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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$142 - $173
|
4
$174
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$142 - $173
|
4
$174
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 21.05% |
$142 - $173
|
23
$999
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.81% |
$142 - $173
|
495
$21.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$142 - $173
|
9.05K
$393K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.12% |
$142 - $173
|
37
$1.61K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$107 - $130
|
7.85K
$341K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.03% |
$107 - $130
|
11.1K
$480K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.08% |
$71.1 - $86.5
|
2.51K
$109K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.77% |
$71.1 - $86.5
|
263
$11.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.03% |
$71.1 - $86.5
|
7.08K
$308K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.48% |
$71.1 - $86.5
|
416
$18.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.06% |
$71.1 - $86.5
|
3.48K
$151K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.06% |
$35.5 - $43.2
|
1.66K
$72.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$35.5 - $43.2
|
5.51K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$35.5 - $43.2
|
31.7K
$1.38M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$35.5 - $43.2
|
8.2K
$356K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$35.5 - $43.2
|
11.2K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.02% |
$71.1 - $86.5
|
9.4K
$408K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 4.08% |
$142 - $173
|
94
$4.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.37% |
$178 - $216
|
1.34K
$58.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-14- 0.2% |
$498 - $605
|
7.03K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-15- 1.46% |
$533 - $648
|
1.01K
$43.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.09% |
$533 - $648
|
16K
$694K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-16- 2.02% |
$569 - $692
|
776
$33.7K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 12.59% |
$604 - $735
|
118
$5.12K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$640 - $778
|
6.04K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.36% |
$711 - $865
|
5.54K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-25- 7.53% |
$889 - $1.08K
|
307
$13.3K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-26- 24.53% |
$924 - $1.12K
|
80
$3.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-27- 34.18% |
$960 - $1.17K
|
52
$2.26K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-29- 0.52% |
$1.03K - $1.25K
|
5.56K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-31- 0.28% |
$1.1K - $1.34K
|
11.1K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-35- 0.1% |
$1.24K - $1.51K
|
34.3K
$1.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-40- 0.08% |
$1.42K - $1.73K
|
47.2K
$2.05M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-40- 0.37% |
$1.42K - $1.73K
|
10.7K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-42- 0.96% |
$1.49K - $1.82K
|
4.35K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48- 0.56% |
$1.71K - $2.08K
|
8.56K
$372K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-50- 0.38% |
$1.78K - $2.16K
|
13.2K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-51- 0.32% |
$1.81K - $2.2K
|
15.7K
$684K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-55- 0.1% |
$1.95K - $2.38K
|
57.7K
$2.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-56- 0.41% |
$1.99K - $2.42K
|
13.7K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 14.65% |
$2.03K - $2.46K
|
332
$14.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-59- 0.42% |
$2.1K - $2.55K
|
13.9K
$604K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-60- 1.12% |
$2.13K - $2.59K
|
5.29K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-65- 0.93% |
$2.31K - $2.81K
|
6.92K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-65- 4.18% |
$2.31K - $2.81K
|
1.49K
$64.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-69- 8.31% |
$2.45K - $2.98K
|
761
$33.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72- 19.94% |
$2.56K - $3.11K
|
289
$12.6K
|