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 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
217+ 4.13% |
$8.52K - $9.46K
|
5.47K
$209K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
215+ 3.29% |
$8.44K - $9.38K
|
6.76K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
211+ 4.26% |
$8.28K - $9.2K
|
5.17K
$197K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
210+ 3.75% |
$8.24K - $9.16K
|
5.8K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$7.85K - $8.72K
|
200
$7.63K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
200+ 3.47% |
$7.85K - $8.72K
|
5.97K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
200+ 27.21% |
$7.85K - $8.72K
|
935
$35.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 40.0% |
$7.85K - $8.72K
|
700
$26.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
196+ 0.39% |
$7.69K - $8.55K
|
49.9K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
178+ 1.24% |
$6.99K - $7.76K
|
14.5K
$553K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
174+ 2.94% |
$6.83K - $7.59K
|
6.09K
$232K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
168+ 9.76% |
$6.6K - $7.33K
|
1.89K
$72K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
168+ 3.27% |
$6.6K - $7.33K
|
5.3K
$202K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
163+ 1.97% |
$6.4K - $7.11K
|
8.42K
$321K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
159+ 5.37% |
$6.24K - $6.93K
|
3.12K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
155+ 0.67% |
$6.09K - $6.76K
|
23.4K
$894K
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
152+ 0.34% |
$5.97K - $6.63K
|
44.3K
$1.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
146+ 1.11% |
$5.73K - $6.37K
|
13.3K
$509K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
142+ 81.61% |
$5.57K - $6.19K
|
316
$12.1K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
142+ 1.05% |
$5.57K - $6.19K
|
13.6K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
135+ 0.43% |
$5.3K - $5.89K
|
31.4K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
131+ 0.12% |
$5.14K - $5.71K
|
111K
$4.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
127+ 1.54% |
$4.99K - $5.54K
|
8.38K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123+ 0.4% |
$4.83K - $5.36K
|
30.6K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116New |
$4.55K - $5.06K
|
116
$4.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
114+ 19.0% |
$4.48K - $4.97K
|
714
$27.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
114+ 0.33% |
$4.48K - $4.97K
|
34.2K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
113+ 0.83% |
$4.44K - $4.93K
|
13.7K
$521K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
104+ 1.31% |
$4.08K - $4.54K
|
8.06K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
97+ 46.63% |
$3.81K - $4.23K
|
305
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
91+ 0.7% |
$3.57K - $3.97K
|
13.1K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
88+ 225.64% |
$3.45K - $3.84K
|
127
$4.84K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
81+ 0.48% |
$3.18K - $3.53K
|
17K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
77+ 0.79% |
$3.02K - $3.36K
|
9.8K
$374K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
67+ 0.68% |
$2.63K - $2.92K
|
9.87K
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.8% |
$2.55K - $2.83K
|
8.18K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59+ 0.31% |
$2.32K - $2.57K
|
18.9K
$722K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59+ 0.53% |
$2.32K - $2.57K
|
11.2K
$427K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
59+ 0.99% |
$2.32K - $2.57K
|
6.03K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
58+ 0.19% |
$2.28K - $2.53K
|
30.7K
$1.17M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
58+ 8.29% |
$2.28K - $2.53K
|
758
$28.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
55+ 1.01% |
$2.16K - $2.4K
|
5.51K
$210K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
54+ 0.77% |
$2.12K - $2.35K
|
7.04K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
52+ 0.86% |
$2.04K - $2.27K
|
6.11K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 0.4% |
$1.96K - $2.18K
|
12.6K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 0.69% |
$1.92K - $2.14K
|
7.2K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 23.0% |
$1.81K - $2.01K
|
246
$9.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
46+ 0.89% |
$1.81K - $2.01K
|
5.19K
$198K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45New |
$1.77K - $1.96K
|
45
$1.72K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
44+ 52.38% |
$1.73K - $1.92K
|
128
$4.88K
|