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 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.82% |
$63.9 - $72.5
|
112
$4.27K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
2+ 0.15% |
$63.9 - $72.5
|
1.3K
$49.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.27% |
$63.9 - $72.5
|
748
$28.5K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.85% |
$63.9 - $72.5
|
237
$9.04K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.38% |
$32 - $36.3
|
265
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.08% |
$32 - $36.3
|
1.3K
$49.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.47% |
$32 - $36.3
|
214
$8.16K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$32 - $36.3
|
103
$3.93K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.02% |
$32 - $36.3
|
5.26K
$201K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-8- 0.1% |
$256 - $290
|
8.28K
$316K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 2.0% |
$383 - $435
|
587
$22.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-18- 7.93% |
$575 - $653
|
209
$7.97K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 23.66% |
$703 - $798
|
71
$2.71K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-24Closed |
$767 - $870
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-25- 0.55% |
$799 - $907
|
4.55K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$799 - $907
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27- 0.3% |
$863 - $979
|
8.83K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 11.15% |
$959 - $1.09K
|
239
$9.12K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-34- 79.07% |
$1.09K - $1.23K
|
9
$343
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-35- 0.02% |
$1.12K - $1.27K
|
180K
$6.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 0.77% |
$1.12K - $1.27K
|
4.54K
$173K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-41- 4.39% |
$1.31K - $1.49K
|
892
$34K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-46- 11.0% |
$1.47K - $1.67K
|
372
$14.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-47- 0.45% |
$1.5K - $1.7K
|
10.4K
$396K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 0.55% |
$1.6K - $1.81K
|
9.1K
$347K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-52Closed |
$1.66K - $1.89K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-58- 10.02% |
$1.85K - $2.1K
|
521
$19.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 0.4% |
$1.92K - $2.18K
|
14.8K
$563K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-62- 18.62% |
$1.98K - $2.25K
|
271
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-64- 0.38% |
$2.04K - $2.32K
|
16.8K
$640K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-65- 0.27% |
$2.08K - $2.36K
|
24.1K
$921K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.88% |
$2.14K - $2.43K
|
7.57K
$289K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-67- 0.26% |
$2.14K - $2.43K
|
25.4K
$967K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-68Closed |
$2.17K - $2.47K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-70- 1.05% |
$2.24K - $2.54K
|
6.57K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-72- 13.16% |
$2.3K - $2.61K
|
475
$18.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-73- 0.23% |
$2.33K - $2.65K
|
31.1K
$1.19M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-82- 0.17% |
$2.62K - $2.97K
|
47.3K
$1.8M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-83- 1.8% |
$2.65K - $3.01K
|
4.53K
$173K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-87- 5.09% |
$2.78K - $3.16K
|
1.62K
$61.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-89- 3.12% |
$2.84K - $3.23K
|
2.76K
$105K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-92- 1.27% |
$2.94K - $3.34K
|
7.15K
$273K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-93- 1.1% |
$2.97K - $3.37K
|
8.34K
$318K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-94- 0.67% |
$3K - $3.41K
|
13.8K
$528K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-97- 40.76% |
$3.1K - $3.52K
|
141
$5.38K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 2.9% |
$3.2K - $3.63K
|
3.35K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-100- 0.35% |
$3.2K - $3.63K
|
28.6K
$1.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-100- 1.23% |
$3.2K - $3.63K
|
8.02K
$306K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 1.82% |
$3.2K - $3.63K
|
5.38K
$205K
|