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 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-81- 0.84% |
$3.18K - $3.53K
|
9.56K
$415K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-81- 1.33% |
$3.18K - $3.53K
|
6.01K
$261K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-88- 0.31% |
$3.45K - $3.84K
|
28.2K
$1.22M
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-93- 1.0% |
$3.65K - $4.06K
|
9.19K
$399K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 18.18% |
$3.93K - $4.36K
|
450
$19.5K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-102- 1.63% |
$4K - $4.45K
|
6.16K
$268K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-104- 3.6% |
$4.08K - $4.54K
|
2.79K
$121K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-105- 1.21% |
$4.12K - $4.58K
|
8.57K
$372K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-105- 35.84% |
$4.12K - $4.58K
|
188
$8.16K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-107- 34.52% |
$4.2K - $4.67K
|
203
$8.82K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-107- 0.17% |
$4.2K - $4.67K
|
62.2K
$2.7M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-108- 1.37% |
$4.24K - $4.71K
|
7.76K
$337K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-108- 1.09% |
$4.24K - $4.71K
|
9.78K
$425K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-109- 37.46% |
$4.28K - $4.75K
|
182
$7.9K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-110- 1.48% |
$4.32K - $4.8K
|
7.34K
$319K
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-117- 1.01% |
$4.59K - $5.1K
|
11.5K
$499K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-118- 0.75% |
$4.63K - $5.15K
|
15.5K
$675K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-120- 2.16% |
$4.71K - $5.23K
|
5.44K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.68% |
$4.91K - $5.45K
|
4.55K
$197K
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-133- 1.92% |
$5.22K - $5.8K
|
6.78K
$295K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-134- 1.96% |
$5.26K - $5.84K
|
6.7K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-142- 2.66% |
$5.57K - $6.19K
|
5.19K
$225K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-148- 2.25% |
$5.81K - $6.45K
|
6.43K
$279K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-150- 2.33% |
$5.89K - $6.54K
|
6.3K
$273K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-156- 6.18% |
$6.12K - $6.8K
|
2.37K
$103K
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-159- 1.85% |
$6.24K - $6.93K
|
8.46K
$367K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-165- 0.72% |
$6.48K - $7.2K
|
22.6K
$982K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-166- 5.6% |
$6.52K - $7.24K
|
2.8K
$122K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-172- 2.23% |
$6.75K - $7.5K
|
7.56K
$328K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-179- 0.53% |
$7.03K - $7.81K
|
33.4K
$1.45M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-181- 2.75% |
$7.11K - $7.89K
|
6.41K
$278K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-181- 0.94% |
$7.11K - $7.89K
|
19.1K
$830K
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-194- 2.12% |
$7.62K - $8.46K
|
8.97K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-198- 8.55% |
$7.77K - $8.63K
|
2.12K
$92K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 18.18% |
$7.85K - $8.72K
|
900
$39.1K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 3.46% |
$7.85K - $8.72K
|
5.59K
$243K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-212- 0.22% |
$8.32K - $9.25K
|
97.2K
$4.22M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-221- 1.1% |
$8.68K - $9.64K
|
19.9K
$863K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-223- 42.16% |
$8.75K - $9.73K
|
306
$13.3K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-224- 1.92% |
$8.79K - $9.77K
|
11.4K
$496K
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-230- 1.65% |
$9.03K - $10K
|
13.7K
$595K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-234- 0.93% |
$9.19K - $10.2K
|
24.9K
$1.08M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-235- 6.28% |
$9.23K - $10.2K
|
3.51K
$152K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-237Closed |
$9.3K - $10.3K
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-257- 21.47% |
$10.1K - $11.2K
|
940
$40.8K
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-262- 0.88% |
$10.3K - $11.4K
|
29.6K
$1.28M
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-265- 1.74% |
$10.4K - $11.6K
|
15K
$651K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-274- 2.95% |
$10.8K - $11.9K
|
9.01K
$391K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-293- 15.08% |
$11.5K - $12.8K
|
1.65K
$71.7K
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-300- 4.24% |
$11.8K - $13.1K
|
6.78K
$295K
|