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 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.14K+ 6.9% |
$39K - $46.2K
|
17.7K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.12K+ 17.56% |
$38.4K - $45.5K
|
7.51K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.1K+ 832.58% |
$37.6K - $44.6K
|
1.23K
$54.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
1.1K+ 0.35% |
$37.6K - $44.6K
|
314K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09K+ 8.12% |
$37.4K - $44.3K
|
14.5K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.08K+ 7.92% |
$36.8K - $43.6K
|
14.6K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.06K+ 2.03% |
$36.2K - $42.9K
|
53.2K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 13.03% |
$36K - $42.6K
|
9.12K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 4.57% |
$35.6K - $42.2K
|
23.8K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.13% |
$35.5K - $42K
|
49.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.02KNew |
$35.1K - $41.5K
|
1.02K
$45.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 7.87% |
$34.2K - $40.6K
|
13.7K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
977+ 0.31% |
$33.5K - $39.6K
|
316K
$14M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
939+ 1.88% |
$32.2K - $38.1K
|
50.9K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
930+ 15.06% |
$31.8K - $37.7K
|
7.11K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
905+ 9.62% |
$31K - $36.7K
|
10.3K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
838+ 4.12% |
$28.7K - $34K
|
21.2K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
833+ 2.16% |
$28.5K - $33.8K
|
39.4K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
802+ 11.83% |
$27.5K - $32.5K
|
7.58K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800+ 3.7% |
$27.4K - $32.4K
|
22.4K
$990K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
797New |
$27.3K - $32.3K
|
797
$35.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
796+ 4.05% |
$27.3K - $32.3K
|
20.5K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
786+ 7.85% |
$26.9K - $31.9K
|
10.8K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
785+ 3.13% |
$26.9K - $31.8K
|
25.9K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
774+ 2.5% |
$26.5K - $31.4K
|
31.8K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
755+ 10.84% |
$25.9K - $30.6K
|
7.72K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
741+ 2.22% |
$25.4K - $30K
|
34.2K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
739+ 32.31% |
$25.3K - $30K
|
3.03K
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
735+ 92.69% |
$25.2K - $29.8K
|
1.53K
$67.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
732New |
$25.1K - $29.7K
|
732
$32.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
722+ 7.49% |
$24.7K - $29.3K
|
10.4K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
715+ 8.45% |
$24.5K - $29K
|
9.18K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
683New |
$23.4K - $27.7K
|
683
$30.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
674+ 1.39% |
$23.1K - $27.3K
|
49.3K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
669+ 1.69% |
$22.9K - $27.1K
|
40.2K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
649+ 1.79% |
$22.2K - $26.3K
|
36.9K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
638+ 10.1% |
$21.8K - $25.9K
|
6.96K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
622+ 5.41% |
$21.3K - $25.2K
|
12.1K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
620+ 63.39% |
$21.2K - $25.1K
|
1.6K
$70.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
607+ 2.98% |
$20.8K - $24.6K
|
21K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.36% |
$20.5K - $24.3K
|
166K
$7.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 2.29% |
$20.3K - $24.1K
|
26.6K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
571+ 3.61% |
$19.6K - $23.2K
|
16.4K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
564+ 2.64% |
$19.3K - $22.9K
|
21.9K
$968K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
555New |
$19K - $22.5K
|
555
$24.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
493+ 14.18% |
$16.9K - $20K
|
3.97K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
487+ 4.17% |
$16.7K - $19.7K
|
12.2K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
470+ 12.94% |
$16.1K - $19.1K
|
4.1K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
466+ 1.47% |
$16K - $18.9K
|
32.1K
$1.42M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
464+ 828.57% |
$15.9K - $18.8K
|
520
$23K
|