Purchases and Sales Made in Q3 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q3 2022. 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 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.49% |
$524 - $654
|
2.85K
$124K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12New |
$450 - $560
|
12
$521
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.38% |
$412 - $514
|
2.91K
$126K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 4.95% |
$375 - $467
|
212
$9.21K
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
9+ 1.15% |
$337 - $420
|
792
$34.4K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 0.77% |
$337 - $420
|
1.18K
$51.4K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.1% |
$300 - $374
|
8.37K
$364K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.09% |
$262 - $327
|
7.62K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7+ 0.01% |
$262 - $327
|
59K
$2.56M
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.1% |
$262 - $327
|
7.08K
$308K
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7+ 0.01% |
$262 - $327
|
59K
$2.56M
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
6+ 0.08% |
$225 - $280
|
7.21K
$313K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.87% |
$225 - $280
|
698
$30.3K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.21% |
$187 - $234
|
2.43K
$105K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5+ 0.72% |
$187 - $234
|
698
$30.3K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
5+ 6.76% |
$187 - $234
|
79
$3.43K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.1% |
$187 - $234
|
4.94K
$214K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.82% |
$150 - $187
|
491
$21.3K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
4New |
$150 - $187
|
4
$174
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4+ 0.36% |
$150 - $187
|
1.12K
$48.7K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$112 - $140
|
861
$37.4K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.09% |
$112 - $140
|
3.46K
$150K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.36% |
$112 - $140
|
830
$36K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$112 - $140
|
10.6K
$462K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.71% |
$112 - $140
|
425
$18.5K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$74.9 - $93.4
|
5.66K
$246K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.21% |
$74.9 - $93.4
|
940
$40.8K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.58% |
$74.9 - $93.4
|
345
$15K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$37.5 - $46.7
|
415
$18K
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.22% |
$37.5 - $46.7
|
83
$3.6K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$37.5 - $46.7
|
5.51K
$239K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$37.5 - $46.7
|
19.4K
$844K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$37.5 - $46.7
|
31.7K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 2.0% |
$37.5 - $46.7
|
51
$2.21K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$37.5 - $46.7
|
16K
$695K
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
1+ 0.02% |
$37.5 - $46.7
|
5.55K
$241K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$37.5 - $46.7
|
5.95K
$258K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3- 0.15% |
$112 - $140
|
2.05K
$89K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 0.83% |
$150 - $187
|
479
$20.8K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 0.07% |
$262 - $327
|
9.41K
$408K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-8- 1.32% |
$300 - $374
|
600
$26.1K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8- 0.15% |
$300 - $374
|
5.4K
$235K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 0.11% |
$300 - $374
|
7.04K
$306K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 0.74% |
$375 - $467
|
1.34K
$58.3K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.04% |
$412 - $514
|
26.6K
$1.16M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 21.57% |
$412 - $514
|
40
$1.74K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 25.0% |
$412 - $514
|
33
$1.43K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 8.96% |
$450 - $560
|
122
$5.3K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13- 0.08% |
$487 - $607
|
16.4K
$712K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 10.07% |
$524 - $654
|
125
$5.43K
|