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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.43K+ 64.08% |
$205K - $235K
|
13.9K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $232K
|
5.37K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.31K+ 82.55% |
$201K - $229K
|
11.7K
$485K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.3KNew |
$200K - $229K
|
5.3K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
5.3K+ 0.62% |
$200K - $229K
|
864K
$35.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
5.23K+ 4.32% |
$198K - $226K
|
126K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
5.1K+ 3.42% |
$193K - $220K
|
154K
$6.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.76K+ 1.42% |
$180K - $206K
|
340K
$14M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.5K+ 10.38% |
$170K - $194K
|
47.8K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 8.28% |
$167K - $191K
|
57.7K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.3K+ 6.0% |
$162K - $186K
|
76K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 69.88% |
$157K - $180K
|
10.1K
$418K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07K+ 120.37% |
$154K - $176K
|
7.44K
$308K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.99K+ 26.6% |
$151K - $172K
|
19K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.96K+ 5.77% |
$150K - $171K
|
72.6K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.82K+ 42.7% |
$144K - $165K
|
12.8K
$528K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.78K+ 3.93% |
$143K - $163K
|
99.9K
$4.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$141K - $161K
|
3.73K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.7K+ 39.31% |
$140K - $160K
|
13.1K
$542K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.69K+ 1.72% |
$139K - $159K
|
218K
$9.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.64K+ 1.46% |
$138K - $157K
|
254K
$10.5M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.5K+ 7.25% |
$132K - $151K
|
51.8K
$2.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.46K+ 11.57% |
$131K - $149K
|
33.3K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.37K+ 15.31% |
$128K - $146K
|
25.4K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.3K+ 38.37% |
$125K - $143K
|
11.9K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.24K+ 10.49% |
$123K - $140K
|
34.2K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.18K+ 6.08% |
$120K - $137K
|
55.4K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.09KNew |
$117K - $133K
|
3.09K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.96K+ 34.52% |
$112K - $128K
|
11.5K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.95K+ 59.13% |
$111K - $127K
|
7.93K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.88K+ 14.58% |
$109K - $124K
|
22.6K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.85K+ 46.52% |
$108K - $123K
|
8.98K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.78K+ 9.01% |
$105K - $120K
|
33.6K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.76K+ 29.88% |
$104K - $119K
|
12K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.67K+ 14.31% |
$101K - $115K
|
21.3K
$882K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.65K+ 22.82% |
$100K - $115K
|
14.3K
$590K
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.59K+ 230.48% |
$97.7K - $112K
|
3.71K
$153K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.59K+ 230.48% |
$97.7K - $112K
|
3.71K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
2.58K+ 8.92% |
$97.4K - $111K
|
31.5K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56K+ 23.49% |
$96.8K - $111K
|
13.5K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.55K+ 8.71% |
$96.4K - $110K
|
31.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.5K+ 2.83% |
$94.6K - $108K
|
90.8K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.42K+ 23.46% |
$91.3K - $104K
|
12.7K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.38K+ 9.86% |
$90K - $103K
|
26.5K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.37K+ 2.13% |
$89.5K - $102K
|
113K
$4.69M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.34KNew |
$88.4K - $101K
|
2.34K
$96.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.27K+ 7.58% |
$85.6K - $97.9K
|
32.2K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.26K+ 12.5% |
$85.2K - $97.4K
|
20.3K
$839K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.24K+ 15.12% |
$84.6K - $96.7K
|
17.1K
$704K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.21K+ 37.58% |
$83.6K - $95.6K
|
8.1K
$335K
|