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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-838- 11.05% |
$28.2K - $31.5K
|
6.74K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-875- 1.42% |
$29.4K - $32.9K
|
60.6K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-887- 1.98% |
$29.8K - $33.3K
|
43.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-889- 6.29% |
$29.9K - $33.4K
|
13.2K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-894- 5.28% |
$30.1K - $33.6K
|
16K
$607K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-955- 8.22% |
$32.1K - $35.9K
|
10.7K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-989- 85.48% |
$33.3K - $37.2K
|
168
$6.36K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.02K- 59.33% |
$34.4K - $38.5K
|
702
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 1.33% |
$35.1K - $39.2K
|
77.3K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.07K- 5.35% |
$36K - $40.2K
|
19K
$717K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.09K- 4.48% |
$36.5K - $40.8K
|
23.2K
$876K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 17.1% |
$37.8K - $42.2K
|
5.45K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.13K- 69.23% |
$37.8K - $42.3K
|
500
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.13K- 36.35% |
$37.9K - $42.4K
|
1.98K
$74.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 34.74% |
$38.3K - $42.8K
|
2.14K
$80.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.15K- 8.76% |
$38.7K - $43.2K
|
12K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 2.4% |
$38.7K - $43.3K
|
46.8K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-1.16K- 2.21% |
$39.1K - $43.7K
|
51.5K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.17K- 13.67% |
$39.2K - $43.8K
|
7.37K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.2K- 4.5% |
$40.2K - $44.9K
|
25.4K
$961K
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-1.28K- 12.94% |
$43.1K - $48.2K
|
8.62K
$326K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 4.4% |
$43.4K - $48.5K
|
28K
$1.06M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 13.3% |
$44K - $49.2K
|
8.54K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.36K- 73.79% |
$45.6K - $51K
|
482
$18.2K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 9.77% |
$46.7K - $52.2K
|
12.8K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.47K- 5.19% |
$49.3K - $55K
|
26.8K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 12.72% |
$50.4K - $56.3K
|
10.3K
$389K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.5K- 21.43% |
$50.5K - $56.5K
|
5.51K
$209K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 43.0% |
$50.7K - $56.7K
|
2K
$75.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.56K- 2.79% |
$52.3K - $58.5K
|
54.3K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 10.23% |
$55.7K - $62.3K
|
14.5K
$550K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.71K- 9.21% |
$57.5K - $64.3K
|
16.9K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.73K- 20.73% |
$58.1K - $64.9K
|
6.6K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.76K- 55.59% |
$59.2K - $66.1K
|
1.41K
$53.2K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.8K- 9.91% |
$60.5K - $67.6K
|
16.4K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.86K- 3.65% |
$62.6K - $69.9K
|
49.1K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.87K- 22.57% |
$62.7K - $70.1K
|
6.4K
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.87K- 15.23% |
$62.9K - $70.3K
|
10.4K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.91K- 20.62% |
$64.2K - $71.8K
|
7.35K
$278K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2K- 80.64% |
$67.2K - $75.1K
|
480
$18.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 5.33% |
$67.2K - $75.1K
|
35.5K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-2.04K- 10.27% |
$68.5K - $76.5K
|
17.8K
$674K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.05K- 3.73% |
$68.9K - $76.9K
|
52.8K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-2.05K- 5.56% |
$69.1K - $77.2K
|
34.9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.06K- 78.96% |
$69.3K - $77.4K
|
549
$20.8K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.18K- 8.53% |
$73.3K - $81.9K
|
23.4K
$885K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.22K- 5.85% |
$74.7K - $83.4K
|
35.8K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.23K- 9.69% |
$74.9K - $83.7K
|
20.8K
$786K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-2.23K- 21.29% |
$74.9K - $83.7K
|
8.24K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.27K- 50.33% |
$76.3K - $85.2K
|
2.24K
$84.7K
|