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 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
270+ 3.77% |
$9.34K - $10.5K
|
7.43K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
262New |
$9.07K - $10.1K
|
262
$9.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
257New |
$8.89K - $9.95K
|
257
$9.45K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
238+ 0.75% |
$8.24K - $9.22K
|
31.8K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
237New |
$8.2K - $9.18K
|
237
$8.71K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
221+ 1.77% |
$7.65K - $8.56K
|
12.7K
$467K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
220+ 15.71% |
$7.61K - $8.52K
|
1.62K
$59.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
207+ 22.33% |
$7.16K - $8.02K
|
1.13K
$41.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204+ 4.34% |
$7.06K - $7.9K
|
4.91K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
200+ 2.76% |
$6.92K - $7.75K
|
7.45K
$274K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.92K - $7.75K
|
200
$7.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
192+ 1.07% |
$6.65K - $7.44K
|
18.2K
$669K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
187+ 1.9% |
$6.47K - $7.24K
|
10K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
169+ 194.25% |
$5.85K - $6.55K
|
256
$9.41K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
169+ 1.34% |
$5.85K - $6.55K
|
12.8K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
161+ 2.35% |
$5.57K - $6.24K
|
7.02K
$258K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
158+ 2.7% |
$5.47K - $6.12K
|
6K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
154+ 2.17% |
$5.33K - $5.96K
|
7.26K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
150New |
$5.19K - $5.81K
|
150
$5.51K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
141+ 19.92% |
$4.88K - $5.46K
|
849
$31.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
137+ 1.86% |
$4.74K - $5.31K
|
7.49K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
132New |
$4.57K - $5.11K
|
132
$4.85K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
125+ 13.62% |
$4.33K - $4.84K
|
1.04K
$38.3K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
124+ 8.99% |
$4.29K - $4.8K
|
1.5K
$55.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
117+ 1.95% |
$4.05K - $4.53K
|
6.11K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
115+ 287.5% |
$3.98K - $4.45K
|
155
$5.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
110+ 1.15% |
$3.81K - $4.26K
|
9.71K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103+ 0.8% |
$3.56K - $3.99K
|
12.9K
$475K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.74% |
$3.46K - $3.87K
|
5.85K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
97+ 0.97% |
$3.36K - $3.76K
|
10.1K
$373K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
92+ 3.5% |
$3.18K - $3.56K
|
2.72K
$100K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
85New |
$2.94K - $3.29K
|
85
$3.12K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
83New |
$2.87K - $3.21K
|
83
$3.05K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
81+ 0.13% |
$2.8K - $3.14K
|
60.7K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
80+ 0.9% |
$2.77K - $3.1K
|
8.97K
$330K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 36.53% |
$2.77K - $3.1K
|
299
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
75+ 0.16% |
$2.6K - $2.9K
|
46.9K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
72+ 12.14% |
$2.49K - $2.79K
|
665
$24.4K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
72+ 0.49% |
$2.49K - $2.79K
|
14.9K
$547K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
70New |
$2.42K - $2.71K
|
70
$2.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
65New |
$2.25K - $2.52K
|
65
$2.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
65New |
$2.25K - $2.52K
|
65
$2.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64New |
$2.22K - $2.48K
|
64
$2.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
63+ 90.0% |
$2.18K - $2.44K
|
133
$4.89K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
62+ 0.59% |
$2.15K - $2.4K
|
10.6K
$391K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
58+ 0.32% |
$2.01K - $2.25K
|
18K
$660K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 9.53% |
$1.77K - $1.98K
|
586
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
47+ 22.71% |
$1.63K - $1.82K
|
254
$9.34K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
46+ 0.68% |
$1.59K - $1.78K
|
6.86K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
44New |
$1.52K - $1.7K
|
44
$1.62K
|