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 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-48- 0.52% |
$1.81K - $2.07K
|
9.1K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-48- 0.23% |
$1.81K - $2.07K
|
20.8K
$905K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-49- 38.58% |
$1.85K - $2.12K
|
78
$3.39K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-58- 7.65% |
$2.19K - $2.51K
|
700
$30.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-59- 16.57% |
$2.23K - $2.55K
|
297
$12.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-62- 1.12% |
$2.34K - $2.68K
|
5.47K
$237K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-64- 28.83% |
$2.42K - $2.76K
|
158
$6.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-68- 1.06% |
$2.57K - $2.94K
|
6.36K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-69- 1.08% |
$2.61K - $2.98K
|
6.33K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-72- 1.18% |
$2.72K - $3.11K
|
6.04K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-76- 1.1% |
$2.87K - $3.28K
|
6.8K
$295K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-83- 1.26% |
$3.14K - $3.59K
|
6.52K
$283K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-84- 1.41% |
$3.17K - $3.63K
|
5.88K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-85- 1.25% |
$3.21K - $3.67K
|
6.7K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-93- 1.17% |
$3.51K - $4.02K
|
7.87K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-94- 46.31% |
$3.55K - $4.06K
|
109
$4.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-99- 0.2% |
$3.74K - $4.28K
|
49.8K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-110- 0.6% |
$4.16K - $4.75K
|
18.2K
$789K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-110- 21.61% |
$4.16K - $4.75K
|
399
$17.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-112- 5.93% |
$4.23K - $4.84K
|
1.78K
$77.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-112- 3.4% |
$4.23K - $4.84K
|
3.19K
$138K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-117- 0.77% |
$4.42K - $5.05K
|
15K
$653K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-117- 53.92% |
$4.42K - $5.05K
|
100
$4.34K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-118- 1.68% |
$4.46K - $5.1K
|
6.93K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-119- 4.98% |
$4.5K - $5.14K
|
2.27K
$98.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-125- 2.27% |
$4.72K - $5.4K
|
5.38K
$233K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-142- 44.94% |
$5.37K - $6.13K
|
174
$7.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-144- 1.1% |
$5.44K - $6.22K
|
12.9K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-149- 1.08% |
$5.63K - $6.44K
|
13.7K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-154- 1.46% |
$5.82K - $6.65K
|
10.4K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-155- 1.62% |
$5.86K - $6.7K
|
9.39K
$408K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-160- 1.61% |
$6.05K - $6.91K
|
9.78K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-166- 0.13% |
$6.27K - $7.17K
|
126K
$5.46M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 1.52% |
$6.61K - $7.56K
|
11.3K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-178- 0.76% |
$6.73K - $7.69K
|
23.3K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-179- 3.11% |
$6.76K - $7.73K
|
5.58K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182Closed |
$6.88K - $7.86K
|
0
$0
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-188- 0.84% |
$7.1K - $8.12K
|
22.3K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-195- 3.1% |
$7.37K - $8.42K
|
6.09K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-197- 8.31% |
$7.44K - $8.51K
|
2.17K
$94.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 0.13% |
$7.56K - $8.64K
|
158K
$6.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 1.15% |
$7.56K - $8.64K
|
17.3K
$750K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 28.57% |
$7.56K - $8.64K
|
500
$21.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-200- 7.56% |
$7.56K - $8.64K
|
2.45K
$106K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 4.28% |
$7.56K - $8.64K
|
4.47K
$194K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-207- 2.86% |
$7.82K - $8.94K
|
7.03K
$305K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-207- 1.75% |
$7.82K - $8.94K
|
11.6K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-221- 3.67% |
$8.35K - $9.55K
|
5.8K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-224- 66.67% |
$8.46K - $9.68K
|
112
$4.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-230- 3.02% |
$8.69K - $9.94K
|
7.39K
$321K
|