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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.74K+ 15.45% |
$55.6K - $63.1K
|
13K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.65K+ 48.94% |
$52.6K - $59.7K
|
5.01K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.61K+ 1.67% |
$51.4K - $58.4K
|
98K
$4.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.6KNew |
$51.2K - $58.1K
|
1.6K
$70.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.55K+ 13.09% |
$49.5K - $56.2K
|
13.4K
$591K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.45K+ 2.3% |
$46.5K - $52.7K
|
64.8K
$2.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.39K+ 29.37% |
$44.5K - $50.6K
|
6.14K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.39K+ 26.73% |
$44.5K - $50.5K
|
6.61K
$292K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.37K+ 17.5% |
$43.9K - $49.8K
|
9.23K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.33K+ 19.04% |
$42.6K - $48.4K
|
8.34K
$369K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.2K+ 0.29% |
$38.3K - $43.5K
|
412K
$18.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
1.17K+ 2.16% |
$37.3K - $42.3K
|
55.3K
$2.44M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 20.39% |
$35.4K - $40.2K
|
6.54K
$289K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1K+ 4.79% |
$35K - $39.7K
|
23.9K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.06K+ 20.0% |
$33.9K - $38.4K
|
6.36K
$281K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.05K+ 9.7% |
$33.7K - $38.2K
|
11.9K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.01K+ 12.2% |
$32.1K - $36.5K
|
9.25K
$409K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1K+ 10.59% |
$32K - $36.3K
|
10.4K
$462K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
988+ 231.92% |
$31.6K - $35.8K
|
1.41K
$62.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
934+ 1.71% |
$29.8K - $33.9K
|
55.7K
$2.46M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
896+ 6.2% |
$28.6K - $32.5K
|
15.4K
$678K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
857+ 8.11% |
$27.4K - $31.1K
|
11.4K
$505K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
837New |
$26.7K - $30.4K
|
837
$37K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 869.57% |
$25.6K - $29K
|
892
$39.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
787+ 6.08% |
$25.1K - $28.5K
|
13.7K
$607K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750+ 4.91% |
$24K - $27.2K
|
16K
$708K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
740+ 93.43% |
$23.6K - $26.8K
|
1.53K
$67.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
718+ 3.67% |
$22.9K - $26K
|
20.3K
$897K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
714+ 0.56% |
$22.8K - $25.9K
|
128K
$5.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
700+ 7.42% |
$22.4K - $25.4K
|
10.1K
$448K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
696+ 6.06% |
$22.2K - $25.2K
|
12.2K
$539K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
676+ 1.45% |
$21.6K - $24.5K
|
47.4K
$2.1M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
669+ 11.09% |
$21.4K - $24.3K
|
6.7K
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Cowen Prime Advisors LLC
|
BUY
|
- |
600+ 2.8% |
$19.2K - $21.8K
|
22.1K
$975K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
568+ 42.61% |
$18.1K - $20.6K
|
1.9K
$84K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
562+ 1.12% |
$18K - $20.4K
|
50.6K
$2.24M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
532+ 4.25% |
$17K - $19.3K
|
13.1K
$577K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
500+ 5.4% |
$16K - $18.1K
|
9.76K
$431K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
497+ 6.17% |
$15.9K - $18K
|
8.55K
$378K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
496+ 4.59% |
$15.8K - $18K
|
11.3K
$500K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
475+ 1900.0% |
$15.2K - $17.2K
|
500
$22.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
467+ 11.94% |
$14.9K - $16.9K
|
4.38K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
464+ 2.54% |
$14.8K - $16.8K
|
18.7K
$828K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
447New |
$14.3K - $16.2K
|
447
$19.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
444+ 3.15% |
$14.2K - $16.1K
|
14.5K
$642K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
440+ 6.39% |
$14.1K - $16K
|
7.32K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
417+ 0.11% |
$13.3K - $15.1K
|
372K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
393+ 4.94% |
$12.6K - $14.3K
|
8.35K
$369K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
390+ 4.54% |
$12.5K - $14.1K
|
8.98K
$397K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
390+ 1.56% |
$12.5K - $14.1K
|
25.4K
$1.12M
|