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 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
911+ 222.2% |
$34.4K - $39.4K
|
1.32K
$57.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
910+ 58.9% |
$34.4K - $39.3K
|
2.46K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
902+ 7.35% |
$34.1K - $39K
|
13.2K
$572K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
874+ 9.51% |
$33K - $37.8K
|
10.1K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
850+ 334.65% |
$32.1K - $36.7K
|
1.1K
$47.9K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
832New |
$31.4K - $35.9K
|
832
$36.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
820+ 3.05% |
$31K - $35.4K
|
27.7K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
779+ 0.04% |
$29.4K - $33.7K
|
1.84M
$79.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
764+ 2.24% |
$28.9K - $33K
|
34.9K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
750+ 0.84% |
$28.3K - $32.4K
|
90.4K
$3.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
750+ 12.92% |
$28.3K - $32.4K
|
6.55K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
740New |
$28K - $32K
|
740
$32.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
705+ 2.88% |
$26.6K - $30.5K
|
25.2K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
662+ 5.82% |
$25K - $28.6K
|
12K
$522K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
659+ 9.01% |
$24.9K - $28.5K
|
7.97K
$346K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
659New |
$24.9K - $28.5K
|
659
$28.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
656+ 1.12% |
$24.8K - $28.3K
|
59.1K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
654+ 10.01% |
$24.7K - $28.3K
|
7.19K
$312K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
625+ 5.47% |
$23.6K - $27K
|
12.1K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
616+ 1.46% |
$23.3K - $26.6K
|
42.9K
$1.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 6.1% |
$22.6K - $25.8K
|
10.4K
$451K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
582+ 4.36% |
$22K - $25.1K
|
13.9K
$605K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
568+ 3.0% |
$21.5K - $24.5K
|
19.5K
$846K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
563+ 2.6% |
$21.3K - $24.3K
|
22.2K
$966K
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
556+ 0.03% |
$21K - $24K
|
2.21M
$95.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
552+ 3.82% |
$20.9K - $23.8K
|
15K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$20.8K - $23.8K
|
550
$23.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
528+ 9.02% |
$20K - $22.8K
|
6.38K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$21.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
468+ 6.15% |
$17.7K - $20.2K
|
8.08K
$351K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
468+ 2.95% |
$17.7K - $20.2K
|
16.3K
$710K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
461+ 8.42% |
$17.4K - $19.9K
|
5.94K
$258K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
453+ 2.54% |
$17.1K - $19.6K
|
18.3K
$794K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
424+ 1.16% |
$16K - $18.3K
|
37.1K
$1.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
413+ 7.99% |
$15.6K - $17.8K
|
5.58K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
406New |
$15.3K - $17.5K
|
406
$17.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
400+ 98.77% |
$15.1K - $17.3K
|
805
$35K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
392+ 128.95% |
$14.8K - $16.9K
|
696
$30.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
385+ 2.38% |
$14.5K - $16.6K
|
16.5K
$718K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
380+ 29.25% |
$14.4K - $16.4K
|
1.68K
$72.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
364New |
$13.8K - $15.7K
|
364
$15.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
359+ 1.21% |
$13.6K - $15.5K
|
29.9K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358+ 11.11% |
$13.5K - $15.5K
|
3.58K
$155K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
351+ 1.28% |
$13.3K - $15.2K
|
27.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350New |
$13.2K - $15.1K
|
350
$15.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
339+ 2.18% |
$12.8K - $14.6K
|
15.9K
$689K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
309+ 4.56% |
$11.7K - $13.3K
|
7.09K
$308K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
303+ 4.52% |
$11.5K - $13.1K
|
7.01K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.18% |
$11.3K - $13K
|
171K
$7.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
278+ 10.46% |
$10.5K - $12K
|
2.94K
$128K
|