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 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
3.92KNew |
$133K - $161K
|
3.92K
$157K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.89KNew |
$132K - $160K
|
3.89K
$156K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.88K+ 15.28% |
$132K - $160K
|
29.3K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
3.86KNew |
$131K - $159K
|
3.86K
$155K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.86KNew |
$131K - $159K
|
3.86K
$155K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
3.86KNew |
$131K - $159K
|
3.86K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.84KNew |
$130K - $158K
|
3.84K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$130K - $158K
|
3.84K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.84KNew |
$130K - $158K
|
3.84K
$154K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$130K - $158K
|
3.84K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
3.83KNew |
$130K - $158K
|
3.83K
$153K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.82KNew |
$130K - $158K
|
3.82K
$153K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.81KNew |
$129K - $157K
|
3.81K
$153K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.8KNew |
$129K - $157K
|
3.8K
$152K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$129K - $157K
|
3.8K
$152K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.78KNew |
$128K - $156K
|
3.78K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.76KNew |
$128K - $155K
|
3.76K
$150K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$127K - $154K
|
3.74K
$149K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
3.73KNew |
$126K - $154K
|
3.73K
$149K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.72KNew |
$126K - $153K
|
3.72K
$149K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
3.71KNew |
$126K - $153K
|
3.71K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.67KNew |
$124K - $151K
|
3.67K
$147K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.67KNew |
$124K - $151K
|
3.67K
$147K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.65KNew |
$124K - $150K
|
3.65K
$146K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.61KNew |
$122K - $149K
|
3.61K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 7.1% |
$122K - $148K
|
54.3K
$2.17M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.6KNew |
$122K - $148K
|
3.6K
$144K
|
|
|
Jan 25, 2022
Q4 2021
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.6KNew |
$122K - $148K
|
3.6K
$144K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.6KNew |
$122K - $148K
|
3.6K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.58KNew |
$121K - $147K
|
3.58K
$143K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.58K+ 27.62% |
$121K - $147K
|
16.5K
$661K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.57KNew |
$121K - $147K
|
3.57K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.56KNew |
$121K - $147K
|
3.56K
$142K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$120K - $146K
|
3.55K
$142K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.53KNew |
$120K - $146K
|
3.53K
$141K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.52KNew |
$119K - $145K
|
3.52K
$141K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.5KNew |
$119K - $144K
|
3.5K
$140K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.49K+ 107.26% |
$118K - $144K
|
6.74K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$118K - $143K
|
3.48K
$139K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.47KNew |
$118K - $143K
|
3.47K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.47KNew |
$118K - $143K
|
3.47K
$139K
|
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
BUY
|
- |
3.47KNew |
$118K - $143K
|
3.47K
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.37KNew |
$114K - $139K
|
3.37K
$135K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.3K+ 7.45% |
$112K - $136K
|
47.6K
$1.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.29K+ 78.28% |
$112K - $136K
|
7.5K
$300K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.04K+ 17.39% |
$103K - $125K
|
20.5K
$821K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.01K+ 3.07% |
$102K - $124K
|
101K
$4.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3K+ 25.99% |
$102K - $124K
|
14.5K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
2.99K+ 11.07% |
$102K - $123K
|
30K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 32.85% |
$99.7K - $121K
|
11.9K
$475K
|