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 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.68K+ 8.29% |
$193K - $234K
|
74.2K
$2.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.67KNew |
$192K - $233K
|
5.67K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.64KNew |
$191K - $232K
|
5.64K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.61K+ 113.99% |
$190K - $231K
|
10.5K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
5.5KNew |
$187K - $226K
|
5.5K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.4KNew |
$183K - $223K
|
5.4K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.25K+ 588.12% |
$178K - $216K
|
6.14K
$246K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.03KNew |
$171K - $207K
|
5.03K
$201K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.99KNew |
$169K - $205K
|
4.99K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.94KNew |
$167K - $203K
|
4.94K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
4.93K+ 0.69% |
$167K - $203K
|
718K
$28.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.92KNew |
$167K - $202K
|
4.92K
$197K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.91KNew |
$167K - $202K
|
4.91K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.89KNew |
$166K - $202K
|
4.89K
$196K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.89KNew |
$166K - $201K
|
4.89K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.71KNew |
$160K - $194K
|
4.71K
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.7KNew |
$160K - $194K
|
4.7K
$188K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
4.68KNew |
$159K - $193K
|
4.68K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$157K - $191K
|
4.63K
$185K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$154K - $188K
|
4.55K
$182K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.52K+ 56.98% |
$153K - $186K
|
12.5K
$498K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$153K - $185K
|
4.5K
$180K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
4.49K+ 36.82% |
$152K - $185K
|
16.7K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.47K+ 37.28% |
$152K - $184K
|
16.5K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.46K+ 41.68% |
$151K - $184K
|
15.2K
$606K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
4.46KNew |
$151K - $184K
|
4.46K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42KNew |
$150K - $182K
|
4.42K
$177K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.4K+ 0.78% |
$149K - $181K
|
567K
$22.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.37K+ 7.22% |
$148K - $180K
|
64.9K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
4.28KNew |
$145K - $176K
|
4.28K
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.28KNew |
$145K - $176K
|
4.28K
$171K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.18KNew |
$142K - $172K
|
4.18K
$167K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.16KNew |
$141K - $171K
|
4.16K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.14KNew |
$140K - $171K
|
4.14K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.14K+ 2.38% |
$140K - $171K
|
178K
$7.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
4.11KNew |
$140K - $169K
|
4.11K
$165K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.06KNew |
$138K - $167K
|
4.06K
$163K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.06KNew |
$138K - $167K
|
4.06K
$162K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.06KNew |
$138K - $167K
|
4.06K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.04KNew |
$137K - $166K
|
4.04K
$161K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$137K - $166K
|
4.03K
$161K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4.03KNew |
$137K - $166K
|
4.03K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
BUY
|
- |
4.03K+ 18.08% |
$137K - $166K
|
26.3K
$1.05M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.99K+ 12.91% |
$135K - $164K
|
34.8K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.96KNew |
$134K - $163K
|
3.96K
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.93K+ 64.07% |
$133K - $162K
|
10.1K
$403K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.93K+ 70.1% |
$133K - $162K
|
9.54K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.93KNew |
$133K - $162K
|
3.93K
$157K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.92KNew |
$133K - $162K
|
3.92K
$157K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.92KNew |
$133K - $161K
|
3.92K
$157K
|