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 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
69+ 0.3% |
$2.61K - $2.98K
|
23.2K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
63+ 0.32% |
$2.38K - $2.72K
|
19.5K
$807K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
63+ 17.95% |
$2.38K - $2.72K
|
414
$17.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 0.61% |
$2.19K - $2.51K
|
9.62K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
57+ 4.45% |
$2.15K - $2.46K
|
1.34K
$55.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 0.53% |
$2.08K - $2.38K
|
10.5K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
54+ 0.43% |
$2.04K - $2.33K
|
12.6K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 0.39% |
$1.85K - $2.12K
|
12.7K
$523K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
48+ 2.88% |
$1.81K - $2.07K
|
1.71K
$70.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 0.87% |
$1.81K - $2.07K
|
5.57K
$230K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
42+ 0.73% |
$1.59K - $1.81K
|
5.78K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
41+ 292.86% |
$1.55K - $1.77K
|
55
$2.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.13% |
$1.51K - $1.73K
|
31.4K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
38+ 0.64% |
$1.44K - $1.64K
|
5.93K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
32+ 0.87% |
$1.21K - $1.38K
|
3.7K
$153K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
30+ 0.43% |
$1.13K - $1.3K
|
7K
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
29+ 65.91% |
$1.1K - $1.25K
|
73
$3.02K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.39% |
$1.06K - $1.21K
|
7.23K
$299K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$1.02K - $1.17K
|
27
$1.12K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.3% |
$1.02K - $1.17K
|
9.14K
$378K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
26+ 0.38% |
$983 - $1.12K
|
6.78K
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26New |
$983 - $1.12K
|
26
$1.07K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
26New |
$983 - $1.12K
|
26
$1.07K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25+ 0.09% |
$945 - $1.08K
|
28.1K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.13% |
$869 - $994
|
17.7K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23+ 0.16% |
$869 - $994
|
14.8K
$612K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.51% |
$869 - $994
|
4.57K
$189K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$869 - $994
|
23
$950
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$869 - $994
|
23
$950
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21+ 0.15% |
$794 - $907
|
14.4K
$596K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20+ 0.14% |
$756 - $864
|
14.5K
$600K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 67.86% |
$718 - $821
|
47
$1.94K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.91% |
$680 - $778
|
958
$39.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
18+ 1.17% |
$680 - $778
|
1.56K
$64.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
18New |
$680 - $778
|
18
$744
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$605 - $691
|
16
$661
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
14+ 0.23% |
$529 - $605
|
6.03K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.36% |
$529 - $605
|
3.9K
$161K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 35.14% |
$491 - $562
|
50
$2.07K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
13+ 0.26% |
$491 - $562
|
5.1K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
13+ 0.26% |
$491 - $562
|
5.1K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13+ 9.77% |
$491 - $562
|
146
$6.03K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.21% |
$416 - $475
|
5.32K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11+ 0.18% |
$416 - $475
|
6.02K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
11+ 0.09% |
$416 - $475
|
12.3K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10+ 0.8% |
$378 - $432
|
1.26K
$52.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.14% |
$340 - $389
|
6.45K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 1.63% |
$302 - $346
|
499
$20.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.09% |
$302 - $346
|
8.65K
$357K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.12% |
$302 - $346
|
6.74K
$278K
|