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 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-642- 10.64% |
$21.6K - $24.1K
|
5.39K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-650- 8.59% |
$21.9K - $24.4K
|
6.92K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-668- 3.18% |
$22.5K - $25.1K
|
20.4K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-671- 7.82% |
$22.6K - $25.2K
|
7.91K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-719- 4.65% |
$24.2K - $27K
|
14.7K
$640K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-723- 28.83% |
$24.3K - $27.2K
|
1.79K
$77.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-730- 1.47% |
$24.5K - $27.4K
|
48.9K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-733- 3.83% |
$24.6K - $27.5K
|
18.4K
$800K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-740- 1.02% |
$24.9K - $27.8K
|
71.7K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-762- 6.61% |
$25.6K - $28.6K
|
10.8K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-774- 10.69% |
$26K - $29.1K
|
6.47K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-797- 1.84% |
$26.8K - $29.9K
|
42.4K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-800- 10.02% |
$26.9K - $30.1K
|
7.19K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-825- 2.67% |
$27.7K - $31K
|
30.1K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832- 50.0% |
$28K - $31.3K
|
832
$36.1K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-838- 11.05% |
$28.2K - $31.5K
|
6.74K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-875- 1.42% |
$29.4K - $32.9K
|
60.6K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-887- 1.98% |
$29.8K - $33.3K
|
43.9K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-889- 6.29% |
$29.9K - $33.4K
|
13.2K
$575K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-894- 5.28% |
$30.1K - $33.6K
|
16K
$696K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-955- 8.22% |
$32.1K - $35.9K
|
10.7K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-989- 85.48% |
$33.3K - $37.2K
|
168
$7.3K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.02K- 59.33% |
$34.4K - $38.5K
|
702
$30.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 1.33% |
$35.1K - $39.2K
|
77.3K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.07K- 5.35% |
$36K - $40.2K
|
19K
$823K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.09K- 4.48% |
$36.5K - $40.8K
|
23.2K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 17.1% |
$37.8K - $42.2K
|
5.45K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.13K- 69.23% |
$37.8K - $42.3K
|
500
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.13K- 36.35% |
$37.9K - $42.4K
|
1.98K
$85.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 34.74% |
$38.3K - $42.8K
|
2.14K
$92.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.15K- 8.76% |
$38.7K - $43.2K
|
12K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 2.4% |
$38.7K - $43.3K
|
46.8K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-1.16K- 2.21% |
$39.1K - $43.7K
|
51.5K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.17K- 13.67% |
$39.2K - $43.8K
|
7.37K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.2K- 4.5% |
$40.2K - $44.9K
|
25.4K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-1.28K- 12.94% |
$43.1K - $48.2K
|
8.62K
$374K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 4.4% |
$43.4K - $48.5K
|
28K
$1.22M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 13.3% |
$44K - $49.2K
|
8.54K
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.36K- 73.79% |
$45.6K - $51K
|
482
$20.9K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 9.77% |
$46.7K - $52.2K
|
12.8K
$557K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.47K- 5.19% |
$49.3K - $55K
|
26.8K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 12.72% |
$50.4K - $56.3K
|
10.3K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.5K- 21.43% |
$50.5K - $56.5K
|
5.51K
$239K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 43.0% |
$50.7K - $56.7K
|
2K
$86.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.56K- 2.79% |
$52.3K - $58.5K
|
54.3K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 10.23% |
$55.7K - $62.3K
|
14.5K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.71K- 9.21% |
$57.5K - $64.3K
|
16.9K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.73K- 20.73% |
$58.1K - $64.9K
|
6.6K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.76K- 55.59% |
$59.2K - $66.1K
|
1.41K
$61.1K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.8K- 9.91% |
$60.5K - $67.6K
|
16.4K
$710K
|