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 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
461+ 3.12% |
$17.3K - $21.5K
|
15.3K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
427+ 593.06% |
$16K - $19.9K
|
499
$20K
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
411+ 74.32% |
$15.4K - $19.2K
|
964
$38.6K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
400+ 3.49% |
$15K - $18.7K
|
11.9K
$474K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
400+ 3.49% |
$15K - $18.7K
|
11.9K
$474K
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
400+ 0.42% |
$15K - $18.7K
|
96.3K
$3.85M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
390+ 5.34% |
$14.6K - $18.2K
|
7.7K
$308K
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
387+ 5.19% |
$14.5K - $18.1K
|
7.85K
$314K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
379+ 971.79% |
$14.2K - $17.7K
|
418
$16.7K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
377New |
$14.1K - $17.6K
|
377
$15.1K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
358+ 55.42% |
$13.4K - $16.7K
|
1K
$40.2K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
350+ 4.88% |
$13.1K - $16.3K
|
7.53K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
337+ 7.12% |
$12.6K - $15.7K
|
5.07K
$203K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
316New |
$11.8K - $14.8K
|
316
$12.6K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
310+ 1.69% |
$11.6K - $14.5K
|
18.6K
$744K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 5.45% |
$11.2K - $14K
|
5.81K
$232K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
300+ 5.45% |
$11.2K - $14K
|
5.81K
$232K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
300+ 27.65% |
$11.2K - $14K
|
1.39K
$55.4K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
298+ 1.31% |
$11.2K - $13.9K
|
23.1K
$924K
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
292+ 3.25% |
$10.9K - $13.6K
|
9.27K
$371K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
282+ 4.58% |
$10.6K - $13.2K
|
6.44K
$258K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
279+ 2.09% |
$10.5K - $13K
|
13.6K
$545K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
271+ 1.69% |
$10.2K - $12.7K
|
16.3K
$651K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
268+ 4.18% |
$10K - $12.5K
|
6.69K
$267K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
266+ 179.73% |
$9.96K - $12.4K
|
414
$16.6K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
258+ 14.84% |
$9.66K - $12K
|
2K
$79.8K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.65K - $10.8K
|
231
$9.24K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
227+ 0.27% |
$8.5K - $10.6K
|
84.5K
$3.38M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
227+ 2.12% |
$8.5K - $10.6K
|
10.9K
$437K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
221New |
$8.28K - $10.3K
|
221
$8.84K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
216+ 1.02% |
$8.09K - $10.1K
|
21.5K
$859K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
216+ 4.12% |
$8.09K - $10.1K
|
5.46K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
215New |
$8.05K - $10K
|
215
$8.6K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 68.49% |
$7.49K - $9.34K
|
492
$19.7K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
199+ 2.32% |
$7.45K - $9.29K
|
8.79K
$352K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
198+ 75.86% |
$7.42K - $9.25K
|
459
$18.4K
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
184+ 1.58% |
$6.89K - $8.59K
|
11.8K
$473K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
175+ 1.84% |
$6.56K - $8.17K
|
9.71K
$388K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
164+ 3.15% |
$6.14K - $7.66K
|
5.37K
$215K
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
161+ 1.47% |
$6.03K - $7.52K
|
11.1K
$445K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
159+ 40.66% |
$5.96K - $7.43K
|
550
$22K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
155New |
$5.81K - $7.24K
|
155
$6.2K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
155+ 1.36% |
$5.81K - $7.24K
|
11.5K
$461K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
155New |
$5.81K - $7.24K
|
155
$6.2K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
149+ 1.71% |
$5.58K - $6.96K
|
8.85K
$354K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148+ 0.09% |
$5.54K - $6.91K
|
158K
$6.34M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
143+ 0.58% |
$5.36K - $6.68K
|
24.8K
$991K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
143New |
$5.36K - $6.68K
|
143
$5.72K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
142+ 2.0% |
$5.32K - $6.63K
|
7.23K
$289K
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
136+ 1.06% |
$5.09K - $6.35K
|
12.9K
$517K
|