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 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-475Closed |
$16.1K - $19.6K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-498- 53.49% |
$16.9K - $20.5K
|
433
$17.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 6.93% |
$17K - $20.6K
|
6.72K
$269K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-500- 2.51% |
$17K - $20.6K
|
19.4K
$777K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500Closed |
$17K - $20.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-529- 2.54% |
$17.9K - $21.8K
|
20.3K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-530- 1.25% |
$18K - $21.8K
|
41.8K
$1.67M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-542- 9.86% |
$18.4K - $22.3K
|
4.95K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-622- 0.83% |
$21.1K - $25.6K
|
74.1K
$2.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-631- 1.86% |
$21.4K - $26K
|
33.3K
$1.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-716- 12.83% |
$24.3K - $29.5K
|
4.87K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-732- 4.96% |
$24.8K - $30.2K
|
14K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-748- 0.45% |
$25.4K - $30.8K
|
167K
$6.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-763- 3.36% |
$25.9K - $31.4K
|
22K
$879K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-767- 0.94% |
$26K - $31.6K
|
80.8K
$3.23M
|
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
SELL
|
- |
-804- 7.12% |
$27.3K - $33.1K
|
10.5K
$420K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-807- 7.12% |
$27.4K - $33.2K
|
10.5K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-807- 1.59% |
$27.4K - $33.2K
|
49.8K
$1.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-815- 4.73% |
$27.7K - $33.6K
|
16.4K
$657K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-820- 5.34% |
$27.8K - $33.8K
|
14.5K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-830- 0.24% |
$28.2K - $34.2K
|
342K
$13.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-852- 0.61% |
$28.9K - $35.1K
|
138K
$5.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-864- 2.31% |
$29.3K - $35.6K
|
36.5K
$1.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-883- 1.86% |
$30K - $36.4K
|
46.6K
$1.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-905- 10.27% |
$30.7K - $37.3K
|
7.91K
$316K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-936Closed |
$31.8K - $38.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-949- 0.73% |
$32.2K - $39.1K
|
128K
$5.13M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-966- 20.01% |
$32.8K - $39.8K
|
3.86K
$154K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.02K- 18.63% |
$34.6K - $42.1K
|
4.46K
$178K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.1KClosed |
$37.3K - $45.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.12KClosed |
$38.1K - $46.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 2.79% |
$38.3K - $46.5K
|
39.3K
$1.57M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.18K- 10.68% |
$40.2K - $48.8K
|
9.9K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.19KClosed |
$40.4K - $49K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.2KClosed |
$40.8K - $49.6K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.21K- 9.07% |
$40.9K - $49.6K
|
12.1K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.21K- 32.6% |
$41K - $49.8K
|
2.5K
$100K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.21K- 18.3% |
$41K - $49.8K
|
5.4K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 10.05% |
$43.3K - $52.6K
|
11.4K
$457K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.29K- 4.47% |
$43.8K - $53.1K
|
27.6K
$1.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.34K- 18.17% |
$45.3K - $55K
|
6.02K
$241K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.38K- 1.23% |
$46.8K - $56.9K
|
111K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.4K- 5.38% |
$47.6K - $57.8K
|
24.7K
$988K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.47K- 1.28% |
$49.8K - $60.5K
|
113K
$4.51M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.48K- 11.05% |
$50.3K - $61K
|
11.9K
$477K
|
|
|
Feb 08, 2022
Q4 2021
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-1.5K- 6.8% |
$50.9K - $61.8K
|
20.6K
$822K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-1.53K- 2.62% |
$51.7K - $62.8K
|
56.6K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 12.81% |
$53K - $64.4K
|
10.6K
$425K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 0.97% |
$54.3K - $65.9K
|
164K
$6.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.6KClosed |
$54.3K - $66K
|
0
$0
|