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 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
384+ 7.5% |
$12.3K - $13.9K
|
5.5K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 8.08% |
$12.1K - $13.7K
|
5.07K
$186K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
377+ 6.16% |
$12K - $13.7K
|
6.5K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
371+ 10.55% |
$11.9K - $13.5K
|
3.89K
$143K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
342+ 1.33% |
$10.9K - $12.4K
|
26.1K
$960K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
337+ 3.07% |
$10.8K - $12.2K
|
11.3K
$416K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
325+ 0.95% |
$10.4K - $11.8K
|
34.6K
$1.27M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
295New |
$9.43K - $10.7K
|
295
$10.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
287+ 5.75% |
$9.17K - $10.4K
|
5.28K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
287+ 1.08% |
$9.17K - $10.4K
|
26.8K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283+ 1.79% |
$9.04K - $10.3K
|
16.1K
$590K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
274+ 5.28% |
$8.75K - $9.94K
|
5.47K
$201K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
246+ 2.27% |
$7.86K - $8.92K
|
11.1K
$408K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
236+ 3.87% |
$7.54K - $8.56K
|
6.33K
$233K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
229+ 3.21% |
$7.32K - $8.31K
|
7.35K
$270K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
225+ 3.31% |
$7.19K - $8.16K
|
7.03K
$258K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
225+ 0.65% |
$7.19K - $8.16K
|
34.8K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
224+ 2.29% |
$7.16K - $8.12K
|
9.99K
$367K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
222New |
$7.09K - $8.05K
|
222
$8.16K
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
219+ 1.18% |
$7K - $7.94K
|
18.8K
$689K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
213+ 3.26% |
$6.81K - $7.73K
|
6.74K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
212+ 107.61% |
$6.77K - $7.69K
|
409
$15K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
209+ 2.8% |
$6.68K - $7.58K
|
7.66K
$282K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 40.0% |
$6.39K - $7.25K
|
700
$25.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200+ 16.67% |
$6.39K - $7.25K
|
1.4K
$51.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
197+ 110.06% |
$6.29K - $7.15K
|
376
$13.8K
|
|
|
Nov 10, 2021
Q3 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
190+ 0.19% |
$6.07K - $6.89K
|
100K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
189+ 5.94% |
$6.04K - $6.86K
|
3.37K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188+ 0.1% |
$6.01K - $6.82K
|
195K
$7.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
184+ 1.92% |
$5.88K - $6.67K
|
9.76K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 19.37% |
$5.66K - $6.42K
|
1.09K
$40.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
167+ 26.72% |
$5.34K - $6.06K
|
792
$29.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
163+ 21.79% |
$5.21K - $5.91K
|
911
$33.5K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
154+ 0.03% |
$4.92K - $5.59K
|
563K
$20.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
150New |
$4.79K - $5.44K
|
150
$5.51K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 89.82% |
$4.79K - $5.44K
|
317
$11.7K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
146+ 0.79% |
$4.66K - $5.3K
|
18.5K
$681K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
142+ 2028.57% |
$4.54K - $5.15K
|
149
$5.48K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
136+ 18.92% |
$4.35K - $4.93K
|
855
$31.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.47% |
$4.19K - $4.75K
|
5.43K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
131+ 0.6% |
$4.19K - $4.75K
|
21.8K
$801K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
118+ 84.29% |
$3.77K - $4.28K
|
258
$9.48K
|
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
118+ 1.15% |
$3.77K - $4.28K
|
10.3K
$380K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
116+ 6.46% |
$3.71K - $4.21K
|
1.91K
$70.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
115+ 1.66% |
$3.67K - $4.17K
|
7.04K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
115+ 0.64% |
$3.67K - $4.17K
|
18.1K
$666K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
113New |
$3.61K - $4.1K
|
113
$4.15K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
110+ 1.7% |
$3.51K - $3.99K
|
6.59K
$242K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
109+ 5.69% |
$3.48K - $3.95K
|
2.03K
$74.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
109+ 2.4% |
$3.48K - $3.95K
|
4.65K
$171K
|