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 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$136 - $165
|
3.45K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$102 - $124
|
8.03K
$332K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.63% |
$102 - $124
|
480
$19.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.56% |
$67.9 - $82.4
|
358
$14.8K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.03% |
$67.9 - $82.4
|
6.27K
$259K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.75% |
$67.9 - $82.4
|
267
$11K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.49% |
$67.9 - $82.4
|
411
$17K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.27% |
$67.9 - $82.4
|
750
$31K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.12% |
$33.9 - $41.2
|
856
$35.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.39% |
$33.9 - $41.2
|
259
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$33.9 - $41.2
|
77
$3.18K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$33.9 - $41.2
|
32.8K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
1+ 0.01% |
$33.9 - $41.2
|
6.97K
$288K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.11% |
$33.9 - $41.2
|
916
$37.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$33.9 - $41.2
|
5.51K
$228K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 0.48% |
$33.9 - $41.2
|
210
$8.68K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1Closed |
$33.9 - $41.2
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 0.68% |
$67.9 - $82.4
|
293
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 0.38% |
$67.9 - $82.4
|
518
$21.4K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.15% |
$67.9 - $82.4
|
1.33K
$55.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.62% |
$102 - $124
|
483
$20K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5- 0.03% |
$170 - $206
|
18.7K
$774K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.93% |
$170 - $206
|
534
$22.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8- 0.11% |
$271 - $330
|
7.15K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9- 0.12% |
$305 - $371
|
7.66K
$317K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-10- 0.08% |
$339 - $412
|
11.9K
$490K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-13- 0.2% |
$441 - $536
|
6.57K
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-16- 0.15% |
$543 - $659
|
10.6K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-17- 0.69% |
$577 - $700
|
2.45K
$101K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-22- 0.4% |
$746 - $906
|
5.46K
$226K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23- 0.48% |
$780 - $948
|
4.76K
$197K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-25- 0.26% |
$848 - $1.03K
|
9.67K
$399K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$1.09K - $1.32K
|
48.2K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33- 0.6% |
$1.12K - $1.36K
|
5.47K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 1.77% |
$1.19K - $1.44K
|
1.94K
$80.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-41- 0.6% |
$1.39K - $1.69K
|
6.84K
$282K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-46- 7.84% |
$1.56K - $1.9K
|
541
$22.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-50- 2.79% |
$1.7K - $2.06K
|
1.74K
$71.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-50- 0.76% |
$1.7K - $2.06K
|
6.52K
$269K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-54- 0.98% |
$1.83K - $2.22K
|
5.46K
$226K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-54- 1.18% |
$1.83K - $2.22K
|
4.51K
$186K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-59Closed |
$2K - $2.43K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-60- 1.32% |
$2.04K - $2.47K
|
4.49K
$186K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-65- 1.08% |
$2.21K - $2.68K
|
5.95K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-73Closed |
$2.48K - $3.01K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-82- 1.59% |
$2.78K - $3.38K
|
5.06K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-87- 0.41% |
$2.95K - $3.58K
|
20.9K
$863K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-89Closed |
$3.02K - $3.67K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-90- 1.08% |
$3.05K - $3.71K
|
8.21K
$339K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-94- 0.64% |
$3.19K - $3.87K
|
14.6K
$603K
|