Purchases and Sales Made in Q3 2023 in Exelon Corp (EXC)

EXC Quotes by TradingView

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
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
2.21K
+ 37.58%
$83.6K - $95.6K
8.1K $352K
Nov 09, 2023 Q3 2023
Andra Ap Fonden

Goteborg, V7
BUY
 -
2.2K
+ 1.24%
$83.1K - $95K
179K $7.77M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
2.18K
+ 27.02%
$82.3K - $94K
10.2K $444K
Nov 13, 2023 Q3 2023
Capital Research Global Investors

Los Angeles, CA
BUY
 -
2.16K
+ 0.04%
$81.5K - $93.2K
5.7M $247M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
2.15K
New
$81.1K - $92.7K
2.15K $93.2K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.12K
+ 33.58%
$80.2K - $91.7K
8.44K $367K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
2.1K
+ 4.59%
$79.4K - $90.8K
47.9K $2.08M
Nov 02, 2023 Q3 2023
Icici Prudential Asset Management CO LTD

BUY
 -
2.09K
+ 30.95%
$79.1K - $90.4K
8.86K $385K
Nov 13, 2023 Q3 2023
Kepos Capital LP

New York, NY
BUY
 -
2.08K
+ 41.35%
$78.5K - $89.8K
7.1K $308K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
2K
+ 33.89%
$75.6K - $86.4K
7.9K $343K
Nov 13, 2023 Q3 2023
Rock Creek Group, LP

BUY
 -
1.76K
New
$66.4K - $75.9K
1.76K $76.3K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.65K
+ 111.74%
$62.2K - $71.1K
3.12K $135K
Nov 13, 2023 Q3 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
1.64K
+ 17.63%
$62K - $70.8K
10.9K $475K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
1.62K
+ 7.31%
$61.3K - $70.1K
23.8K $1.04M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.61K
+ 25.97%
$60.8K - $69.5K
7.8K $339K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
1.58K
+ 6.41%
$59.7K - $68.3K
26.2K $1.14M
Nov 13, 2023 Q3 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.56K
+ 31.05%
$58.9K - $67.3K
6.58K $286K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.56K
+ 18.54%
$58.8K - $67.3K
9.96K $432K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.54K
+ 9.82%
$58.2K - $66.5K
17.2K $747K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
1.51K
+ 8.39%
$56.9K - $65K
19.4K $844K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
1.5K
New
$56.7K - $64.8K
1.5K $65.1K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.5K
+ 5.15%
$56.6K - $64.7K
30.6K $1.33M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
1.45K
New
$54.9K - $62.8K
1.45K $63.1K
Nov 13, 2023 Q3 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
1.43K
+ 5.16%
$54K - $61.8K
29.1K $1.27M
Nov 01, 2023 Q3 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
1.43K
+ 1.09%
$54K - $61.8K
132K $5.74M
Oct 26, 2023 Q3 2023
Strs Ohio

BUY
 -
1.42K
+ 0.45%
$53.7K - $61.4K
317K $13.8M
Nov 14, 2023 Q3 2023
Elo Mutual Pension Insurance CO

BUY
 -
1.42K
+ 1.73%
$53.6K - $61.3K
83.2K $3.62M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.36K
+ 18.54%
$51.2K - $58.6K
8.67K $376K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.3K
+ 8.75%
$49K - $56K
16.1K $700K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.29K
+ 4.34%
$48.9K - $55.9K
31.1K $1.35M
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.28K
+ 9.9%
$48.4K - $55.4K
14.2K $618K
Oct 26, 2023 Q3 2023
Middleton & CO Inc

BUY
 -
1.28K
+ 1.73%
$48.3K - $55.2K
75.3K $3.27M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
1.28K
New
$48.2K - $55.1K
1.28K $55.4K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
1.26K
+ 9.84%
$47.5K - $54.3K
14K $609K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.18K
+ 11.62%
$44.5K - $50.8K
11.3K $491K
Oct 17, 2023 Q3 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.18K
+ 14.99%
$44.4K - $50.8K
9.02K $392K
Nov 13, 2023 Q3 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
1.18K
+ 18.5%
$44.4K - $50.8K
7.53K $327K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
1.12K
+ 64.9%
$42.2K - $48.3K
2.84K $123K
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
1.08K
+ 0.08%
$40.7K - $46.5K
1.29M $55.8M
Nov 08, 2023 Q3 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
1.07K
+ 3.12%
$40.3K - $46.1K
35.3K $1.53M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.06K
+ 37.88%
$40.1K - $45.8K
3.86K $168K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.02K
+ 3.6%
$38.5K - $44K
29.3K $1.27M
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
1K
New
$37.8K - $43.2K
1K $43.4K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
991
+ 14.97%
$37.4K - $42.8K
7.61K $331K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
988
+ 3.93%
$37.3K - $42.7K
26.2K $1.14M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
970
+ 19.26%
$36.7K - $41.9K
6.01K $261K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
943
+ 2.19%
$35.6K - $40.7K
44K $1.91M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
930
+ 65.68%
$35.1K - $40.2K
2.35K $102K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
929
+ 11.03%
$35.1K - $40.1K
9.35K $406K

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