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
|
Lincoln National Corp
|
BUY
|
- |
1.63K+ 5.08% |
$57.8K - $70.3K
|
33.6K
$1.46M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 23.19% |
$56.9K - $69.3K
|
8.51K
$370K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.57K+ 209.32% |
$55.9K - $68K
|
2.32K
$101K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.57K+ 7.96% |
$55.7K - $67.7K
|
21.3K
$923K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.56K+ 166.38% |
$55.6K - $67.6K
|
2.5K
$109K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.56K+ 1.07% |
$55.4K - $67.4K
|
147K
$6.39M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.55K+ 18.56% |
$55.2K - $67.2K
|
9.93K
$431K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.47K+ 7.85% |
$52.3K - $63.6K
|
20.2K
$878K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 13.12% |
$51.6K - $62.7K
|
12.5K
$543K
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 14.69% |
$49.8K - $60.6K
|
10.9K
$475K
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.4K+ 0.18% |
$49.8K - $60.5K
|
787K
$34.2M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 8.81% |
$49.4K - $60.1K
|
17.2K
$746K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39KNew |
$49.4K - $60K
|
1.39K
$60.3K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.39K+ 8.16% |
$49.3K - $59.9K
|
18.4K
$798K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.2K - $58.7K
|
1.36K
$58.9K
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.34K+ 36.81% |
$47.7K - $58.1K
|
4.99K
$217K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.33K+ 6.21% |
$47.4K - $57.7K
|
22.8K
$990K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 7.15% |
$47.3K - $57.5K
|
19.9K
$866K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.3K+ 3.76% |
$46.2K - $56.2K
|
35.9K
$1.56M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.25KNew |
$44.3K - $53.9K
|
1.25K
$54.1K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.22K+ 13.75% |
$43.5K - $52.9K
|
10.1K
$439K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.2K+ 25.76% |
$42.6K - $51.9K
|
5.86K
$254K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.2K+ 16.69% |
$42.5K - $51.7K
|
8.36K
$363K
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.2K+ 3.03% |
$42.5K - $51.7K
|
40.7K
$1.77M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.19K+ 6.14% |
$42.2K - $51.3K
|
20.5K
$891K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.19K+ 16.51% |
$42.1K - $51.2K
|
8.36K
$363K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 16.36% |
$41.9K - $51K
|
8.39K
$365K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.16K+ 1.01% |
$41.2K - $50.1K
|
116K
$5.05M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.16K+ 3.95% |
$41.1K - $50K
|
30.4K
$1.32M
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.14K+ 228.26% |
$40.5K - $49.2K
|
1.64K
$71.1K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.12K+ 15.71% |
$39.9K - $48.5K
|
8.27K
$359K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 1.38% |
$39.1K - $47.5K
|
80.5K
$3.5M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.1K+ 7.45% |
$39K - $47.4K
|
15.8K
$687K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02K+ 12.66% |
$36.3K - $44.1K
|
9.08K
$394K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
977+ 33.12% |
$34.7K - $42.2K
|
3.93K
$171K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
951+ 10.58% |
$33.8K - $41.1K
|
9.94K
$432K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
950+ 17.04% |
$33.8K - $41.1K
|
6.53K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
950+ 9.59% |
$33.8K - $41.1K
|
10.9K
$471K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
939+ 44.86% |
$33.4K - $40.6K
|
3.03K
$132K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
921+ 10.59% |
$32.7K - $39.8K
|
9.62K
$418K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
900New |
$32K - $38.9K
|
900
$39.1K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
875New |
$31.1K - $37.8K
|
875
$38K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
874+ 13.07% |
$31.1K - $37.8K
|
7.56K
$328K
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
864+ 0.62% |
$30.7K - $37.4K
|
141K
$6.13M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
852+ 1.05% |
$30.3K - $36.8K
|
81.7K
$3.55M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
826+ 3.93% |
$29.4K - $35.7K
|
21.8K
$948K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
788+ 10.46% |
$28K - $34.1K
|
8.32K
$361K
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
772+ 0.08% |
$27.4K - $33.4K
|
920K
$40M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
764+ 13.1% |
$27.2K - $33K
|
6.6K
$286K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
760+ 13.09% |
$27K - $32.9K
|
6.57K
$285K
|