Purchases and Sales Made in Q2 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-165- 3.35% |
$6.75K - $8.29K
|
4.76K
$175K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-180- 2.44% |
$7.36K - $9.05K
|
7.2K
$265K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-181- 3.58% |
$7.4K - $9.1K
|
4.88K
$180K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-182Closed |
$7.45K - $9.15K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-186- 1.01% |
$7.61K - $9.35K
|
18.2K
$672K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-192- 3.44% |
$7.85K - $9.65K
|
5.39K
$198K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-199- 1.99% |
$8.14K - $10K
|
9.8K
$361K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-204- 0.66% |
$8.35K - $10.3K
|
30.9K
$1.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-206- 1.24% |
$8.43K - $10.4K
|
16.4K
$605K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-209- 0.75% |
$8.55K - $10.5K
|
27.6K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-223- 1.81% |
$9.12K - $11.2K
|
12.1K
$445K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-224- 3.21% |
$9.16K - $11.3K
|
6.76K
$249K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-225- 90.0% |
$9.2K - $11.3K
|
25
$921
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-225- 3.73% |
$9.2K - $11.3K
|
5.81K
$214K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-227- 3.25% |
$9.29K - $11.4K
|
6.75K
$249K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-240- 4.32% |
$9.82K - $12.1K
|
5.32K
$196K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-244- 0.31% |
$9.98K - $12.3K
|
79.4K
$2.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-245- 1.34% |
$10K - $12.3K
|
18K
$663K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 1.03% |
$10.2K - $12.6K
|
24K
$884K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-253- 1.46% |
$10.4K - $12.7K
|
17.1K
$628K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-255- 2.56% |
$10.4K - $12.8K
|
9.69K
$357K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-258- 8.65% |
$10.6K - $13K
|
2.73K
$100K
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-260- 3.33% |
$10.6K - $13.1K
|
7.56K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-260- 0.5% |
$10.6K - $13.1K
|
51.9K
$1.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-273- 3.51% |
$11.2K - $13.7K
|
7.51K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-286- 0.11% |
$11.7K - $14.4K
|
259K
$9.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-290- 48.49% |
$11.9K - $14.6K
|
308
$11.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-303Closed |
$12.4K - $15.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-307- 7.56% |
$12.6K - $15.4K
|
3.75K
$138K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-336- 94.65% |
$13.7K - $16.9K
|
19
$700
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-345- 7.82% |
$14.1K - $17.3K
|
4.07K
$150K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-346- 15.18% |
$14.2K - $17.4K
|
1.93K
$71.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-350- 7.99% |
$14.3K - $17.6K
|
4.03K
$148K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-363- 4.91% |
$14.9K - $18.2K
|
7.03K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-364- 1.6% |
$14.9K - $18.3K
|
22.4K
$824K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-366- 1.07% |
$15K - $18.4K
|
33.8K
$1.25M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-397- 26.84% |
$16.2K - $19.9K
|
1.08K
$39.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-400- 1.6% |
$16.4K - $20.1K
|
24.6K
$907K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 6.47% |
$16.4K - $20.1K
|
5.79K
$213K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-402Closed |
$16.4K - $20.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-407- 6.96% |
$16.7K - $20.5K
|
5.44K
$200K
|
|
|
Jul 28, 2022
Q2 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-419- 2.24% |
$17.1K - $21.1K
|
18.3K
$672K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-421- 4.73% |
$17.2K - $21.2K
|
8.47K
$312K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-422- 1.07% |
$17.3K - $21.2K
|
39.1K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-458- 0.24% |
$18.7K - $23K
|
189K
$6.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-464- 2.77% |
$19K - $23.3K
|
16.3K
$600K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-467- 33.33% |
$19.1K - $23.5K
|
934
$34.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-474- 7.21% |
$19.4K - $23.8K
|
6.1K
$225K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 1.23% |
$20.5K - $25.1K
|
40K
$1.47M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-510- 0.46% |
$20.9K - $25.6K
|
110K
$4.06M
|