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 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-512- 5.44% |
$17.5K - $20.8K
|
8.91K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-512- 4.79% |
$17.5K - $20.8K
|
10.2K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-516- 6.92% |
$17.7K - $20.9K
|
6.95K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-537- 6.32% |
$18.4K - $21.8K
|
7.96K
$345K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-542- 20.8% |
$18.6K - $22K
|
2.06K
$89.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-545- 99.27% |
$18.7K - $22.1K
|
4
$174
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-547- 1.17% |
$18.7K - $22.2K
|
46.3K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-550- 1.16% |
$18.8K - $22.3K
|
46.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-571- 1.8% |
$19.6K - $23.2K
|
31.1K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-576- 4.78% |
$19.7K - $23.4K
|
11.5K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-597- 11.58% |
$20.4K - $24.2K
|
4.56K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-636- 24.29% |
$21.8K - $25.8K
|
1.98K
$86.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-640- 10.48% |
$21.9K - $26K
|
5.47K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-688- 6.78% |
$23.6K - $27.9K
|
9.46K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-720- 1.06% |
$24.7K - $29.2K
|
67.4K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-726- 81.39% |
$24.9K - $29.4K
|
166
$7.21K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-741- 3.59% |
$25.4K - $30K
|
19.9K
$865K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-750- 12.86% |
$25.7K - $30.4K
|
5.08K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-756- 8.61% |
$25.9K - $30.7K
|
8.03K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-759- 1.88% |
$26K - $30.8K
|
39.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-762- 41.3% |
$26.1K - $30.9K
|
1.08K
$47K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-765- 8.58% |
$26.2K - $31K
|
8.15K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-765- 4.3% |
$26.2K - $31K
|
17K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-766- 11.79% |
$26.2K - $31.1K
|
5.73K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-768- 12.66% |
$26.3K - $31.1K
|
5.3K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-795- 6.95% |
$27.2K - $32.2K
|
10.6K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-859- 5.44% |
$29.4K - $34.8K
|
14.9K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-865- 3.08% |
$29.6K - $35.1K
|
27.2K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-876- 8.2% |
$30K - $35.5K
|
9.8K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-888- 9.31% |
$30.4K - $36K
|
8.65K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-945- 5.72% |
$32.4K - $38.3K
|
15.6K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-953- 13.01% |
$32.6K - $38.6K
|
6.37K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-965- 7.38% |
$33K - $39.1K
|
12.1K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-987- 0.66% |
$33.8K - $40K
|
148K
$6.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1K- 4.46% |
$34.2K - $40.6K
|
21.4K
$931K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.05K- 16.48% |
$35.8K - $42.4K
|
5.3K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.07K- 7.01% |
$36.8K - $43.6K
|
14.2K
$619K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.1K- 2.6% |
$37.5K - $44.4K
|
41.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.1K- 21.49% |
$37.7K - $44.6K
|
4.02K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 10.78% |
$41K - $48.5K
|
9.9K
$430K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.25K- 3.99% |
$42.8K - $50.7K
|
30.1K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.26K- 4.08% |
$43.1K - $51K
|
29.6K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.29K- 4.72% |
$44K - $52.1K
|
25.9K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 2.59% |
$44.5K - $52.7K
|
48.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.3K- 1.67% |
$44.5K - $52.8K
|
76.8K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.31K- 9.82% |
$44.7K - $53K
|
12K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.32K- 12.9% |
$45.2K - $53.6K
|
8.92K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-1.34K- 14.47% |
$45.8K - $54.2K
|
7.91K
$343K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.35K- 26.39% |
$46.2K - $54.7K
|
3.76K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.37K- 2.95% |
$47K - $55.7K
|
45.2K
$1.96M
|