Purchases and Sales Made in Q4 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2022. 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 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
79+ 1.23% |
$2.81K - $3.42K
|
6.5K
$290K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
75+ 2.99% |
$2.67K - $3.24K
|
2.58K
$115K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
69New |
$2.45K - $2.98K
|
69
$3.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
68+ 0.71% |
$2.42K - $2.94K
|
9.64K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
65+ 0.96% |
$2.31K - $2.81K
|
6.86K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63+ 0.92% |
$2.24K - $2.72K
|
6.94K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
62+ 10.3% |
$2.2K - $2.68K
|
664
$29.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
61+ 1.05% |
$2.17K - $2.64K
|
5.87K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
59+ 0.99% |
$2.1K - $2.55K
|
6K
$267K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
58New |
$2.06K - $2.51K
|
58
$2.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
56+ 3.75% |
$1.99K - $2.42K
|
1.55K
$69.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
54+ 1.07% |
$1.92K - $2.33K
|
5.09K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
51+ 0.74% |
$1.81K - $2.2K
|
6.9K
$308K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
51+ 0.71% |
$1.81K - $2.2K
|
7.19K
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
44+ 0.8% |
$1.56K - $1.9K
|
5.52K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$1.53K - $1.86K
|
43
$1.92K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
40+ 9.59% |
$1.42K - $1.73K
|
457
$20.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
38+ 0.37% |
$1.35K - $1.64K
|
10.4K
$465K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
38+ 0.67% |
$1.35K - $1.64K
|
5.74K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
28+ 62.22% |
$995 - $1.21K
|
73
$3.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.49% |
$924 - $1.12K
|
5.39K
$240K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 10.28% |
$924 - $1.12K
|
279
$12.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 35.38% |
$817 - $994
|
88
$3.92K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$817 - $994
|
23
$1.03K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$746 - $908
|
21
$936
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.31% |
$746 - $908
|
6.86K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18+ 0.13% |
$640 - $778
|
13.8K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 8.41% |
$640 - $778
|
232
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 4.1% |
$604 - $735
|
432
$19.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17+ 0.12% |
$604 - $735
|
14.2K
$631K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.79% |
$569 - $692
|
2.05K
$91.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.49% |
$498 - $605
|
2.86K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
13+ 0.04% |
$462 - $562
|
31.3K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
12+ 0.02% |
$426 - $519
|
50.9K
$2.27M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$391 - $476
|
11
$490
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11+ 0.11% |
$391 - $476
|
10.4K
$462K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.09% |
$355 - $432
|
11.2K
$500K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.11% |
$355 - $432
|
9.04K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
9+ 0.07% |
$320 - $389
|
12.3K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.1% |
$284 - $346
|
8.38K
$374K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 1.06% |
$284 - $346
|
766
$34.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.06% |
$284 - $346
|
766
$34.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.65% |
$284 - $346
|
1.23K
$55K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.11% |
$284 - $346
|
7.63K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
7+ 0.1% |
$249 - $303
|
7.22K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.86% |
$213 - $259
|
704
$31.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.21% |
$178 - $216
|
2.43K
$108K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
5+ 31.25% |
$178 - $216
|
21
$936
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.14% |
$178 - $216
|
3.46K
$154K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 12.5% |
$178 - $216
|
45
$2.01K
|