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 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.39K+ 1.77% |
$54.7K - $60.8K
|
80K
$2.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.38K+ 49.77% |
$54.1K - $60.1K
|
4.15K
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.36K+ 27.42% |
$53.4K - $59.3K
|
6.32K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.33K+ 0.64% |
$52.2K - $58K
|
209K
$7.66M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.29K+ 10.6% |
$50.5K - $56.1K
|
13.4K
$494K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.27KNew |
$49.9K - $55.5K
|
1.27K
$46.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.21K+ 0.28% |
$47.7K - $52.9K
|
437K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.21K+ 1.36% |
$47.3K - $52.6K
|
89.7K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 6.48% |
$46.8K - $52K
|
19.6K
$721K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.19K+ 2.84% |
$46.8K - $51.9K
|
43.1K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.17K+ 7.11% |
$46.1K - $51.2K
|
17.7K
$649K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.11K+ 0.86% |
$43.6K - $48.5K
|
131K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.1KNew |
$43.2K - $48K
|
1.1K
$40.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.09K+ 1.93% |
$42.9K - $47.7K
|
57.6K
$2.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1.09K+ 9.72% |
$42.9K - $47.6K
|
12.3K
$453K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
1.08K+ 6.39% |
$42.3K - $47K
|
17.9K
$659K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 8.84% |
$40.7K - $45.2K
|
12.8K
$469K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 6.3% |
$40.3K - $44.7K
|
17.3K
$636K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1K+ 18.87% |
$39.3K - $43.6K
|
6.3K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
989+ 0.88% |
$38.8K - $43.1K
|
113K
$4.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
977+ 7.9% |
$38.4K - $42.6K
|
13.3K
$490K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
975+ 17.34% |
$38.3K - $42.5K
|
6.6K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
959+ 1.1% |
$37.7K - $41.8K
|
88.3K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
934+ 4.97% |
$36.7K - $40.7K
|
19.7K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
932New |
$36.6K - $40.6K
|
932
$34.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
929+ 17.87% |
$36.5K - $40.5K
|
6.13K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
919+ 69.25% |
$36.1K - $40.1K
|
2.25K
$82.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
896+ 7.43% |
$35.2K - $39.1K
|
13K
$476K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
893+ 4.48% |
$35.1K - $38.9K
|
20.8K
$766K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
871+ 3.66% |
$34.2K - $38K
|
24.7K
$907K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
865+ 45.36% |
$34K - $37.7K
|
2.77K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
858+ 0.6% |
$33.7K - $37.4K
|
143K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
834+ 4.67% |
$32.7K - $36.4K
|
18.7K
$686K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
821+ 272.76% |
$32.2K - $35.8K
|
1.12K
$41.2K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
821+ 272.76% |
$32.2K - $35.8K
|
1.12K
$41.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
809+ 3.32% |
$31.8K - $35.3K
|
25.2K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
713+ 5.3% |
$28K - $31.1K
|
14.2K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
706+ 5.72% |
$27.7K - $30.8K
|
13K
$480K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
704+ 12.92% |
$27.6K - $30.7K
|
6.15K
$226K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
698+ 5.18% |
$27.4K - $30.4K
|
14.2K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
693+ 0.21% |
$27.2K - $30.2K
|
335K
$12.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
689+ 11.79% |
$27.1K - $30K
|
6.53K
$240K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
669+ 10.99% |
$26.3K - $29.2K
|
6.76K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
661+ 1.97% |
$26K - $28.8K
|
34.2K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
655+ 0.56% |
$25.7K - $28.6K
|
118K
$4.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
652+ 2.63% |
$25.6K - $28.4K
|
25.5K
$936K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
603+ 11.48% |
$23.7K - $26.3K
|
5.86K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.22% |
$23.6K - $26.2K
|
274K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
597+ 0.77% |
$23.4K - $26K
|
78K
$2.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
589+ 1.46% |
$23.1K - $25.7K
|
40.8K
$1.5M
|