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 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-577- 9.01% |
$20K - $22.3K
|
5.83K
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-593- 1.17% |
$20.5K - $23K
|
50.3K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-594- 3.62% |
$20.6K - $23K
|
15.8K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-595- 1.81% |
$20.6K - $23K
|
32.3K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-600- 19.76% |
$20.8K - $23.2K
|
2.44K
$89.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-600- 0.78% |
$20.8K - $23.2K
|
76.4K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-605- 5.26% |
$20.9K - $23.4K
|
10.9K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-607- 3.42% |
$21K - $23.5K
|
17.1K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-615- 7.62% |
$21.3K - $23.8K
|
7.46K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-636- 5.81% |
$22K - $24.6K
|
10.3K
$379K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-657- 3.47% |
$22.7K - $25.4K
|
18.3K
$672K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-666- 9.5% |
$23.1K - $25.8K
|
6.34K
$233K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-669- 2.51% |
$23.2K - $25.9K
|
26K
$955K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-678- 1.66% |
$23.5K - $26.3K
|
40.2K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-700- 1.21% |
$24.2K - $27.1K
|
57.3K
$2.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-700- 4.1% |
$24.2K - $27.1K
|
16.4K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-746- 1.55% |
$25.8K - $28.9K
|
47.4K
$1.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-765- 1.55% |
$26.5K - $29.6K
|
48.7K
$1.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-775- 5.64% |
$26.8K - $30K
|
13K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-789- 11.95% |
$27.3K - $30.6K
|
5.82K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-806- 23.62% |
$27.9K - $31.2K
|
2.61K
$95.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-816- 7.47% |
$28.2K - $31.6K
|
10.1K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-840- 7.8% |
$29.1K - $32.5K
|
9.93K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-843- 4.85% |
$29.2K - $32.6K
|
16.5K
$608K
|
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-854- 5.02% |
$29.6K - $33.1K
|
16.2K
$595K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-857- 7.41% |
$29.7K - $33.2K
|
10.7K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-859- 8.36% |
$29.7K - $33.3K
|
9.42K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-888- 1.0% |
$30.7K - $34.4K
|
87.9K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-903- 5.07% |
$31.3K - $35K
|
16.9K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-911- 7.69% |
$31.5K - $35.3K
|
10.9K
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-915- 42.17% |
$31.7K - $35.4K
|
1.26K
$46.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-917- 2.59% |
$31.7K - $35.5K
|
34.5K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-925- 3.64% |
$32K - $35.8K
|
24.5K
$899K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-943- 1.93% |
$32.6K - $36.5K
|
47.9K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-943- 12.16% |
$32.6K - $36.5K
|
6.82K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-959- 17.0% |
$33.2K - $37.1K
|
4.68K
$172K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-959- 4.47% |
$33.2K - $37.1K
|
20.5K
$753K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-960- 1.86% |
$33.2K - $37.2K
|
50.5K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-972- 2.0% |
$33.6K - $37.6K
|
47.7K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-985- 14.45% |
$34.1K - $38.1K
|
5.83K
$214K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-986- 2.1% |
$34.1K - $38.2K
|
45.9K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1K- 5.85% |
$34.6K - $38.7K
|
16.1K
$592K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 13.13% |
$37K - $41.4K
|
7.06K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.09K- 9.48% |
$37.7K - $42.2K
|
10.4K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.1K- 0.5% |
$38.1K - $42.6K
|
218K
$8.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.13K- 1.92% |
$39K - $43.7K
|
57.5K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.14K- 1.56% |
$39.4K - $44.1K
|
71.8K
$2.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.16K- 0.09% |
$40.1K - $44.9K
|
1.24M
$45.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 60.7% |
$40.4K - $45.2K
|
755
$27.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.2K- 14.46% |
$41.5K - $46.5K
|
7.1K
$261K
|