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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50+ 0.21% |
$1.7K - $2.06K
|
23.5K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
50New |
$1.7K - $2.06K
|
50
$2.19K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50New |
$1.7K - $2.06K
|
50
$2.19K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
49+ 0.67% |
$1.66K - $2.02K
|
7.36K
$322K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.47% |
$1.63K - $1.98K
|
10.3K
$453K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
46+ 0.72% |
$1.56K - $1.9K
|
6.46K
$283K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
45New |
$1.53K - $1.85K
|
45
$1.97K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
44New |
$1.49K - $1.81K
|
44
$1.92K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
43+ 0.64% |
$1.46K - $1.77K
|
6.81K
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
41+ 4.91% |
$1.39K - $1.69K
|
876
$38.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
41New |
$1.39K - $1.69K
|
41
$1.79K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$1.36K - $1.65K
|
40
$1.75K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
40+ 2.47% |
$1.36K - $1.65K
|
1.66K
$72.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39New |
$1.32K - $1.61K
|
39
$1.71K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
36New |
$1.22K - $1.48K
|
36
$1.57K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.72% |
$1.19K - $1.44K
|
4.88K
$214K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.15K - $1.4K
|
34
$1.49K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
32New |
$1.09K - $1.32K
|
32
$1.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 0.28% |
$1.05K - $1.28K
|
11K
$480K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
31+ 8.24% |
$1.05K - $1.28K
|
407
$17.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
30+ 0.67% |
$1.02K - $1.24K
|
4.51K
$197K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$950 - $1.15K
|
28
$1.22K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
27+ 0.59% |
$916 - $1.11K
|
4.58K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
27New |
$916 - $1.11K
|
27
$1.18K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
26+ 0.08% |
$882 - $1.07K
|
34.1K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
25+ 0.01% |
$848 - $1.03K
|
372K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25New |
$848 - $1.03K
|
25
$1.09K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
23+ 0.51% |
$780 - $948
|
4.55K
$199K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
21New |
$713 - $865
|
21
$919
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21New |
$713 - $865
|
21
$919
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$679 - $824
|
20
$875
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20+ 0.01% |
$679 - $824
|
381K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 8.62% |
$679 - $824
|
252
$11K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
16+ 2.67% |
$543 - $659
|
616
$26.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 0.18% |
$509 - $618
|
8.55K
$374K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 11.2% |
$475 - $577
|
139
$6.08K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.24% |
$475 - $577
|
5.85K
$256K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 12.62% |
$441 - $536
|
116
$5.07K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$441 - $536
|
6.22K
$272K
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
13+ 0.02% |
$441 - $536
|
55.3K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12+ 0.15% |
$407 - $494
|
8.15K
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12+ 0.16% |
$407 - $494
|
7.44K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
10+ 0.22% |
$339 - $412
|
4.65K
$204K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 0.78% |
$305 - $371
|
1.16K
$50.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 5.33% |
$271 - $330
|
158
$6.91K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7+ 0.14% |
$238 - $288
|
5.18K
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.6% |
$204 - $247
|
998
$43.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.12% |
$170 - $206
|
4.07K
$178K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.21% |
$170 - $206
|
2.41K
$105K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$136 - $165
|
3.45K
$151K
|