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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
597+ 0.77% |
$23.4K - $26K
|
78K
$3.39M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
589+ 1.46% |
$23.1K - $25.7K
|
40.8K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
586+ 8.34% |
$23K - $25.6K
|
7.62K
$331K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
585+ 3.41% |
$23K - $25.5K
|
17.8K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
585+ 1.53% |
$23K - $25.5K
|
38.9K
$1.69M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
557+ 1.36% |
$21.9K - $24.3K
|
41.5K
$1.8M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
557+ 1.36% |
$21.9K - $24.3K
|
41.5K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
549+ 8.07% |
$21.6K - $23.9K
|
7.35K
$319K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
543+ 171.84% |
$21.3K - $23.7K
|
859
$37.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
541+ 12.71% |
$21.2K - $23.6K
|
4.8K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
540+ 2.45% |
$21.2K - $23.5K
|
22.6K
$982K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
532+ 23.87% |
$20.9K - $23.2K
|
2.76K
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
511+ 8.6% |
$20.1K - $22.3K
|
6.46K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
505+ 3.84% |
$19.8K - $22K
|
13.7K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
479+ 3.61% |
$18.8K - $20.9K
|
13.7K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
479+ 0.9% |
$18.8K - $20.9K
|
53.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
456+ 8.7% |
$17.9K - $19.9K
|
5.7K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
451+ 5.03% |
$17.7K - $19.7K
|
9.42K
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449New |
$17.6K - $19.6K
|
449
$19.5K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
430New |
$16.9K - $18.8K
|
430
$18.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
426+ 189.33% |
$16.7K - $18.6K
|
651
$28.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
397+ 6.24% |
$15.6K - $17.3K
|
6.76K
$294K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
384New |
$15.1K - $16.7K
|
384
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
383New |
$15K - $16.7K
|
383
$16.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
378+ 1.91% |
$14.8K - $16.5K
|
20.1K
$875K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
375+ 1.86% |
$14.7K - $16.4K
|
20.6K
$893K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
373+ 2.65% |
$14.6K - $16.3K
|
14.5K
$628K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
362+ 4.76% |
$14.2K - $15.8K
|
7.96K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
346+ 0.03% |
$13.6K - $15.1K
|
1.01M
$43.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
342+ 0.97% |
$13.4K - $14.9K
|
35.7K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
339+ 3.0% |
$13.3K - $14.8K
|
11.6K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
335+ 33500.0% |
$13.2K - $14.6K
|
336
$14.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
325+ 196.97% |
$12.8K - $14.2K
|
490
$21.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
325+ 3.07% |
$12.8K - $14.2K
|
10.9K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
314+ 161.03% |
$12.3K - $13.7K
|
509
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
312+ 1.63% |
$12.2K - $13.6K
|
19.5K
$846K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
310+ 16.47% |
$12.2K - $13.5K
|
2.19K
$95.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
310+ 3.42% |
$12.2K - $13.5K
|
9.38K
$407K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
304+ 2.45% |
$11.9K - $13.3K
|
12.7K
$551K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.39% |
$11.8K - $13.1K
|
77.4K
$3.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
300+ 115.83% |
$11.8K - $13.1K
|
559
$24.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
299+ 3.65% |
$11.7K - $13K
|
8.48K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
298+ 4966.67% |
$11.7K - $13K
|
304
$13.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
276+ 3.27% |
$10.8K - $12K
|
8.72K
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
265+ 21.05% |
$10.4K - $11.6K
|
1.52K
$66.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
252+ 9.18% |
$9.89K - $11K
|
3K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$9.82K - $10.9K
|
250
$10.9K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
247+ 2.21% |
$9.7K - $10.8K
|
11.4K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
245+ 53.38% |
$9.62K - $10.7K
|
704
$30.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
238+ 0.49% |
$9.34K - $10.4K
|
48.8K
$2.12M
|