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 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.63KNew |
$236K - $287K
|
6.63K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
6.63KNew |
$236K - $287K
|
6.63K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
6.41K+ 2.37% |
$228K - $277K
|
277K
$11.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.32K+ 5.94% |
$224K - $273K
|
113K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.26KNew |
$223K - $271K
|
6.26K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 15.99% |
$221K - $269K
|
45.2K
$1.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.08KNew |
$216K - $263K
|
6.08K
$243K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.58K+ 7.87% |
$198K - $241K
|
76.5K
$3.06M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
5.58KNew |
$198K - $241K
|
5.58K
$223K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.57KNew |
$198K - $241K
|
5.57K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 36.86% |
$197K - $240K
|
20.6K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.51KNew |
$196K - $238K
|
5.51K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$196K - $238K
|
5.51K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.49KNew |
$195K - $237K
|
5.49K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.4KNew |
$192K - $233K
|
5.4K
$216K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36KNew |
$191K - $232K
|
5.36K
$214K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.36KNew |
$191K - $232K
|
5.36K
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.32K+ 0.93% |
$189K - $230K
|
578K
$23.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
5.29KNew |
$188K - $229K
|
5.29K
$211K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.27KNew |
$187K - $228K
|
5.27K
$211K
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$187K - $227K
|
5.25K
$210K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
5.24KNew |
$186K - $226K
|
5.24K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.23KNew |
$186K - $226K
|
5.23K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
5.21KNew |
$185K - $225K
|
5.21K
$208K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.18KNew |
$184K - $224K
|
5.18K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.11KNew |
$182K - $221K
|
5.11K
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.1KNew |
$181K - $220K
|
5.1K
$204K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.1KNew |
$181K - $220K
|
5.1K
$204K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.07KNew |
$180K - $219K
|
5.07K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.06KNew |
$180K - $219K
|
5.06K
$202K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
5.01KNew |
$178K - $216K
|
5.01K
$200K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$178K - $216K
|
5K
$200K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
5KNew |
$178K - $216K
|
5K
$200K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.98KNew |
$177K - $215K
|
4.98K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.97KNew |
$177K - $215K
|
4.97K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.95KNew |
$176K - $214K
|
4.95K
$198K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4.92KNew |
$175K - $213K
|
4.92K
$197K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.92KNew |
$175K - $213K
|
4.92K
$197K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.9KNew |
$174K - $212K
|
4.9K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.9KNew |
$174K - $212K
|
4.9K
$196K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.88KNew |
$174K - $211K
|
4.88K
$195K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
4.86KNew |
$173K - $210K
|
4.86K
$194K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.84KNew |
$172K - $209K
|
4.84K
$194K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.84KNew |
$172K - $209K
|
4.84K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.81KNew |
$171K - $208K
|
4.81K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.78KNew |
$170K - $206K
|
4.78K
$191K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4.72KNew |
$168K - $204K
|
4.72K
$189K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.71KNew |
$167K - $203K
|
4.71K
$188K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.69KNew |
$167K - $203K
|
4.69K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
4.67KNew |
$166K - $202K
|
4.67K
$187K
|