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 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 40.0% |
$6.85K - $8.11K
|
300
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 2.89% |
$6.85K - $8.11K
|
6.73K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-205- 0.24% |
$7.02K - $8.31K
|
85.6K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-212- 2.99% |
$7.26K - $8.6K
|
6.89K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-229- 3.82% |
$7.84K - $9.29K
|
5.76K
$250K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-232- 1.21% |
$7.94K - $9.41K
|
19K
$824K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-232- 1.69% |
$7.94K - $9.41K
|
13.5K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-248- 1.95% |
$8.49K - $10.1K
|
12.5K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-250- 9.03% |
$8.56K - $10.1K
|
2.52K
$109K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-250- 7.97% |
$8.56K - $10.1K
|
2.89K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-251- 0.24% |
$8.59K - $10.2K
|
104K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-254- 42.98% |
$8.7K - $10.3K
|
337
$14.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-263- 5.91% |
$9.01K - $10.7K
|
4.19K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-265- 0.77% |
$9.07K - $10.7K
|
34.3K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-268- 8.11% |
$9.18K - $10.9K
|
3.04K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-270- 4.63% |
$9.24K - $10.9K
|
5.56K
$241K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-273- 23.33% |
$9.35K - $11.1K
|
897
$39K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-287- 26.92% |
$9.83K - $11.6K
|
779
$33.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-287- 4.94% |
$9.83K - $11.6K
|
5.53K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-292- 1.54% |
$10K - $11.8K
|
18.7K
$812K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 11.05% |
$10.3K - $12.2K
|
2.41K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-310- 0.23% |
$10.6K - $12.6K
|
134K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-316- 4.83% |
$10.8K - $12.8K
|
6.22K
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-318- 8.08% |
$10.9K - $12.9K
|
3.62K
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-329- 5.42% |
$11.3K - $13.3K
|
5.74K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-330- 2.37% |
$11.3K - $13.4K
|
13.6K
$591K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-335- 3.29% |
$11.5K - $13.6K
|
9.86K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-342- 0.56% |
$11.7K - $13.9K
|
60.6K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-350- 11.69% |
$12K - $14.2K
|
2.64K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-353- 3.72% |
$12.1K - $14.3K
|
9.15K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-362- 6.15% |
$12.4K - $14.7K
|
5.52K
$240K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-368- 6.27% |
$12.6K - $14.9K
|
5.5K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-370- 22.49% |
$12.7K - $15K
|
1.28K
$55.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-384- 6.09% |
$13.1K - $15.6K
|
5.92K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-385- 6.0% |
$13.2K - $15.6K
|
6.04K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-387- 6.33% |
$13.3K - $15.7K
|
5.73K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-395- 22.85% |
$13.5K - $16K
|
1.33K
$57.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-405- 4.35% |
$13.9K - $16.4K
|
8.9K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-416- 6.06% |
$14.2K - $16.9K
|
6.45K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-438- 12.92% |
$15K - $17.8K
|
2.95K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-440- 9.08% |
$15.1K - $17.8K
|
4.41K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-445- 1.99% |
$15.2K - $18K
|
21.9K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-446- 2.65% |
$15.3K - $18.1K
|
16.4K
$713K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-465- 6.55% |
$15.9K - $18.9K
|
6.63K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-484- 28.67% |
$16.6K - $19.6K
|
1.2K
$52.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-485- 4.97% |
$16.6K - $19.7K
|
9.28K
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-489- 4.71% |
$16.7K - $19.8K
|
9.9K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-489- 4.8% |
$16.7K - $19.8K
|
9.69K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-505- 3.48% |
$17.3K - $20.5K
|
14K
$608K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-512- 17.91% |
$17.5K - $20.8K
|
2.35K
$102K
|