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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 10.07% |
$524 - $654
|
125
$5K
|
|
|
Nov 10, 2022
Q3 2022
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.07% |
$712 - $887
|
26.8K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-21- 0.12% |
$787 - $981
|
18.2K
$729K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-26- 24.53% |
$974 - $1.21K
|
80
$3.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.21% |
$1.05K - $1.31K
|
13.3K
$531K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-30- 0.3% |
$1.12K - $1.4K
|
9.87K
$395K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33- 10.34% |
$1.24K - $1.54K
|
286
$11.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 5.35% |
$1.27K - $1.59K
|
602
$24.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-34- 0.47% |
$1.27K - $1.59K
|
7.16K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-37- 5.12% |
$1.39K - $1.73K
|
686
$27.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.1% |
$1.42K - $1.77K
|
38.9K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.12% |
$1.46K - $1.82K
|
3.45K
$138K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-41- 0.34% |
$1.54K - $1.91K
|
12K
$481K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-42- 0.6% |
$1.57K - $1.96K
|
6.98K
$279K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-44- 1.54% |
$1.65K - $2.05K
|
2.82K
$113K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-47- 0.27% |
$1.76K - $2.19K
|
17.5K
$702K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 0.65% |
$1.87K - $2.34K
|
7.69K
$308K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.89% |
$1.87K - $2.34K
|
5.54K
$222K
|
|
|
Oct 07, 2022
Q3 2022
|
Nexus Investment Management Ulc
|
SELL
|
- |
-50- 0.57% |
$1.87K - $2.34K
|
8.75K
$350K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-51- 6.3% |
$1.91K - $2.38K
|
758
$30.3K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-51- 6.3% |
$1.91K - $2.38K
|
758
$30.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-54- 5.19% |
$2.02K - $2.52K
|
987
$39.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-54- 13.01% |
$2.02K - $2.52K
|
361
$14.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-62- 0.14% |
$2.32K - $2.9K
|
43.7K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-63- 0.19% |
$2.36K - $2.94K
|
32.8K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.14% |
$2.4K - $2.99K
|
5.56K
$222K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-67- 0.2% |
$2.51K - $3.13K
|
33.8K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-68- 6.28% |
$2.55K - $3.18K
|
1.01K
$40.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-88- 3.33% |
$3.3K - $4.11K
|
2.55K
$102K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-89- 1.06% |
$3.33K - $4.16K
|
8.34K
$334K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-89- 0.56% |
$3.33K - $4.16K
|
15.9K
$637K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-93- 3.06% |
$3.48K - $4.34K
|
2.95K
$118K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-94- 67.63% |
$3.52K - $4.39K
|
45
$1.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 1.02% |
$3.75K - $4.67K
|
9.7K
$388K
|
|
|
Nov 10, 2022
Q3 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.56% |
$3.75K - $4.67K
|
17.9K
$716K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-100- 7.63% |
$3.75K - $4.67K
|
1.21K
$48.4K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-100- 4.99% |
$3.75K - $4.67K
|
1.91K
$76.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.97% |
$3.75K - $4.67K
|
10.2K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-114- 1.65% |
$4.27K - $5.32K
|
6.8K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-117- 18.66% |
$4.38K - $5.46K
|
510
$20.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-122- 1.01% |
$4.57K - $5.7K
|
11.9K
$478K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 9.16% |
$4.68K - $5.84K
|
1.24K
$49.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-130- 1.73% |
$4.87K - $6.07K
|
7.38K
$295K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-131- 0.08% |
$4.91K - $6.12K
|
159K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.29% |
$5.62K - $7.01K
|
6.39K
$256K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-150- 1.87% |
$5.62K - $7.01K
|
7.86K
$314K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-151- 1.43% |
$5.66K - $7.05K
|
10.4K
$416K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-160- 2.49% |
$5.99K - $7.47K
|
6.26K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-161- 0.17% |
$6.03K - $7.52K
|
94.1K
$3.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200- 47.06% |
$7.49K - $9.34K
|
225
$9K
|