Purchases and Sales Made in Q2 2024 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q2 2024. 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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17- 1.0% |
$588 - $658
|
1.69K
$62.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20- 8.7% |
$692 - $775
|
210
$7.72K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-21- 0.36% |
$727 - $813
|
5.79K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-24- 1.09% |
$831 - $930
|
2.17K
$79.8K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-24- 22.64% |
$831 - $930
|
82
$3.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-26- 0.37% |
$900 - $1.01K
|
6.97K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26- 1.81% |
$900 - $1.01K
|
1.41K
$52K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-31- 0.39% |
$1.07K - $1.2K
|
7.87K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-32- 0.32% |
$1.11K - $1.24K
|
10K
$369K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-33- 45.83% |
$1.14K - $1.28K
|
39
$1.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-34- 20.24% |
$1.18K - $1.32K
|
134
$4.93K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-38- 0.28% |
$1.32K - $1.47K
|
13.5K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-50- 3.47% |
$1.73K - $1.94K
|
1.39K
$51.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-59- 0.86% |
$2.04K - $2.29K
|
6.82K
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-64- 1.42% |
$2.22K - $2.48K
|
4.45K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-65- 3.04% |
$2.25K - $2.52K
|
2.07K
$76.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-67- 0.35% |
$2.32K - $2.59K
|
19.2K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-72- 6.46% |
$2.49K - $2.79K
|
1.04K
$38.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-74- 1.05% |
$2.56K - $2.87K
|
6.98K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-80- 1.63% |
$2.77K - $3.1K
|
4.83K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-92- 1.08% |
$3.18K - $3.56K
|
8.47K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-102- 0.88% |
$3.53K - $3.95K
|
11.5K
$422K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-105- 0.51% |
$3.63K - $4.07K
|
20.7K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-115- 15.54% |
$3.98K - $4.45K
|
625
$23K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-120- 1.77% |
$4.15K - $4.65K
|
6.65K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 6.03% |
$4.19K - $4.69K
|
1.88K
$69.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-124- 47.51% |
$4.29K - $4.8K
|
137
$5.04K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-126- 0.35% |
$4.36K - $4.88K
|
35.6K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 1.21% |
$4.43K - $4.96K
|
10.4K
$384K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-130- 20.63% |
$4.5K - $5.03K
|
500
$18.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-139- 6.02% |
$4.81K - $5.38K
|
2.17K
$79.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-144- 1.35% |
$4.98K - $5.58K
|
10.5K
$387K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 2.11% |
$5.12K - $5.73K
|
6.87K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 1.66% |
$5.19K - $5.81K
|
8.91K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 1.11% |
$5.19K - $5.81K
|
13.3K
$489K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 1.57% |
$5.33K - $5.96K
|
9.64K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-155- 2.08% |
$5.36K - $6K
|
7.29K
$268K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-156- 2.54% |
$5.4K - $6.04K
|
5.99K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-170- 34.0% |
$5.88K - $6.58K
|
330
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-170- 2.05% |
$5.88K - $6.58K
|
8.13K
$299K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-182- 7.37% |
$6.3K - $7.05K
|
2.29K
$84.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-185- 1.26% |
$6.4K - $7.17K
|
14.5K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-188- 0.6% |
$6.51K - $7.28K
|
31.3K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-189- 0.21% |
$6.54K - $7.32K
|
90.8K
$3.34M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-189- 0.11% |
$6.54K - $7.32K
|
166K
$6.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-190- 2.89% |
$6.58K - $7.36K
|
6.39K
$235K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-190- 1.83% |
$6.58K - $7.36K
|
10.2K
$374K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-191- 44.42% |
$6.61K - $7.4K
|
239
$8.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-201- 1.45% |
$6.96K - $7.78K
|
13.6K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-216- 0.86% |
$7.48K - $8.37K
|
24.9K
$915K
|