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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.59K+ 31.66% |
$88.6K - $105K
|
10.8K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.51K+ 1.49% |
$85.8K - $102K
|
170K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.4K+ 4.18% |
$82.3K - $97.5K
|
60K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.36K+ 25.91% |
$80.7K - $95.5K
|
11.4K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.35K+ 1.16% |
$80.3K - $95.1K
|
204K
$9.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 47.67% |
$80.1K - $94.8K
|
7.25K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
2.31K+ 30.84% |
$79.2K - $93.8K
|
9.81K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.29K+ 0.17% |
$78.5K - $93K
|
1.38M
$60.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.28K+ 6.61% |
$78.1K - $92.5K
|
36.8K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.27K+ 4.1% |
$77.8K - $92.1K
|
57.7K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.21K+ 7.08% |
$75.6K - $89.5K
|
33.4K
$1.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.09K+ 150.11% |
$71.4K - $84.5K
|
3.47K
$154K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.08K+ 13.37% |
$71.2K - $84.3K
|
17.6K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.08K+ 2.32% |
$71.1K - $84.2K
|
91.7K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.08K+ 18.9% |
$71.1K - $84.2K
|
13.1K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.07K+ 49.64% |
$71K - $84.1K
|
6.25K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.07K+ 15.36% |
$70.9K - $84K
|
15.6K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.06K+ 4.1% |
$70.6K - $83.6K
|
52.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.95K+ 0.21% |
$66.6K - $78.9K
|
927K
$41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.95K+ 25.97% |
$66.6K - $78.9K
|
9.43K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.87K+ 4.23% |
$64K - $75.7K
|
46.1K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.85K+ 3.86% |
$63.3K - $75K
|
49.8K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.83K+ 25.28% |
$62.5K - $74K
|
9.04K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.83K+ 1.33% |
$62.5K - $74K
|
140K
$6.17M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.82K+ 1.86% |
$62.5K - $74K
|
99.8K
$4.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.81KNew |
$62.1K - $73.6K
|
1.81K
$80.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.78K+ 0.41% |
$60.9K - $72.2K
|
437K
$19.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.72K+ 16.26% |
$59K - $69.9K
|
12.3K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.7K+ 7.56% |
$58.3K - $69K
|
24.2K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.69KNew |
$57.7K - $68.4K
|
1.69K
$74.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.66K+ 16.86% |
$56.9K - $67.4K
|
11.5K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.62K+ 3.4% |
$55.6K - $65.8K
|
49.3K
$2.18M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.57K+ 4.42% |
$53.9K - $63.8K
|
37.2K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.57K+ 6.47% |
$53.7K - $63.6K
|
25.8K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.56K+ 21.1% |
$53.3K - $63.1K
|
8.94K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 14.72% |
$53.1K - $62.9K
|
12.1K
$534K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
1.5K+ 2.48% |
$51.4K - $60.8K
|
62K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 6.25% |
$50.1K - $59.3K
|
24.8K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.43K+ 20.9% |
$48.8K - $57.8K
|
8.25K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.37K+ 8.76% |
$46.8K - $55.4K
|
17K
$751K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.37KNew |
$46.8K - $55.4K
|
1.37K
$60.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 9.24% |
$46.7K - $55.3K
|
16.1K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.31K+ 1.17% |
$44.7K - $52.9K
|
113K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 198.75% |
$43.6K - $51.7K
|
1.92K
$84.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.26K+ 7.7% |
$43.1K - $51K
|
17.6K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.23K+ 13.18% |
$41.9K - $49.7K
|
10.5K
$465K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.2K+ 171.43% |
$41.1K - $48.7K
|
1.9K
$84K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.17K+ 11.56% |
$40K - $47.4K
|
11.3K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.15K+ 16.43% |
$39.5K - $46.8K
|
8.18K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.15K+ 5.43% |
$39.5K - $46.8K
|
22.4K
$989K
|