Purchases and Sales Made in Q3 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q3 2023. 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 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.12% |
$302 - $346
|
6.74K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.71% |
$265 - $302
|
994
$43.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$265 - $302
|
5.38K
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6+ 0.08% |
$227 - $259
|
7.53K
$327K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.84% |
$227 - $259
|
723
$31.4K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.14% |
$227 - $259
|
4.21K
$183K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$227 - $259
|
6
$261
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$151 - $173
|
4
$174
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.79% |
$151 - $173
|
508
$22.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 3.64% |
$151 - $173
|
114
$4.95K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.04% |
$151 - $173
|
11.1K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.06% |
$113 - $130
|
4.99K
$217K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.12% |
$113 - $130
|
271
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 3.61% |
$113 - $130
|
86
$3.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.28% |
$113 - $130
|
1.07K
$46.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$75.6 - $86.4
|
5.74K
$249K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$75.6 - $86.4
|
31.7K
$1.38M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.03% |
$37.8 - $43.2
|
3.63K
$158K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2- 0.02% |
$75.6 - $86.4
|
8.97K
$390K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.01% |
$113 - $130
|
47.2K
$2.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.57% |
$151 - $173
|
700
$30.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6- 0.07% |
$227 - $259
|
8.1K
$352K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8- 14.81% |
$302 - $346
|
46
$2K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.04% |
$302 - $346
|
758
$32.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8- 1.04% |
$302 - $346
|
758
$32.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.65% |
$340 - $389
|
1.38K
$60.1K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 7.81% |
$378 - $432
|
118
$5.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-13- 0.19% |
$491 - $562
|
6.77K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-14- 0.1% |
$529 - $605
|
13.7K
$594K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-14- -0.0% |
$529 - $605
|
386K
$16.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-14- 0.23% |
$529 - $605
|
6.07K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-19- 1.24% |
$718 - $821
|
1.51K
$65.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 0.94% |
$794 - $907
|
2.21K
$96.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 0.28% |
$831 - $950
|
7.74K
$336K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-24- 0.36% |
$907 - $1.04K
|
6.67K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.08% |
$945 - $1.08K
|
31.3K
$1.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.87% |
$945 - $1.08K
|
845
$36.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-27- 0.55% |
$1.02K - $1.17K
|
4.92K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29- 0.45% |
$1.1K - $1.25K
|
6.38K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-31- 0.25% |
$1.17K - $1.34K
|
12.3K
$536K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.54% |
$1.17K - $1.34K
|
5.75K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-34- 0.23% |
$1.28K - $1.47K
|
14.8K
$642K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-35- 0.26% |
$1.32K - $1.51K
|
13.3K
$578K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-39- 0.31% |
$1.47K - $1.68K
|
12.7K
$550K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-42- 32.81% |
$1.59K - $1.81K
|
86
$3.73K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-44- 0.72% |
$1.66K - $1.9K
|
6.11K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-45Closed |
$1.7K - $1.94K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-47- 10.93% |
$1.78K - $2.03K
|
383
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-48- 0.52% |
$1.81K - $2.07K
|
9.1K
$395K
|