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 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
320+ 0.03% |
$10.8K - $12K
|
1.06M
$40.5M
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
310+ 2.15% |
$10.4K - $11.6K
|
14.7K
$562K
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
290+ 3.0% |
$9.75K - $10.9K
|
9.95K
$380K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
281+ 2.07% |
$9.45K - $10.6K
|
13.8K
$528K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
280+ 2.48% |
$9.41K - $10.5K
|
11.6K
$442K
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
277+ 0.05% |
$9.31K - $10.4K
|
532K
$20.3M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 6.79% |
$8.98K - $10K
|
4.2K
$160K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
250New |
$8.41K - $9.39K
|
250
$9.54K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
249+ 2.37% |
$8.37K - $9.35K
|
10.7K
$409K
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
244+ 13.98% |
$8.2K - $9.17K
|
1.99K
$75.9K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
239+ 0.12% |
$8.04K - $8.98K
|
206K
$7.85M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
238+ 1.06% |
$8K - $8.94K
|
22.7K
$867K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232New |
$7.8K - $8.72K
|
232
$8.85K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230New |
$7.73K - $8.64K
|
230
$8.77K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
224+ 1.74% |
$7.53K - $8.42K
|
13.1K
$499K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 51.9% |
$7.36K - $8.23K
|
641
$24.4K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218+ 3.69% |
$7.33K - $8.19K
|
6.13K
$234K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
205+ 1.43% |
$6.89K - $7.7K
|
14.6K
$555K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
203+ 106.84% |
$6.82K - $7.63K
|
393
$15K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
203+ 203.0% |
$6.82K - $7.63K
|
303
$11.6K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.07% |
$6.72K - $7.51K
|
273K
$10.4M
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
199New |
$6.69K - $7.48K
|
199
$7.59K
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
183+ 0.17% |
$6.15K - $6.88K
|
109K
$4.15M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
172+ 2.48% |
$5.78K - $6.46K
|
7.1K
$271K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.98% |
$5.72K - $6.39K
|
17.5K
$667K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
167+ 2.24% |
$5.61K - $6.27K
|
7.63K
$291K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
165+ 2.06% |
$5.55K - $6.2K
|
8.16K
$311K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
162+ 2.87% |
$5.45K - $6.09K
|
5.82K
$222K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
161+ 27.81% |
$5.41K - $6.05K
|
740
$28.2K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
160+ 2.61% |
$5.38K - $6.01K
|
6.29K
$240K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
158+ 0.89% |
$5.31K - $5.94K
|
18K
$687K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
156+ 71.56% |
$5.24K - $5.86K
|
374
$14.3K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
154+ 2.57% |
$5.18K - $5.79K
|
6.14K
$234K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.04K - $5.64K
|
150
$5.72K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
150New |
$5.04K - $5.64K
|
150
$5.72K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
148+ 1.94% |
$4.98K - $5.56K
|
7.76K
$296K
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
143+ 0.03% |
$4.81K - $5.37K
|
417K
$15.9M
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
143+ 2.47% |
$4.81K - $5.37K
|
5.93K
$226K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
132+ 4.51% |
$4.44K - $4.96K
|
3.06K
$117K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
126New |
$4.24K - $4.73K
|
126
$4.81K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
126+ 0.03% |
$4.24K - $4.73K
|
441K
$16.8M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
124+ 90.51% |
$4.17K - $4.66K
|
261
$9.95K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
123+ 8.24% |
$4.14K - $4.62K
|
1.62K
$61.6K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
114+ 7.3% |
$3.83K - $4.28K
|
1.68K
$63.9K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
111+ 1.98% |
$3.73K - $4.17K
|
5.71K
$218K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
93New |
$3.13K - $3.49K
|
93
$3.55K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
93+ 9.1% |
$3.13K - $3.49K
|
1.12K
$42.5K
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
90+ 0.9% |
$3.03K - $3.38K
|
10K
$383K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
83+ 2.83% |
$2.79K - $3.12K
|
3.02K
$115K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81+ 1.14% |
$2.72K - $3.04K
|
7.16K
$273K
|