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
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
43+ 0.85% |
$1.69K - $1.88K
|
5.12K
$188K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
43+ 19.72% |
$1.69K - $1.88K
|
261
$9.59K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.61K - $1.79K
|
41
$1.51K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 2.86% |
$1.61K - $1.79K
|
1.47K
$54.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 2.86% |
$1.61K - $1.79K
|
1.47K
$54.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.8% |
$1.57K - $1.74K
|
5.04K
$185K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$1.53K - $1.7K
|
6.15K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
37+ 1.57% |
$1.45K - $1.61K
|
2.39K
$87.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 60.34% |
$1.37K - $1.53K
|
93
$3.42K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
35+ 0.14% |
$1.37K - $1.53K
|
24.5K
$900K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 0.17% |
$1.3K - $1.44K
|
19.9K
$730K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
32+ 0.35% |
$1.26K - $1.4K
|
9.16K
$337K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 0.98% |
$1.26K - $1.4K
|
3.3K
$121K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
31+ 0.46% |
$1.22K - $1.35K
|
6.78K
$249K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
28New |
$1.1K - $1.22K
|
28
$1.03K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28+ 0.39% |
$1.1K - $1.22K
|
7.2K
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$982 - $1.09K
|
5.46K
$201K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 0.1% |
$903 - $1K
|
22.1K
$811K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 117.65% |
$785 - $872
|
37
$1.36K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
20+ 0.41% |
$785 - $872
|
4.94K
$182K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
19+ 0.34% |
$746 - $829
|
5.62K
$207K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.89% |
$707 - $785
|
2.04K
$74.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$707 - $785
|
18
$662
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 0.59% |
$667 - $741
|
2.9K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13New |
$510 - $567
|
13
$478
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
12+ 0.06% |
$471 - $523
|
21.4K
$785K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12New |
$471 - $523
|
12
$441
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
11+ 0.09% |
$432 - $480
|
11.8K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10+ 0.1% |
$393 - $436
|
9.59K
$352K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.19% |
$393 - $436
|
5.31K
$195K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 8.47% |
$393 - $436
|
128
$4.71K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.4% |
$353 - $392
|
2.24K
$82.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.72% |
$353 - $392
|
1.25K
$46K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9+ 0.11% |
$353 - $392
|
8.4K
$309K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 0.09% |
$314 - $349
|
9.28K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
7+ 0.01% |
$275 - $305
|
51.8K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$275 - $305
|
5.38K
$198K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.99% |
$275 - $305
|
717
$26.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.29% |
$275 - $305
|
2.44K
$89.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
7+ 0.09% |
$275 - $305
|
8.1K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.14% |
$196 - $218
|
3.67K
$135K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 1.0% |
$196 - $218
|
504
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$196 - $218
|
6.46K
$237K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 9.76% |
$157 - $174
|
45
$1.65K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$157 - $174
|
7.86K
$289K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$157 - $174
|
4
$147
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.04% |
$118 - $131
|
7.09K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.03% |
$118 - $131
|
11.1K
$407K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.85% |
$118 - $131
|
354
$13K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$78.5 - $87.2
|
312
$11.5K
|