Purchases and Sales Made in Q2 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.03% |
$118 - $131
|
11.1K
$480K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$78.5 - $87.2
|
312
$13.6K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.06% |
$78.5 - $87.2
|
3.48K
$151K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$78.5 - $87.2
|
436
$18.9K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.34% |
$78.5 - $87.2
|
590
$25.6K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$78.5 - $87.2
|
8.32K
$361K
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$39.3 - $43.6
|
31.7K
$1.38M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.06% |
$39.3 - $43.6
|
1.66K
$72.3K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.46% |
$39.3 - $43.6
|
217
$9.42K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.18% |
$39.3 - $43.6
|
549
$23.8K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.14% |
$78.5 - $87.2
|
1.39K
$60.5K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.37% |
$196 - $218
|
1.34K
$58.1K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.16% |
$275 - $305
|
4.48K
$194K
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-8- 0.09% |
$314 - $349
|
9.37K
$407K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 24.32% |
$353 - $392
|
28
$1.22K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14- 41.18% |
$550 - $611
|
20
$869
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.26% |
$589 - $654
|
5.79K
$251K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 1.12% |
$707 - $785
|
1.59K
$68.9K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 2.07% |
$746 - $829
|
901
$39.1K
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-19- 0.34% |
$746 - $829
|
5.5K
$239K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 2.4% |
$785 - $872
|
814
$35.4K
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-20- 0.29% |
$785 - $872
|
6.86K
$298K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 1.99% |
$864 - $959
|
1.09K
$47.2K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 8.28% |
$942 - $1.05K
|
266
$11.6K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-25- 0.28% |
$982 - $1.09K
|
8.85K
$384K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-25- 0.41% |
$982 - $1.09K
|
6.02K
$262K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 0.58% |
$1.02K - $1.13K
|
4.46K
$194K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-26- 24.53% |
$1.02K - $1.13K
|
80
$3.47K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.16% |
$1.1K - $1.22K
|
17.8K
$774K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.34% |
$1.22K - $1.35K
|
9.12K
$396K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-35- 0.22% |
$1.37K - $1.53K
|
15.9K
$689K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-36- 0.54% |
$1.41K - $1.57K
|
6.66K
$289K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-38- 0.22% |
$1.49K - $1.66K
|
17K
$740K
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40- 0.12% |
$1.57K - $1.74K
|
34.3K
$1.49M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-40- 0.53% |
$1.57K - $1.74K
|
7.5K
$326K
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40- 0.12% |
$1.57K - $1.74K
|
34.3K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 7.71% |
$1.61K - $1.79K
|
491
$21.3K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-46- 7.74% |
$1.81K - $2.01K
|
548
$23.8K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 6.1% |
$1.85K - $2.05K
|
723
$31.4K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 4.55% |
$1.85K - $2.05K
|
987
$42.9K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-48- 0.38% |
$1.88K - $2.09K
|
12.7K
$551K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55- 0.25% |
$2.16K - $2.4K
|
21.7K
$942K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-56- 9.18% |
$2.2K - $2.44K
|
554
$24.1K
|
|
Aug 11, 2023
Q2 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-59- 0.98% |
$2.32K - $2.57K
|
5.96K
$259K
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-64- 1.05% |
$2.51K - $2.79K
|
6.01K
$261K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-70- 0.82% |
$2.75K - $3.05K
|
8.51K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-70- 1.87% |
$2.75K - $3.05K
|
3.68K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-74- 34.58% |
$2.91K - $3.23K
|
140
$6.08K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-76- 4.23% |
$2.98K - $3.31K
|
1.72K
$74.7K
|