Purchases and Sales Made in Q3 2021 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.23KNew |
$135K - $153K
|
4.23K
$156K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.21KNew |
$134K - $153K
|
4.21K
$155K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.2KNew |
$134K - $152K
|
4.2K
$155K
|
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
4.19KNew |
$134K - $152K
|
4.19K
$154K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
4.17KNew |
$133K - $151K
|
4.17K
$153K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
4.16K+ 0.59% |
$133K - $151K
|
713K
$26.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4.14K+ 9.33% |
$132K - $150K
|
48.5K
$1.78M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4K+ 9.92% |
$128K - $145K
|
44.3K
$1.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.98K+ 43.9% |
$127K - $144K
|
13.1K
$480K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.96K+ 11.27% |
$126K - $143K
|
39.1K
$1.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.64K+ 3.43% |
$116K - $132K
|
110K
$4.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 1.98% |
$115K - $131K
|
186K
$6.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.58KNew |
$114K - $130K
|
3.58K
$132K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.4K+ 3.94% |
$109K - $123K
|
89.7K
$3.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
BUY
|
- |
3.36K+ 1.49% |
$107K - $122K
|
229K
$8.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.35K+ 0.27% |
$107K - $122K
|
1.23M
$45.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.32K+ 19.68% |
$106K - $120K
|
20.2K
$742K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
3.28K+ 38.16% |
$105K - $119K
|
11.9K
$437K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.25KNew |
$104K - $118K
|
3.25K
$119K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
3.23K+ 1.95% |
$103K - $117K
|
169K
$6.22M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.22K+ 27.04% |
$103K - $117K
|
15.1K
$555K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.19K+ 759.76% |
$102K - $116K
|
3.61K
$133K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.15K+ 0.6% |
$101K - $114K
|
528K
$19.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.14K+ 2.02% |
$100K - $114K
|
158K
$5.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.91K+ 1.64% |
$93K - $106K
|
181K
$6.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.86K+ 0.63% |
$91.5K - $104K
|
456K
$16.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.79K+ 20.11% |
$89.1K - $101K
|
16.7K
$612K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.77K+ 9.86% |
$88.5K - $101K
|
30.9K
$1.13M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.73KNew |
$87.2K - $98.9K
|
2.73K
$100K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 42.46% |
$86.7K - $98.4K
|
9.1K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
2.6K+ 100.58% |
$83K - $94.3K
|
5.18K
$191K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.46K+ 28.99% |
$78.5K - $89.1K
|
10.9K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 24.56% |
$77.5K - $88K
|
12.3K
$452K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.42K+ 16.66% |
$77.2K - $87.6K
|
16.9K
$622K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
2.39K+ 41.17% |
$76.5K - $86.8K
|
8.21K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.39K+ 2.57% |
$76.4K - $86.7K
|
95.2K
$3.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.36K+ 14.55% |
$75.2K - $85.4K
|
18.5K
$682K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
2.29K+ 24.71% |
$73K - $82.9K
|
11.5K
$424K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.25K+ 11.61% |
$72K - $81.8K
|
21.7K
$796K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.25K+ 3.11% |
$72K - $81.7K
|
74.7K
$2.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.25KNew |
$71.8K - $81.5K
|
2.25K
$82.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 23.68% |
$70.1K - $79.5K
|
11.5K
$421K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 2.88% |
$67K - $76.1K
|
74.9K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2K+ 586.51% |
$63.9K - $72.5K
|
2.34K
$86.1K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.96K+ 19.13% |
$62.7K - $71.2K
|
12.2K
$449K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.96K+ 0.86% |
$62.7K - $71.1K
|
230K
$8.46M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.91KNew |
$60.9K - $69.1K
|
1.91K
$70.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.89K+ 12.08% |
$60.2K - $68.4K
|
17.5K
$643K
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
1.82K+ 1.86% |
$58K - $65.9K
|
99.5K
$3.66M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.81K+ 25.84% |
$57.8K - $65.6K
|
8.82K
$324K
|