Purchases and Sales Made in Q4 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2023. 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, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-210- 2.7% |
$7.23K - $8.61K
|
7.57K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-216- 2.25% |
$7.44K - $8.86K
|
9.41K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-220- 57.59% |
$7.58K - $9.02K
|
162
$6.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-235- 1.57% |
$8.1K - $9.64K
|
14.8K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-239- 18.95% |
$8.23K - $9.8K
|
1.02K
$40.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-239- 10.79% |
$8.23K - $9.8K
|
1.98K
$79K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-250- 55.56% |
$8.61K - $10.3K
|
200
$8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-251- 5.61% |
$8.65K - $10.3K
|
4.23K
$169K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-268- 0.7% |
$9.23K - $11K
|
38K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-271- 0.54% |
$9.34K - $11.1K
|
49.5K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-272- 3.52% |
$9.37K - $11.2K
|
7.46K
$299K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-286- 4.51% |
$9.85K - $11.7K
|
6.05K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-288- 41.14% |
$9.92K - $11.8K
|
412
$16.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 4.69% |
$10.3K - $12.3K
|
6.09K
$244K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.11% |
$10.3K - $12.3K
|
273K
$10.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-328- 56.36% |
$11.3K - $13.4K
|
254
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-341- 4.03% |
$11.7K - $14K
|
8.13K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-360- 2.59% |
$12.4K - $14.8K
|
13.6K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-370- 2.46% |
$12.7K - $15.2K
|
14.7K
$587K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-375- 12.14% |
$12.9K - $15.4K
|
2.71K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 2.96% |
$12.9K - $15.4K
|
12.3K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-379- 1.86% |
$13.1K - $15.5K
|
20K
$801K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-425- 1.34% |
$14.6K - $17.4K
|
31.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-444- 92.5% |
$15.3K - $18.2K
|
36
$1.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-446- 1.02% |
$15.4K - $18.3K
|
43.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-455- 5.18% |
$15.7K - $18.7K
|
8.33K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-459- 2.31% |
$15.8K - $18.8K
|
19.4K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-459- 7.12% |
$15.8K - $18.8K
|
5.99K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-468- 5.0% |
$16.1K - $19.2K
|
8.89K
$355K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-477- 57.82% |
$16.4K - $19.6K
|
348
$13.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-501- 4.82% |
$17.3K - $20.5K
|
9.88K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-513- 46.47% |
$17.7K - $21K
|
591
$23.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-516- 5.13% |
$17.8K - $21.2K
|
9.55K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-520- 7.32% |
$17.9K - $21.3K
|
6.58K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-522- 0.7% |
$18K - $21.4K
|
73.7K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-523- 54.82% |
$18K - $21.4K
|
431
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-525- 23.13% |
$18.1K - $21.5K
|
1.75K
$69.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-536- 4.84% |
$18.5K - $22K
|
10.5K
$421K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-542- 10.96% |
$18.7K - $22.2K
|
4.4K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-570- 32.76% |
$19.6K - $23.4K
|
1.17K
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-575- 6.81% |
$19.8K - $23.6K
|
7.87K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-635- 9.98% |
$21.9K - $26K
|
5.73K
$229K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-640- 22.01% |
$22K - $26.2K
|
2.27K
$90.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-641- 19.72% |
$22.1K - $26.3K
|
2.61K
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-642- 1.36% |
$22.1K - $26.3K
|
46.4K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-644- 6.63% |
$22.2K - $26.4K
|
9.08K
$363K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-646- 7.15% |
$22.3K - $26.5K
|
8.38K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-651- 7.53% |
$22.4K - $26.7K
|
8K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-658- 1.6% |
$22.7K - $27K
|
40.5K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-667- 8.44% |
$23K - $27.3K
|
7.24K
$289K
|