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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
80+ 0.42% |
$2.69K - $3.01K
|
19.2K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
80+ 0.47% |
$2.69K - $3.01K
|
17K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
78+ 0.25% |
$2.62K - $2.93K
|
31.6K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
76+ 1.19% |
$2.56K - $2.86K
|
6.45K
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
69+ 19.11% |
$2.32K - $2.59K
|
430
$16.4K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 5.43% |
$2.25K - $2.52K
|
1.3K
$49.6K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
59+ 0.01% |
$1.98K - $2.22K
|
488K
$18.6M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
55+ 2.6% |
$1.85K - $2.07K
|
2.17K
$82.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
53+ 0.11% |
$1.78K - $1.99K
|
46.7K
$1.78M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48+ 0.36% |
$1.61K - $1.8K
|
13.5K
$515K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 0.5% |
$1.61K - $1.8K
|
9.6K
$366K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47+ 0.44% |
$1.58K - $1.77K
|
10.7K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
45+ 0.06% |
$1.51K - $1.69K
|
70.9K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43+ 5.67% |
$1.45K - $1.62K
|
801
$30.6K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 0.32% |
$1.24K - $1.39K
|
11.5K
$438K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
36+ 0.49% |
$1.21K - $1.35K
|
7.33K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34+ 0.23% |
$1.14K - $1.28K
|
14.5K
$554K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 48.57% |
$1.14K - $1.28K
|
104
$3.97K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31+ 124.0% |
$1.04K - $1.16K
|
56
$2.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$1.14K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 60.0% |
$1.01K - $1.13K
|
80
$3.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 1.52% |
$1.01K - $1.13K
|
2.01K
$76.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
30+ 0.12% |
$1.01K - $1.13K
|
25.6K
$976K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.42% |
$908 - $1.01K
|
6.39K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24+ 1.74% |
$807 - $902
|
1.4K
$53.5K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$807 - $902
|
24
$915
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
20+ 2.39% |
$672 - $751
|
857
$32.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 48.72% |
$639 - $714
|
58
$2.21K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18+ 120.0% |
$605 - $676
|
33
$1.26K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$538 - $601
|
16
$610
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 3.4% |
$471 - $526
|
426
$16.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 13.13% |
$437 - $488
|
112
$4.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 1.18% |
$370 - $413
|
946
$36.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 5.08% |
$336 - $376
|
207
$7.89K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.94% |
$336 - $376
|
1.07K
$41K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$303 - $338
|
11.6K
$441K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$303 - $338
|
8.37K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.1% |
$269 - $301
|
738
$28.1K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 72.73% |
$269 - $301
|
19
$725
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.12% |
$269 - $301
|
6.77K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 3.28% |
$269 - $301
|
252
$9.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.11% |
$235 - $263
|
6.58K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.09% |
$235 - $263
|
7.84K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 26.09% |
$202 - $225
|
29
$1.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.97% |
$168 - $188
|
518
$19.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.04% |
$134 - $150
|
10.9K
$417K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$134 - $150
|
4
$153
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.04% |
$101 - $113
|
7K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.43% |
$101 - $113
|
708
$27K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$67.2 - $75.1
|
4.89K
$186K
|