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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-393- 1.25% |
$14K - $17K
|
31.2K
$1.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-396- 2.27% |
$14.1K - $17.1K
|
17K
$703K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-425- 8.46% |
$15.1K - $18.4K
|
4.6K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-437- 23.09% |
$15.5K - $18.9K
|
1.46K
$60.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-439- 1.55% |
$15.6K - $19K
|
27.9K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-441- 89.63% |
$15.7K - $19.1K
|
51
$2.11K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-465- 97.08% |
$16.5K - $20.1K
|
14
$578
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-490- 1.49% |
$17.4K - $21.2K
|
32.3K
$1.33M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 1.2% |
$17.8K - $21.6K
|
41.2K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-501- 2.71% |
$17.8K - $21.7K
|
18K
$743K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-504- 49.7% |
$17.9K - $21.8K
|
510
$21.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-519- 15.05% |
$18.4K - $22.4K
|
2.93K
$121K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-530- 7.4% |
$18.8K - $22.9K
|
6.63K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-536- 4.86% |
$19K - $23.2K
|
10.5K
$434K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-538- 8.77% |
$19.1K - $23.3K
|
5.6K
$231K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-547- 1.45% |
$19.4K - $23.6K
|
37.2K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-551- 39.78% |
$19.6K - $23.8K
|
834
$34.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-557- 8.05% |
$19.8K - $24.1K
|
6.36K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-560- 15.42% |
$19.9K - $24.2K
|
3.07K
$127K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-575- 5.27% |
$20.4K - $24.9K
|
10.3K
$427K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-576- 11.67% |
$20.5K - $24.9K
|
4.36K
$180K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-600- 3.81% |
$21.3K - $25.9K
|
15.1K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-605- 5.36% |
$21.5K - $26.2K
|
10.7K
$441K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-617- 4.58% |
$21.9K - $26.7K
|
12.9K
$531K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-623- 6.11% |
$22.1K - $26.9K
|
9.57K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-638- 4.8% |
$22.7K - $27.6K
|
12.6K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-662- 5.5% |
$23.5K - $28.6K
|
11.4K
$470K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-734- 6.37% |
$26.1K - $31.7K
|
10.8K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-754- 2.3% |
$26.8K - $32.6K
|
32K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-760- 30.4% |
$27K - $32.9K
|
1.74K
$71.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-790- 4.28% |
$28.1K - $34.2K
|
17.7K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-793- 0.98% |
$28.2K - $34.3K
|
79.9K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-817- 3.6% |
$29K - $35.3K
|
21.9K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-842- 8.74% |
$29.9K - $36.4K
|
8.79K
$363K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-847- 13.16% |
$30.1K - $36.6K
|
5.59K
$231K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-868- 4.82% |
$30.8K - $37.5K
|
17.1K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-874- 14.62% |
$31.1K - $37.8K
|
5.11K
$211K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-889- 27.85% |
$31.6K - $38.4K
|
2.3K
$95.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-900- 77.65% |
$32K - $38.9K
|
259
$10.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-905- 11.51% |
$32.2K - $39.1K
|
6.96K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-906- 2.64% |
$32.2K - $39.2K
|
33.4K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-929- 8.97% |
$33K - $40.2K
|
9.43K
$390K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-932- 25.18% |
$33.1K - $40.3K
|
2.77K
$114K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-935- 5.99% |
$33.2K - $40.4K
|
14.7K
$607K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-944- 4.45% |
$33.5K - $40.8K
|
20.3K
$837K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-968- 0.43% |
$34.4K - $41.8K
|
223K
$9.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-998- 2.63% |
$35.5K - $43.1K
|
37K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1K- 15.04% |
$35.5K - $43.2K
|
5.65K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 10.76% |
$36.5K - $44.4K
|
8.51K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.05K- 70.87% |
$37.2K - $45.2K
|
430
$17.8K
|