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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-307- 1.02% |
$12.1K - $13.4K
|
29.8K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.64% |
$12.2K - $13.5K
|
48.2K
$2.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-310- 3.33% |
$12.2K - $13.5K
|
8.99K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-311- 2.9% |
$12.2K - $13.6K
|
10.4K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-318- 0.71% |
$12.5K - $13.9K
|
44.2K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-321- 2.17% |
$12.6K - $14K
|
14.5K
$629K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-327- 1.57% |
$12.8K - $14.3K
|
20.6K
$893K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-337- 1.81% |
$13.2K - $14.7K
|
18.3K
$794K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-352- 0.33% |
$13.8K - $15.4K
|
105K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-355- 3.74% |
$13.9K - $15.5K
|
9.15K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-355- 3.74% |
$13.9K - $15.5K
|
9.15K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-364- 3.41% |
$14.3K - $15.9K
|
10.3K
$448K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-370- 2.21% |
$14.5K - $16.1K
|
16.4K
$710K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-380- 2.39% |
$14.9K - $16.6K
|
15.5K
$674K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-390- 12.05% |
$15.3K - $17K
|
2.85K
$124K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-394- 1.45% |
$15.5K - $17.2K
|
26.8K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-401- 18.9% |
$15.7K - $17.5K
|
1.72K
$74.7K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-406- 3.18% |
$15.9K - $17.7K
|
12.4K
$537K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-412- 6.7% |
$16.2K - $18K
|
5.73K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-413- 1.11% |
$16.2K - $18K
|
36.7K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-419- 2.75% |
$16.4K - $18.3K
|
14.8K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-422- 1.62% |
$16.6K - $18.4K
|
25.6K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$267K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-446- 5.32% |
$17.5K - $19.5K
|
7.93K
$345K
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-450- 2.51% |
$17.7K - $19.6K
|
17.5K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-460- 1.97% |
$18.1K - $20.1K
|
22.8K
$992K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-470- 10.78% |
$18.5K - $20.5K
|
3.89K
$169K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-473- 3.6% |
$18.6K - $20.6K
|
12.7K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-480- 58.04% |
$18.8K - $20.9K
|
347
$15.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-485- 7.17% |
$19K - $21.2K
|
6.28K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-487- 23.98% |
$19.1K - $21.2K
|
1.54K
$67.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-500- 4.98% |
$19.6K - $21.8K
|
9.55K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-500- 15.3% |
$19.6K - $21.8K
|
2.77K
$120K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-500- 1.49% |
$19.6K - $21.8K
|
33K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-512- 1.06% |
$20.1K - $22.3K
|
48K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-546- 4.17% |
$21.4K - $23.8K
|
12.5K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-550- 9.53% |
$21.6K - $24K
|
5.22K
$227K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-557- 9.96% |
$21.9K - $24.3K
|
5.04K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-565- 4.4% |
$22.2K - $24.6K
|
12.3K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-567- 8.39% |
$22.3K - $24.7K
|
6.19K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-571- 1.06% |
$22.4K - $24.9K
|
53.3K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-574- 10.23% |
$22.5K - $25K
|
5.04K
$219K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-582- 3.78% |
$22.8K - $25.4K
|
14.8K
$643K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-598- 3.27% |
$23.5K - $26.1K
|
17.7K
$768K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-604- 9.13% |
$23.7K - $26.3K
|
6.01K
$261K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-604- 9.13% |
$23.7K - $26.3K
|
6.01K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-621- 4.71% |
$24.4K - $27.1K
|
12.6K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-637- 1.99% |
$25K - $27.8K
|
31.4K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-647- 13.34% |
$25.4K - $28.2K
|
4.2K
$183K
|