Purchases and Sales Made in Q4 2021 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
175+ 5.19% |
$5.94K - $7.21K
|
3.55K
$142K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
170+ 3.22% |
$5.77K - $7K
|
5.45K
$218K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
167+ 1.67% |
$5.67K - $6.88K
|
10.2K
$406K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
167+ 2.0% |
$5.67K - $6.88K
|
8.51K
$340K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
166+ 1.64% |
$5.63K - $6.84K
|
10.3K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
160+ 0.24% |
$5.43K - $6.59K
|
66.2K
$2.65M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
152New |
$5.16K - $6.26K
|
152
$6.08K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
150+ 750.0% |
$5.09K - $6.18K
|
170
$6.8K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
147New |
$4.99K - $6.06K
|
147
$5.88K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
143+ 0.76% |
$4.85K - $5.89K
|
18.9K
$756K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
138+ 1.33% |
$4.68K - $5.69K
|
10.5K
$419K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
138New |
$4.68K - $5.69K
|
138
$5.52K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
137+ 0.39% |
$4.65K - $5.64K
|
35.5K
$1.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
130+ 2.6% |
$4.41K - $5.36K
|
5.13K
$205K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 94.85% |
$4.38K - $5.31K
|
265
$10.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
128+ 1.69% |
$4.34K - $5.27K
|
7.7K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
127+ 0.89% |
$4.31K - $5.23K
|
14.4K
$575K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
127+ 56.44% |
$4.31K - $5.23K
|
352
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$4.24K - $5.15K
|
125
$5K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117+ 36.91% |
$3.97K - $4.82K
|
434
$17.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
115+ 161.97% |
$3.9K - $4.74K
|
186
$7.44K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
113+ 1.6% |
$3.83K - $4.66K
|
7.19K
$287K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
110+ 1.89% |
$3.73K - $4.53K
|
5.93K
$237K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
109+ 2.03% |
$3.7K - $4.49K
|
5.49K
$220K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
104+ 1.27% |
$3.53K - $4.28K
|
8.31K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
103+ 0.4% |
$3.49K - $4.24K
|
25.7K
$1.03M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
102+ 0.3% |
$3.46K - $4.2K
|
33.6K
$1.34M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
100+ 2.24% |
$3.39K - $4.12K
|
4.56K
$182K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
100New |
$3.39K - $4.12K
|
100
$4K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100+ 2.98% |
$3.39K - $4.12K
|
3.45K
$138K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
98+ 0.61% |
$3.33K - $4.04K
|
16.1K
$645K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
92+ 1.64% |
$3.12K - $3.79K
|
5.7K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
88New |
$2.99K - $3.63K
|
88
$3.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
84+ 6.94% |
$2.85K - $3.46K
|
1.29K
$51.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
81+ 0.4% |
$2.75K - $3.34K
|
20.4K
$815K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
81New |
$2.75K - $3.34K
|
81
$3.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
80+ 5.66% |
$2.71K - $3.3K
|
1.49K
$59.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
75+ 50.34% |
$2.54K - $3.09K
|
224
$8.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
73+ 1.39% |
$2.48K - $3.01K
|
5.33K
$213K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.33% |
$2.44K - $2.97K
|
5.51K
$220K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
67+ 17.63% |
$2.27K - $2.76K
|
447
$17.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
60+ 2.67% |
$2.04K - $2.47K
|
2.31K
$92.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.63% |
$2K - $2.43K
|
9.39K
$376K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
57+ 0.48% |
$1.93K - $2.35K
|
12K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
55+ 0.3% |
$1.87K - $2.27K
|
18.6K
$744K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$1.87K - $2.27K
|
55
$2.2K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
54+ 5.12% |
$1.83K - $2.22K
|
1.11K
$44.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
53+ 17.67% |
$1.8K - $2.18K
|
353
$14.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
53+ 7.93% |
$1.8K - $2.18K
|
721
$28.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.63% |
$1.73K - $2.1K
|
8.13K
$325K
|