Purchases and Sales Made in Q3 2024 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q3 2024. 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, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
138+ 2.36% |
$4.73K - $5.6K
|
5.99K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
127+ 1.86% |
$4.35K - $5.15K
|
6.94K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
126+ 4.99% |
$4.31K - $5.11K
|
2.65K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
125+ 10.93% |
$4.28K - $5.07K
|
1.27K
$48.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
121+ 0.72% |
$4.14K - $4.91K
|
17K
$650K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
120+ 1.71% |
$4.11K - $4.87K
|
7.15K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
116+ 48.95% |
$3.97K - $4.7K
|
353
$13.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
115+ 0.51% |
$3.94K - $4.66K
|
22.8K
$870K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
111+ 84.09% |
$3.8K - $4.5K
|
243
$9.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107New |
$3.66K - $4.34K
|
107
$4.08K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
106New |
$3.63K - $4.3K
|
106
$4.04K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
105+ 0.26% |
$3.6K - $4.26K
|
41.3K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 1.68% |
$3.42K - $4.05K
|
6.07K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$3.42K - $4.05K
|
100
$3.81K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
93+ 3.46% |
$3.18K - $3.77K
|
2.78K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
88+ 0.87% |
$3.01K - $3.57K
|
10.2K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$2.98K - $3.53K
|
87
$3.32K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 0.79% |
$2.91K - $3.45K
|
10.9K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
84+ 0.97% |
$2.88K - $3.41K
|
8.71K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
81+ 0.58% |
$2.77K - $3.28K
|
14.1K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
81+ 3.84% |
$2.77K - $3.28K
|
2.19K
$83.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
80New |
$2.74K - $3.24K
|
80
$3.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
80+ 0.65% |
$2.74K - $3.24K
|
12.3K
$471K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
79+ 6.39% |
$2.7K - $3.2K
|
1.32K
$50.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
73+ 1.01% |
$2.5K - $2.96K
|
7.33K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
73+ 0.65% |
$2.5K - $2.96K
|
11.4K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
71+ 0.4% |
$2.43K - $2.88K
|
18K
$688K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 3.87% |
$2.36K - $2.8K
|
1.85K
$70.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 0.28% |
$2.26K - $2.68K
|
23.6K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
56+ 40.88% |
$1.92K - $2.27K
|
193
$7.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 2.65% |
$1.71K - $2.03K
|
1.93K
$73.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
44+ 0.97% |
$1.51K - $1.78K
|
4.56K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
44+ 4.93% |
$1.51K - $1.78K
|
936
$35.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
43+ 3.79% |
$1.47K - $1.74K
|
1.18K
$44.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
43+ 7.05% |
$1.47K - $1.74K
|
653
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
41+ 0.6% |
$1.4K - $1.66K
|
6.9K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 91.18% |
$1.06K - $1.26K
|
65
$2.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
30+ 0.41% |
$1.03K - $1.22K
|
7.32K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 3.53% |
$1.03K - $1.22K
|
879
$33.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30New |
$1.03K - $1.22K
|
30
$1.14K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26+ 14.77% |
$890 - $1.05K
|
202
$7.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 24.24% |
$822 - $973
|
123
$4.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
24+ 0.02% |
$822 - $973
|
137K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 6.67% |
$479 - $568
|
224
$8.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 1.91% |
$479 - $568
|
746
$28.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 0.22% |
$445 - $527
|
5.99K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 4.72% |
$411 - $487
|
266
$10.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12New |
$411 - $487
|
12
$458
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 1.06% |
$377 - $446
|
1.05K
$40.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$377 - $446
|
11
$420
|