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 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-75- 1.04% |
$2.67K - $3.24K
|
7.1K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-84- 1.41% |
$2.99K - $3.63K
|
5.86K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-86- 10.84% |
$3.06K - $3.72K
|
707
$29.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-92- 1.3% |
$3.27K - $3.98K
|
6.96K
$288K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-92- 1.11% |
$3.27K - $3.98K
|
8.18K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 1.94% |
$3.41K - $4.15K
|
4.85K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 5.56% |
$3.55K - $4.32K
|
1.7K
$70.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-100- 0.41% |
$3.55K - $4.32K
|
24.5K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-103- 1.34% |
$3.66K - $4.45K
|
7.59K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 9.28% |
$3.73K - $4.54K
|
1.03K
$42.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-118- 1.19% |
$4.19K - $5.1K
|
9.83K
$406K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-140- 8.38% |
$4.98K - $6.05K
|
1.53K
$63.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-153- 2.12% |
$5.44K - $6.61K
|
7.08K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-155- 24.72% |
$5.51K - $6.7K
|
472
$19.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-163- 0.83% |
$5.79K - $7.05K
|
19.5K
$807K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-164- 8.22% |
$5.83K - $7.09K
|
1.83K
$75.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-165- 2.64% |
$5.86K - $7.13K
|
6.09K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-191- 0.6% |
$6.79K - $8.26K
|
31.4K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-198- 2.38% |
$7.04K - $8.56K
|
8.14K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-198- 24.91% |
$7.04K - $8.56K
|
597
$24.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-206- 1.58% |
$7.32K - $8.91K
|
12.9K
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-232- 6.95% |
$8.25K - $10K
|
3.11K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-237- 3.21% |
$8.42K - $10.2K
|
7.14K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-241- 1.51% |
$8.57K - $10.4K
|
15.7K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-242- 0.2% |
$8.6K - $10.5K
|
122K
$5.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-250- 12.2% |
$8.89K - $10.8K
|
1.8K
$74.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-250- 31.25% |
$8.89K - $10.8K
|
550
$22.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-250- 0.74% |
$8.89K - $10.8K
|
33.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-258- 85.43% |
$9.17K - $11.2K
|
44
$1.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-266- 4.92% |
$9.45K - $11.5K
|
5.14K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-272- 0.16% |
$9.67K - $11.8K
|
165K
$6.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-278- 4.48% |
$9.88K - $12K
|
5.92K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-279- 1.72% |
$9.92K - $12.1K
|
15.9K
$658K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-284- 0.71% |
$10.1K - $12.3K
|
39.9K
$1.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-285- 54.6% |
$10.1K - $12.3K
|
237
$9.79K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-307- 0.44% |
$10.9K - $13.3K
|
68.9K
$2.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-325- 20.5% |
$11.6K - $14K
|
1.26K
$52.1K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-326- 19.19% |
$11.6K - $14.1K
|
1.37K
$56.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-332- 4.32% |
$11.8K - $14.4K
|
7.36K
$304K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-334- 49.55% |
$11.9K - $14.4K
|
340
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-334- 6.22% |
$11.9K - $14.4K
|
5.04K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-335- 3.17% |
$11.9K - $14.5K
|
10.2K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-349- 19.57% |
$12.4K - $15.1K
|
1.43K
$59.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-350- 0.32% |
$12.4K - $15.1K
|
110K
$4.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-350- 4.65% |
$12.4K - $15.1K
|
7.18K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-374- 6.72% |
$13.3K - $16.2K
|
5.19K
$214K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-377- 0.89% |
$13.4K - $16.3K
|
42.1K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-379- 90.67% |
$13.5K - $16.4K
|
39
$1.61K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-385- 3.27% |
$13.7K - $16.6K
|
11.4K
$470K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-390- 8.8% |
$13.9K - $16.9K
|
4.04K
$167K
|