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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-219- 23.73% |
$7.58K - $8.48K
|
704
$25.9K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-222- 2.28% |
$7.68K - $8.6K
|
9.5K
$349K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-223- 0.42% |
$7.72K - $8.64K
|
53.5K
$1.97M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-223- 0.42% |
$7.72K - $8.64K
|
53.5K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-225- 1.29% |
$7.79K - $8.71K
|
17.2K
$631K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-238- 0.31% |
$8.24K - $9.22K
|
75.4K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 50.0% |
$8.31K - $9.3K
|
240
$8.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-242- 0.57% |
$8.38K - $9.37K
|
42.2K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254- 9.15% |
$8.79K - $9.84K
|
2.52K
$92.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-260- 0.75% |
$9K - $10.1K
|
34.6K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-260- 18.52% |
$9K - $10.1K
|
1.14K
$42.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-265- 15.81% |
$9.17K - $10.3K
|
1.41K
$51.9K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-270- 2.59% |
$9.34K - $10.5K
|
10.1K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-285- 2.99% |
$9.86K - $11K
|
9.26K
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-295- 2.09% |
$10.2K - $11.4K
|
13.8K
$508K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.22% |
$10.4K - $11.6K
|
136K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-300- 4.56% |
$10.4K - $11.6K
|
6.28K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-315- 15.79% |
$10.9K - $12.2K
|
1.68K
$61.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-334- 49.19% |
$11.6K - $12.9K
|
345
$12.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-345- 71.58% |
$11.9K - $13.4K
|
137
$5.04K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-360- 2.95% |
$12.5K - $13.9K
|
11.9K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-368- 0.92% |
$12.7K - $14.3K
|
39.6K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-379- 3.4% |
$13.1K - $14.7K
|
10.8K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-380- 0.59% |
$13.2K - $14.7K
|
63.9K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-391- 0.8% |
$13.5K - $15.1K
|
48.7K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-393- 5.49% |
$13.6K - $15.2K
|
6.77K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-393- 49.06% |
$13.6K - $15.2K
|
408
$15K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-400- 16.35% |
$13.8K - $15.5K
|
2.05K
$75.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-409- 6.25% |
$14.2K - $15.8K
|
6.14K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-412- 1.72% |
$14.3K - $16K
|
23.5K
$866K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-419- 0.25% |
$14.5K - $16.2K
|
168K
$6.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-420- 3.93% |
$14.5K - $16.3K
|
10.3K
$377K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-425- 1.49% |
$14.7K - $16.5K
|
28.1K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-425- 63.72% |
$14.7K - $16.5K
|
242
$8.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-435- 33.21% |
$15.1K - $16.8K
|
875
$32.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-440- 14.39% |
$15.2K - $17K
|
2.62K
$96.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-449- 6.13% |
$15.5K - $17.4K
|
6.88K
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-459- 5.13% |
$15.9K - $17.8K
|
8.49K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-463- 11.03% |
$16K - $17.9K
|
3.73K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-463- 4.31% |
$16K - $17.9K
|
10.3K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-486- 3.08% |
$16.8K - $18.8K
|
15.3K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 0.4% |
$16.8K - $18.8K
|
120K
$4.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-490- 1.92% |
$17K - $19K
|
25.1K
$922K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 29.41% |
$17.3K - $19.4K
|
1.2K
$44.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-528- 4.48% |
$18.3K - $20.4K
|
11.3K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-546- 4.89% |
$18.9K - $21.1K
|
10.6K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-549- 8.14% |
$19K - $21.3K
|
6.19K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-560- 2.83% |
$19.4K - $21.7K
|
19.2K
$706K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-572- 5.56% |
$19.8K - $22.2K
|
9.73K
$357K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-575- 5.53% |
$19.9K - $22.3K
|
9.83K
$361K
|