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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-905- 2.18% |
$34.2K - $39.1K
|
40.6K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-921- 0.48% |
$34.8K - $39.8K
|
192K
$7.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-955- 4.47% |
$36.1K - $41.3K
|
20.4K
$816K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-997- 5.02% |
$37.7K - $43.1K
|
18.9K
$755K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.01K- 0.09% |
$38.2K - $43.7K
|
1.07M
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.02K- 2.83% |
$38.4K - $43.9K
|
34.9K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.06K- 12.41% |
$39.9K - $45.6K
|
7.45K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.07K- 52.55% |
$40.5K - $46.3K
|
967
$38.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.1K- 10.36% |
$41.6K - $47.5K
|
9.51K
$381K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.15K- 2.39% |
$43.4K - $49.6K
|
46.8K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.16K- 6.54% |
$43.6K - $49.9K
|
16.5K
$660K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.19K- 0.73% |
$44.9K - $51.4K
|
161K
$6.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.2K- 1.92% |
$45.2K - $51.7K
|
61K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.26K- 16.94% |
$47.7K - $54.5K
|
6.18K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.36K- 0.11% |
$51.4K - $58.8K
|
1.19M
$47.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.37K- 6.06% |
$51.8K - $59.2K
|
21.2K
$849K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.37K- 11.49% |
$51.9K - $59.3K
|
10.6K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.37K- 2.9% |
$51.9K - $59.4K
|
46.1K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.4K- 1.03% |
$53K - $60.6K
|
134K
$5.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.47K- 4.13% |
$55.7K - $63.6K
|
34.2K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.5K- 1.49% |
$56.6K - $64.7K
|
99.1K
$3.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.5K- 18.6% |
$56.8K - $64.9K
|
6.58K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 18.43% |
$56.9K - $65.1K
|
6.67K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.51K- 9.82% |
$57.1K - $65.2K
|
13.9K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.57K- 11.47% |
$59.3K - $67.7K
|
12.1K
$484K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.62K- 12.79% |
$61.3K - $70.1K
|
11.1K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.64K- 20.45% |
$61.8K - $70.7K
|
6.37K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.75K- 3.59% |
$66.2K - $75.7K
|
47.1K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.76K- 5.7% |
$66.5K - $76.1K
|
29.1K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 8.54% |
$67.3K - $76.9K
|
19.1K
$763K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.8K- 2.59% |
$68.1K - $77.8K
|
67.8K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.83K- 12.59% |
$69K - $78.8K
|
12.7K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.88K- 9.61% |
$71.2K - $81.4K
|
17.7K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.17K- 5.0% |
$81.9K - $93.6K
|
41.2K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 9.85% |
$82.1K - $93.8K
|
19.9K
$795K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.24K- 4.33% |
$84.8K - $96.9K
|
49.6K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.32K- 14.21% |
$87.8K - $100K
|
14K
$561K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.34K- 16.52% |
$88.5K - $101K
|
11.8K
$473K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.35K- 27.69% |
$88.6K - $101K
|
6.13K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.35K- 16.55% |
$88.7K - $101K
|
11.8K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-2.37K- 6.98% |
$89.6K - $102K
|
31.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.4K- 1.7% |
$90.7K - $104K
|
139K
$5.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.42K- 83.63% |
$91.5K - $105K
|
474
$19K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.45K- 33.37% |
$92.5K - $106K
|
4.89K
$195K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.52K- 28.41% |
$95K - $109K
|
6.34K
$254K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.55K- 17.61% |
$96.4K - $110K
|
11.9K
$477K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.59K- 9.19% |
$97.8K - $112K
|
25.6K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.6K- 2.47% |
$98.3K - $112K
|
103K
$4.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.7K- 0.95% |
$102K - $117K
|
282K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.92K- 1.4% |
$110K - $126K
|
206K
$8.22M
|