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 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 330.77% |
$36.1K - $40.4K
|
1.4K
$53.4K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 131.94% |
$36K - $40.2K
|
1.88K
$71.7K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.06K+ 9.1% |
$35.8K - $40K
|
12.8K
$486K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.06K+ 34.03% |
$35.6K - $39.8K
|
4.18K
$159K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 1.93% |
$35.3K - $39.4K
|
55.4K
$2.11M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.04K+ 14.15% |
$34.8K - $38.9K
|
8.35K
$318K
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
1.03K+ 71.82% |
$34.7K - $38.8K
|
2.47K
$94.2K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
945+ 6.91% |
$31.8K - $35.5K
|
14.6K
$557K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
929+ 10.2% |
$31.2K - $34.9K
|
10K
$383K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
891+ 39.71% |
$30K - $33.5K
|
3.14K
$120K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
861+ 32.42% |
$28.9K - $32.3K
|
3.52K
$134K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
848+ 5.92% |
$28.5K - $31.9K
|
15.2K
$579K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
820+ 41.9% |
$27.6K - $30.8K
|
2.78K
$106K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
814+ 3.78% |
$27.4K - $30.6K
|
22.4K
$853K
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
804+ 0.46% |
$27K - $30.2K
|
175K
$6.68M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
789+ 0.1% |
$26.5K - $29.6K
|
824K
$31.4M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
769+ 6.53% |
$25.9K - $28.9K
|
12.5K
$478K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
725+ 10.42% |
$24.4K - $27.2K
|
7.68K
$293K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 1.92% |
$24.1K - $26.9K
|
38K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
714+ 9.19% |
$24K - $26.8K
|
8.48K
$324K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$23.5K - $26.3K
|
700
$26.7K
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
687+ 7.67% |
$23.1K - $25.8K
|
9.65K
$368K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
681New |
$22.9K - $25.6K
|
681
$26K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
647+ 3235.0% |
$21.8K - $24.3K
|
667
$25.4K
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
639+ 6.47% |
$21.5K - $24K
|
10.5K
$401K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
632+ 8.65% |
$21.2K - $23.7K
|
7.94K
$303K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
624New |
$21K - $23.4K
|
624
$23.8K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
616+ 34.55% |
$20.7K - $23.1K
|
2.4K
$91.5K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
603+ 26.59% |
$20.3K - $22.7K
|
2.87K
$109K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
600+ 10.71% |
$20.2K - $22.5K
|
6.2K
$236K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
594New |
$20K - $22.3K
|
594
$22.7K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
579+ 166.38% |
$19.5K - $21.8K
|
927
$35.4K
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
578+ 6.3% |
$19.4K - $21.7K
|
9.76K
$372K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
571+ 2.98% |
$19.2K - $21.5K
|
19.8K
$754K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
560+ 34.53% |
$18.8K - $21K
|
2.18K
$83.2K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
552+ 1.37% |
$18.6K - $20.7K
|
41K
$1.56M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
547+ 5.26% |
$18.4K - $20.6K
|
11K
$418K
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
513New |
$17.2K - $19.3K
|
513
$19.6K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
503+ 2.59% |
$16.9K - $18.9K
|
19.9K
$760K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
498+ 0.61% |
$16.7K - $18.7K
|
82K
$3.13M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
480+ 3.62% |
$16.1K - $18K
|
13.7K
$524K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
474New |
$15.9K - $17.8K
|
474
$18.1K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472+ 5.31% |
$15.9K - $17.7K
|
9.36K
$357K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
454+ 5.6% |
$15.3K - $17.1K
|
8.56K
$326K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
443+ 651.47% |
$14.9K - $16.6K
|
511
$19.5K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
433New |
$14.6K - $16.3K
|
433
$16.5K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
424New |
$14.3K - $15.9K
|
424
$16.2K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
420+ 7.53% |
$14.1K - $15.8K
|
6K
$229K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
396+ 3.16% |
$13.3K - $14.9K
|
12.9K
$493K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
337+ 2.93% |
$11.3K - $12.7K
|
11.9K
$452K
|