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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.12KNew |
$38.1K - $46.3K
|
1.12K
$45K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.06K+ 14.61% |
$36K - $43.8K
|
8.33K
$333K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$35.6K - $43.3K
|
1.05K
$42K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.03K+ 2.75% |
$34.9K - $42.4K
|
38.4K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.02KNew |
$34.6K - $42K
|
1.02K
$40.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.01K+ 3.53% |
$34.3K - $41.7K
|
29.6K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
974+ 14.99% |
$33K - $40.1K
|
7.47K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
959+ 38.06% |
$32.5K - $39.5K
|
3.48K
$139K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
940+ 3.13% |
$31.9K - $38.7K
|
31K
$1.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
932+ 11.35% |
$31.6K - $38.4K
|
9.14K
$366K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
908+ 23.36% |
$30.8K - $37.4K
|
4.8K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
881+ 0.26% |
$29.9K - $36.3K
|
346K
$13.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
880+ 0.69% |
$29.9K - $36.3K
|
129K
$5.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
875+ 8.97% |
$29.7K - $36.1K
|
10.6K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
849+ 10.25% |
$28.8K - $35K
|
9.13K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
795+ 11.86% |
$27K - $32.8K
|
7.5K
$300K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
795+ 11.86% |
$27K - $32.8K
|
7.5K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
794+ 12.89% |
$26.9K - $32.7K
|
6.96K
$278K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
780+ 12.58% |
$26.5K - $32.1K
|
6.98K
$279K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
765+ 7.09% |
$26K - $31.5K
|
11.6K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
742+ 4.42% |
$25.2K - $30.6K
|
17.5K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
709+ 0.47% |
$24.1K - $29.2K
|
150K
$6.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
705+ 5.77% |
$23.9K - $29K
|
12.9K
$517K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
698+ 2.75% |
$23.7K - $28.8K
|
26.1K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
695+ 273.62% |
$23.6K - $28.6K
|
949
$38K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
692+ 7.11% |
$23.5K - $28.5K
|
10.4K
$417K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
684+ 1.03% |
$23.2K - $28.2K
|
67.2K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
683New |
$23.2K - $28.1K
|
683
$27.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
668New |
$22.7K - $27.5K
|
668
$26.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
668+ 12.6% |
$22.7K - $27.5K
|
5.97K
$239K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
667+ 5.51% |
$22.6K - $27.5K
|
12.8K
$511K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
666+ 14.68% |
$22.6K - $27.4K
|
5.2K
$208K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
664New |
$22.5K - $27.4K
|
664
$26.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
655+ 9.75% |
$22.2K - $27K
|
7.38K
$295K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
651+ 10.28% |
$22.1K - $26.8K
|
6.98K
$279K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
650New |
$22.1K - $26.8K
|
650
$26K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
644+ 3.53% |
$21.9K - $26.5K
|
18.9K
$755K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
635+ 5.19% |
$21.5K - $26.2K
|
12.9K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
630New |
$21.4K - $26K
|
630
$25.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
586New |
$19.9K - $24.1K
|
586
$23.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
570+ 4.26% |
$19.3K - $23.5K
|
14K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
567+ 7.3% |
$19.2K - $23.4K
|
8.34K
$333K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
565+ 11.45% |
$19.2K - $23.3K
|
5.5K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
542+ 10.07% |
$18.4K - $22.3K
|
5.93K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
525+ 2.02% |
$17.8K - $21.6K
|
26.5K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
519New |
$17.6K - $21.4K
|
519
$20.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
500+ 7.62% |
$17K - $20.6K
|
7.06K
$282K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
485New |
$16.5K - $20K
|
485
$19.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
464+ 2.58% |
$15.7K - $19.1K
|
18.4K
$737K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
461+ 10.36% |
$15.6K - $19K
|
4.91K
$196K
|