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
|
Glassman Wealth Services
|
BUY
|
- |
109+ 5.69% |
$3.48K - $3.95K
|
2.03K
$89.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
102+ 1.35% |
$3.26K - $3.7K
|
7.67K
$339K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.09% |
$3.2K - $3.63K
|
112K
$4.93M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
100+ 1.86% |
$3.2K - $3.63K
|
5.49K
$242K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
98+ 2.13% |
$3.13K - $3.55K
|
4.7K
$208K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
97New |
$3.1K - $3.52K
|
97
$4.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
87+ 11.63% |
$2.78K - $3.16K
|
835
$36.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
86+ 1.67% |
$2.75K - $3.12K
|
5.24K
$232K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75+ 16.16% |
$2.4K - $2.72K
|
539
$23.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
73New |
$2.33K - $2.65K
|
73
$3.23K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
70+ 0.76% |
$2.24K - $2.54K
|
9.33K
$412K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
65+ 1.09% |
$2.08K - $2.36K
|
6.01K
$266K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
54+ 0.75% |
$1.73K - $1.96K
|
7.27K
$321K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
52+ 0.72% |
$1.66K - $1.89K
|
7.31K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
52+ 0.15% |
$1.66K - $1.89K
|
34.1K
$1.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 2.04% |
$1.53K - $1.74K
|
2.41K
$106K
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
47+ 0.76% |
$1.5K - $1.7K
|
6.27K
$277K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
47+ 2.7% |
$1.5K - $1.7K
|
1.79K
$79.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44+ 0.86% |
$1.41K - $1.6K
|
5.17K
$229K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
44+ 0.54% |
$1.41K - $1.6K
|
8.21K
$363K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 4.07% |
$1.37K - $1.56K
|
1.1K
$48.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
41+ 0.71% |
$1.31K - $1.49K
|
5.82K
$257K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
40+ 0.11% |
$1.28K - $1.45K
|
35.4K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
39+ 0.67% |
$1.25K - $1.41K
|
5.84K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.81% |
$1.21K - $1.38K
|
4.72K
$209K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37+ 0.77% |
$1.18K - $1.34K
|
4.85K
$214K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
36+ 0.52% |
$1.15K - $1.31K
|
6.97K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
33+ 0.61% |
$1.05K - $1.2K
|
5.48K
$242K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
27+ 0.6% |
$863 - $979
|
4.55K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 1.13% |
$799 - $907
|
2.24K
$99.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22+ 0.49% |
$703 - $798
|
4.54K
$201K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
20+ 0.4% |
$639 - $725
|
5K
$221K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
20New |
$639 - $725
|
20
$884
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
20+ 0.39% |
$639 - $725
|
5.15K
$227K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.3% |
$511 - $580
|
5.38K
$238K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.2% |
$447 - $508
|
7.07K
$313K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.41% |
$383 - $435
|
2.92K
$129K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.37% |
$351 - $399
|
2.99K
$132K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 0.7% |
$256 - $290
|
1.15K
$50.7K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7+ 0.85% |
$224 - $254
|
835
$36.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 1.46% |
$224 - $254
|
486
$21.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 0.91% |
$192 - $218
|
668
$29.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.13% |
$192 - $218
|
4.8K
$212K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.12% |
$160 - $181
|
4.07K
$180K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.85% |
$128 - $145
|
477
$21.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$95.9 - $109
|
10.6K
$469K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.32% |
$95.9 - $109
|
931
$41.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.03% |
$95.9 - $109
|
9.74K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.09% |
$95.9 - $109
|
3.44K
$152K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.82% |
$63.9 - $72.5
|
112
$4.95K
|