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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
440+ 2.24% |
$15.1K - $17.8K
|
20.1K
$767K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
420+ 1.67% |
$14.4K - $17K
|
25.5K
$973K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
415+ 2.46% |
$14.2K - $16.8K
|
17.3K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
410+ 4.22% |
$14K - $16.6K
|
10.1K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
404+ 6.53% |
$13.8K - $16.4K
|
6.6K
$252K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
400+ 0.7% |
$13.7K - $16.2K
|
57.7K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
390+ 4.75% |
$13.4K - $15.8K
|
8.59K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 1.0% |
$13K - $15.4K
|
38.4K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375+ 29.48% |
$12.8K - $15.2K
|
1.65K
$62.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
363+ 3.3% |
$12.4K - $14.7K
|
11.4K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
362+ 3.52% |
$12.4K - $14.7K
|
10.6K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
345+ 1.79% |
$11.8K - $14K
|
19.6K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
345+ 2.29% |
$11.8K - $14K
|
15.4K
$589K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
337+ 635.85% |
$11.5K - $13.7K
|
390
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331+ 1.71% |
$11.3K - $13.4K
|
19.7K
$751K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
323+ 3.1% |
$11.1K - $13.1K
|
10.7K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
311+ 1.52% |
$10.6K - $12.6K
|
20.8K
$793K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
308+ 5.1% |
$10.5K - $12.5K
|
6.35K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
302New |
$10.3K - $12.2K
|
302
$11.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
297New |
$10.2K - $12K
|
297
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
296+ 7.93% |
$10.1K - $12K
|
4.03K
$154K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
285+ 2.09% |
$9.76K - $11.6K
|
13.9K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
280+ 1.54% |
$9.59K - $11.4K
|
18.5K
$705K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
274+ 0.97% |
$9.38K - $11.1K
|
28.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
272+ 1.83% |
$9.31K - $11K
|
15.1K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
255+ 1.85% |
$8.73K - $10.3K
|
14.1K
$537K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
255+ 3.5% |
$8.73K - $10.3K
|
7.53K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
254+ 12.77% |
$8.7K - $10.3K
|
2.24K
$85.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
237+ 3.61% |
$8.11K - $9.61K
|
6.81K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
224+ 2.74% |
$7.67K - $9.08K
|
8.4K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
223New |
$7.64K - $9.04K
|
223
$8.51K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
219+ 5.35% |
$7.5K - $8.88K
|
4.32K
$165K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
212+ 33.92% |
$7.26K - $8.6K
|
837
$31.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
211+ 5.22% |
$7.22K - $8.56K
|
4.25K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
183New |
$6.27K - $7.42K
|
183
$6.98K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
179+ 0.25% |
$6.13K - $7.26K
|
72.6K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
172+ 2.47% |
$5.89K - $6.97K
|
7.15K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
160New |
$5.48K - $6.49K
|
160
$6.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
159+ 2.04% |
$5.44K - $6.45K
|
7.94K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157+ 1.61% |
$5.38K - $6.37K
|
9.88K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
154+ 1.52% |
$5.27K - $6.24K
|
10.3K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
154+ 1.81% |
$5.27K - $6.24K
|
8.64K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152+ 2.25% |
$5.2K - $6.16K
|
6.92K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
151+ 0.25% |
$5.17K - $6.12K
|
60.9K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
149+ 1.18% |
$5.1K - $6.04K
|
12.7K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
149+ 1.17% |
$5.1K - $6.04K
|
12.8K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
149+ 11.87% |
$5.1K - $6.04K
|
1.4K
$53.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
145+ 1.03% |
$4.96K - $5.88K
|
14.2K
$542K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
140+ 175.0% |
$4.79K - $5.68K
|
220
$8.39K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
139+ 8.58% |
$4.76K - $5.64K
|
1.76K
$67.1K
|