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 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
452+ 6.7% |
$15.3K - $18.6K
|
7.2K
$321K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
450+ 0.81% |
$15.3K - $18.5K
|
56.1K
$2.5M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
450+ 12.46% |
$15.3K - $18.5K
|
4.06K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
440New |
$14.9K - $18.1K
|
440
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
428+ 27.94% |
$14.5K - $17.6K
|
1.96K
$87.4K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
424New |
$14.4K - $17.5K
|
424
$18.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
417+ 0.49% |
$14.1K - $17.2K
|
86.3K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.23% |
$13.6K - $16.5K
|
177K
$7.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
399+ 5.21% |
$13.5K - $16.4K
|
8.06K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
397+ 4.5% |
$13.5K - $16.4K
|
9.23K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
396+ 5.96% |
$13.4K - $16.3K
|
7.04K
$314K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
389New |
$13.2K - $16K
|
389
$17.4K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
387+ 1.48% |
$13.1K - $15.9K
|
26.5K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
375+ 5.43% |
$12.7K - $15.5K
|
7.28K
$325K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
353+ 2.93% |
$12K - $14.5K
|
12.4K
$554K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
333+ 7.08% |
$11.3K - $13.7K
|
5.04K
$225K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
309+ 33.92% |
$10.5K - $12.7K
|
1.22K
$54.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
307New |
$10.4K - $12.6K
|
307
$13.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
302+ 2.26% |
$10.2K - $12.4K
|
13.7K
$610K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
301+ 4.6% |
$10.2K - $12.4K
|
6.84K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
300+ 3.34% |
$10.2K - $12.4K
|
9.28K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
272+ 1.8% |
$9.23K - $11.2K
|
15.4K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
271+ 0.53% |
$9.2K - $11.2K
|
51.3K
$2.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
268+ 5.68% |
$9.09K - $11K
|
4.99K
$223K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
267+ 1.67% |
$9.06K - $11K
|
16.3K
$727K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
256+ 1.53% |
$8.69K - $10.5K
|
17K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
255+ 0.87% |
$8.65K - $10.5K
|
29.6K
$1.32M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
254+ 2.31% |
$8.62K - $10.5K
|
11.2K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
254New |
$8.62K - $10.5K
|
254
$11.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
254+ 10.85% |
$8.62K - $10.5K
|
2.6K
$116K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
248+ 0.78% |
$8.41K - $10.2K
|
32.1K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 1.96% |
$8.18K - $9.93K
|
12.5K
$559K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 3.62% |
$7.8K - $9.48K
|
6.59K
$294K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
225+ 0.85% |
$7.63K - $9.27K
|
26.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
225New |
$7.63K - $9.27K
|
225
$10K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
220New |
$7.46K - $9.06K
|
220
$9.81K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
215+ 4.1% |
$7.29K - $8.86K
|
5.46K
$243K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
214+ 153.96% |
$7.26K - $8.82K
|
353
$15.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
211+ 4.57% |
$7.16K - $8.69K
|
4.83K
$215K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
206+ 2.82% |
$6.99K - $8.49K
|
7.52K
$335K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
205+ 2.47% |
$6.96K - $8.45K
|
8.52K
$380K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200New |
$6.79K - $8.24K
|
200
$8.92K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
198+ 1.52% |
$6.72K - $8.16K
|
13.3K
$591K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
193+ 0.63% |
$6.55K - $7.95K
|
31K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
193+ 3.67% |
$6.55K - $7.95K
|
5.45K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
189+ 9.33% |
$6.41K - $7.79K
|
2.21K
$98.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
188+ 0.39% |
$6.38K - $7.75K
|
48.7K
$2.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
187+ 0.55% |
$6.34K - $7.7K
|
34.2K
$1.53M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
179New |
$6.07K - $7.37K
|
179
$7.99K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
176+ 1.04% |
$5.97K - $7.25K
|
17.1K
$763K
|