 1.79% |
$19.3K - $21.6K
|
31.5K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-600- 1.63% |
$20.2K - $22.5K
|
36.2K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-612- 6.87% |
$20.6K - $23K
|
8.3K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-633- 2.55% |
$21.3K - $23.8K
|
24.2K
$914K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-642- 10.64% |
$21.6K - $24.1K
|
5.39K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-650- 8.59% |
$21.9K - $24.4K
|
6.92K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-668- 3.18% |
$22.5K - $25.1K
|
20.4K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-671- 7.82% |
$22.6K - $25.2K
|
7.91K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-719- 4.65% |
$24.2K - $27K
|
14.7K
$558K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-723- 28.83% |
$24.3K - $27.2K
|
1.79K
$67.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-730- 1.47% |
$24.5K - $27.4K
|
48.9K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-733- 3.83% |
$24.6K - $27.5K
|
18.4K
$698K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-740- 1.02% |
$24.9K - $27.8K
|
71.7K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-762- 6.61% |
$25.6K - $28.6K
|
10.8K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-774- 10.69% |
$26K - $29.1K
|
6.47K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-797- 1.84% |
$26.8K - $29.9K
|
42.4K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-800- 10.02% |
$26.9K - $30.1K
|
7.19K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-825- 2.67% |
$27.7K - $31K
|
30.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832- 50.0% |
$28K - $31.3K
|
832
$31.5K
|