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 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.95K- 1.24% |
$76.6K - $85.1K
|
156K
$5.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.95K- 17.34% |
$76.7K - $85.2K
|
9.32K
$342K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.03K- 28.22% |
$79.5K - $88.3K
|
5.15K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.22K- 23.52% |
$87.2K - $96.8K
|
7.22K
$265K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.24K- 22.19% |
$88.1K - $97.8K
|
7.87K
$289K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.29K- 1.66% |
$90K - $100K
|
136K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-2.3K- 0.43% |
$90.2K - $100K
|
527K
$19.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.31K- 1.87% |
$90.5K - $101K
|
121K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.38K- 1.08% |
$93.6K - $104K
|
218K
$8.03M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.43K- 12.02% |
$95.4K - $106K
|
17.8K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-2.5K- 50.0% |
$98.2K - $109K
|
2.5K
$91.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.57K- 25.47% |
$101K - $112K
|
7.52K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.61K- 1.03% |
$102K - $114K
|
250K
$9.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.77K- 10.81% |
$109K - $121K
|
22.8K
$838K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.85K- 31.75% |
$112K - $124K
|
6.13K
$225K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.05K- 34.03% |
$120K - $133K
|
5.9K
$217K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.09K- 99.36% |
$121K - $135K
|
20
$735
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.15K- 10.04% |
$124K - $137K
|
28.3K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.21K- 2.05% |
$126K - $140K
|
154K
$5.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.23K- 39.11% |
$127K - $141K
|
5.03K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.23K- 1.57% |
$127K - $141K
|
203K
$7.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-3.48K- 2.25% |
$137K - $152K
|
151K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.48K- 34.18% |
$137K - $152K
|
6.71K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 1.49% |
$139K - $154K
|
234K
$8.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.57K- 6.11% |
$140K - $156K
|
54.9K
$2.02M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.87K- 11.74% |
$152K - $169K
|
29.1K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.97K- 0.23% |
$156K - $173K
|
1.69M
$62.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.01K- 35.42% |
$157K - $175K
|
7.31K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.01K- 1.56% |
$158K - $175K
|
252K
$9.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.23K- 2.95% |
$166K - $184K
|
139K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.42K- 13.18% |
$173K - $193K
|
29.1K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.66K- 2.58% |
$183K - $203K
|
176K
$6.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.72K- 22.59% |
$185K - $206K
|
16.2K
$594K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.73K- 18.09% |
$186K - $206K
|
21.4K
$788K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-4.79K- 0.47% |
$188K - $209K
|
1.01M
$37M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-4.92K- 30.84% |
$193K - $214K
|
11K
$405K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.95K- 5.26% |
$194K - $216K
|
89.2K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-5.08K- 14.21% |
$199K - $221K
|
30.6K
$1.13M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.22K- 92.72% |
$205K - $228K
|
410
$15.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-5.23K- 45.44% |
$205K - $228K
|
6.28K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.31K- 0.91% |
$208K - $231K
|
575K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 22.57% |
$216K - $240K
|
18.9K
$694K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-5.99KClosed |
$235K - $261K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6K- 3.4% |
$236K - $262K
|
171K
$6.28M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.19K- 0.24% |
$243K - $270K
|
2.61M
$96.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.25K- 38.4% |
$245K - $272K
|
10K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.28K- 35.71% |
$247K - $274K
|
11.3K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.35K- 6.54% |
$249K - $277K
|
90.7K
$3.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6.58K- 38.27% |
$258K - $287K
|
10.6K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.76K- 55.38% |
$265K - $295K
|
5.44K
$200K
|