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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 3.96% |
$8.99K - $10.3K
|
5.77K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 3.96% |
$8.99K - $10.3K
|
5.77K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-239- 54.82% |
$9.03K - $10.3K
|
197
$8.14K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-246- 4.15% |
$9.3K - $10.6K
|
5.68K
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-248- 2.67% |
$9.37K - $10.7K
|
9.03K
$373K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-249- 7.1% |
$9.41K - $10.8K
|
3.26K
$135K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-262- 2.65% |
$9.9K - $11.3K
|
9.61K
$397K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-274- 2.93% |
$10.4K - $11.8K
|
9.09K
$376K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 3.15% |
$10.4K - $11.9K
|
8.45K
$349K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-279- 3.46% |
$10.5K - $12.1K
|
7.79K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-300- 0.51% |
$11.3K - $13K
|
58K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-300- 3.72% |
$11.3K - $13K
|
7.78K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-308- 2.25% |
$11.6K - $13.3K
|
13.4K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-311- 12.44% |
$11.8K - $13.4K
|
2.19K
$90.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-315- 5.0% |
$11.9K - $13.6K
|
5.98K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-365- 1.81% |
$13.8K - $15.8K
|
19.8K
$817K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-366- 1.71% |
$13.8K - $15.8K
|
21.1K
$870K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-376- 4.74% |
$14.2K - $16.2K
|
7.56K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-388- 2.82% |
$14.7K - $16.8K
|
13.4K
$552K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 0.52% |
$15.1K - $17.3K
|
77K
$3.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-405- 4.33% |
$15.3K - $17.5K
|
8.96K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-433- 11.76% |
$16.4K - $18.7K
|
3.25K
$134K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-463- 98.09% |
$17.5K - $20K
|
9
$372
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-475- 6.48% |
$18K - $20.5K
|
6.85K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-477- 1.89% |
$18K - $20.6K
|
24.8K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-489- 3.15% |
$18.5K - $21.1K
|
15.1K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-508- 1.15% |
$19.2K - $21.9K
|
43.7K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-523- 5.82% |
$19.8K - $22.6K
|
8.47K
$350K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-538- 3.07% |
$20.3K - $23.2K
|
17K
$702K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-538- 1.39% |
$20.3K - $23.2K
|
38.2K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-559- 5.89% |
$21.1K - $24.1K
|
8.93K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-587- 5.7% |
$22.2K - $25.4K
|
9.72K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-694- 10.07% |
$26.2K - $30K
|
6.2K
$256K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.26% |
$26.5K - $30.2K
|
273K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-710- 7.13% |
$26.8K - $30.7K
|
9.25K
$382K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-735- 1.38% |
$27.8K - $31.8K
|
52.6K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-742- 79.61% |
$28K - $32.1K
|
190
$7.85K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-743- 18.45% |
$28.1K - $32.1K
|
3.29K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-751- 49.28% |
$28.4K - $32.4K
|
773
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-752- 8.78% |
$28.4K - $32.5K
|
7.82K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-771- 1.43% |
$29.1K - $33.3K
|
53.1K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-799- 8.34% |
$30.2K - $34.5K
|
8.79K
$363K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-806- 4.73% |
$30.5K - $34.8K
|
16.2K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-851- 16.06% |
$32.2K - $36.8K
|
4.45K
$184K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-869- 13.49% |
$32.8K - $37.5K
|
5.57K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-877- 14.87% |
$33.1K - $37.9K
|
5.02K
$207K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-883- 13.25% |
$33.4K - $38.1K
|
5.78K
$239K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-886- 12.31% |
$33.5K - $38.3K
|
6.31K
$261K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-893- 4.34% |
$33.7K - $38.6K
|
19.7K
$812K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-905- 2.18% |
$34.2K - $39.1K
|
40.6K
$1.68M
|