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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
274+ 1.58% |
$10.4K - $11.8K
|
17.6K
$727K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
241+ 3.21% |
$9.11K - $10.4K
|
7.74K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
231+ 5.27% |
$8.73K - $9.98K
|
4.61K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
218+ 3.54% |
$8.24K - $9.42K
|
6.38K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218+ 2.32% |
$8.24K - $9.42K
|
9.6K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
214+ 4.8% |
$8.09K - $9.24K
|
4.68K
$193K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
209+ 29.27% |
$7.9K - $9.03K
|
923
$38.1K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
205New |
$7.75K - $8.86K
|
205
$8.47K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205+ 3.18% |
$7.75K - $8.86K
|
6.66K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
205+ 3.25% |
$7.75K - $8.86K
|
6.51K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
200+ 1.77% |
$7.56K - $8.64K
|
11.5K
$474K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200+ 172.41% |
$7.56K - $8.64K
|
316
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
195+ 1.02% |
$7.37K - $8.42K
|
19.3K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
194+ 3.0% |
$7.33K - $8.38K
|
6.65K
$275K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
189+ 8.41% |
$7.14K - $8.16K
|
2.44K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
188+ 34.31% |
$7.1K - $8.12K
|
736
$30.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
187+ 2.08% |
$7.07K - $8.08K
|
9.2K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
184+ 2.99% |
$6.95K - $7.95K
|
6.34K
$262K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
176+ 1.31% |
$6.65K - $7.6K
|
13.7K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
170+ 1.52% |
$6.42K - $7.34K
|
11.4K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
169+ 845.0% |
$6.39K - $7.3K
|
189
$7.81K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
164+ 1.6% |
$6.2K - $7.08K
|
10.4K
$429K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
155New |
$5.86K - $6.7K
|
155
$6.4K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
152+ 2.7% |
$5.74K - $6.57K
|
5.77K
$238K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
148+ 3.09% |
$5.59K - $6.39K
|
4.94K
$204K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147+ 5.32% |
$5.56K - $6.35K
|
2.91K
$120K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
146+ 1.74% |
$5.52K - $6.31K
|
8.53K
$352K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
139+ 0.82% |
$5.25K - $6K
|
17.1K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
135+ 1.23% |
$5.1K - $5.83K
|
11.1K
$458K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 0.7% |
$4.69K - $5.36K
|
17.9K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119+ 5.62% |
$4.5K - $5.14K
|
2.24K
$92.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
114+ 1.69% |
$4.31K - $4.92K
|
6.87K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113New |
$4.27K - $4.88K
|
113
$4.67K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
108New |
$4.08K - $4.67K
|
108
$4.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
103+ 0.91% |
$3.89K - $4.45K
|
11.4K
$471K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
103+ 0.77% |
$3.89K - $4.45K
|
13.5K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
102+ 38.35% |
$3.85K - $4.41K
|
368
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
97+ 1.28% |
$3.67K - $4.19K
|
7.65K
$316K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97+ 0.2% |
$3.67K - $4.19K
|
49K
$2.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
95+ 11.06% |
$3.59K - $4.1K
|
954
$39.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
92+ 2.95% |
$3.48K - $3.97K
|
3.21K
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
92+ 12.72% |
$3.48K - $3.97K
|
815
$33.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
84+ 1.42% |
$3.17K - $3.63K
|
6.01K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
81+ 1.47% |
$3.06K - $3.5K
|
5.59K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
79+ 0.81% |
$2.99K - $3.41K
|
9.87K
$408K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
79+ 7.27% |
$2.99K - $3.41K
|
1.17K
$48.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
77+ 25.25% |
$2.91K - $3.33K
|
382
$15.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
76+ 0.82% |
$2.87K - $3.28K
|
9.39K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
72+ 2.4% |
$2.72K - $3.11K
|
3.07K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 31.98% |
$2.68K - $3.07K
|
293
$12.1K
|