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 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.23KNew |
$277K - $309K
|
8.23K
$314K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.21KNew |
$276K - $308K
|
8.21K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.1K+ 4.79% |
$272K - $304K
|
177K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
8.1K+ 12.34% |
$272K - $304K
|
73.7K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.98K+ 4.43% |
$268K - $300K
|
188K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.97K+ 2282.23% |
$268K - $299K
|
8.31K
$317K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.83K+ 130.33% |
$263K - $294K
|
13.8K
$528K
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
7.76K+ 5.8% |
$261K - $291K
|
141K
$5.39M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.56KNew |
$254K - $284K
|
7.56K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.54K+ 94.26% |
$253K - $283K
|
15.5K
$592K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.47K+ 16.15% |
$251K - $281K
|
53.7K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.47K+ 16.15% |
$251K - $281K
|
53.7K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
7.44K+ 6.35% |
$250K - $280K
|
125K
$4.75M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7.44K+ 9.57% |
$250K - $279K
|
85.1K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
7.38KNew |
$248K - $277K
|
7.38K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.24K+ 13.06% |
$244K - $272K
|
62.7K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.23KNew |
$243K - $271K
|
7.23K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.22KNew |
$243K - $271K
|
7.22K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.22K+ 0.8% |
$243K - $271K
|
911K
$34.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.1KNew |
$239K - $267K
|
7.1K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.82KNew |
$229K - $256K
|
6.82K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6.81KNew |
$229K - $256K
|
6.81K
$260K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.7KNew |
$225K - $252K
|
6.7K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.64KNew |
$223K - $249K
|
6.64K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
6.61KNew |
$222K - $248K
|
6.61K
$252K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.59KNew |
$221K - $248K
|
6.59K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.59KNew |
$221K - $247K
|
6.59K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.57KNew |
$221K - $247K
|
6.57K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
6.5KNew |
$218K - $244K
|
6.5K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
6.4KNew |
$215K - $240K
|
6.4K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.38KNew |
$214K - $240K
|
6.38K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.37KNew |
$214K - $239K
|
6.37K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.26KNew |
$211K - $235K
|
6.26K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25K+ 7.35% |
$210K - $235K
|
91.3K
$3.48M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.2KNew |
$208K - $233K
|
6.2K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.16KNew |
$207K - $231K
|
6.16K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$206K - $230K
|
6.12K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.11KNew |
$206K - $230K
|
6.11K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.88KNew |
$198K - $221K
|
5.88K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.87KNew |
$197K - $220K
|
5.87K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.74KNew |
$193K - $216K
|
5.74K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.73K+ 12.95% |
$193K - $215K
|
50K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
5.66K+ 2.02% |
$190K - $213K
|
286K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.66KNew |
$190K - $212K
|
5.66K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
5.64KNew |
$190K - $212K
|
5.64K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.64KNew |
$190K - $212K
|
5.64K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.61KNew |
$189K - $211K
|
5.61K
$214K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.57KNew |
$187K - $209K
|
5.57K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.57KNew |
$187K - $209K
|
5.57K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.56KNew |
$187K - $209K
|
5.56K
$212K
|