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 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-680- 14.74% |
$23.4K - $27.9K
|
3.93K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-701- 5.79% |
$24.1K - $28.7K
|
11.4K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-703- 10.85% |
$24.2K - $28.8K
|
5.78K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-735- 0.19% |
$25.3K - $30.1K
|
386K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-740- 1.09% |
$25.5K - $30.3K
|
67.1K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-769- 4.34% |
$26.5K - $31.5K
|
16.9K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-775- 0.15% |
$26.7K - $31.8K
|
532K
$21.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-784- 12.32% |
$27K - $32.1K
|
5.58K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-810- 10.72% |
$27.9K - $33.2K
|
6.75K
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-822- 10.31% |
$28.3K - $33.7K
|
7.15K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-846- 1.77% |
$29.1K - $34.7K
|
47K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-881- 8.7% |
$30.4K - $36.1K
|
9.24K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-901- 1.44% |
$31K - $36.9K
|
61.5K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-915- 15.86% |
$31.5K - $37.5K
|
4.86K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-942- 13.25% |
$32.5K - $38.6K
|
6.17K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-966- 17.33% |
$33.3K - $39.6K
|
4.61K
$184K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-974- 14.81% |
$33.6K - $39.9K
|
5.6K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 1.17% |
$34.7K - $41.2K
|
85K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01K- 5.89% |
$34.9K - $41.5K
|
16.2K
$648K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.03K- 0.17% |
$35.4K - $42.1K
|
615K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.03K- 9.42% |
$35.5K - $42.3K
|
9.91K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 5.35% |
$36K - $42.8K
|
18.5K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 82.9% |
$36.4K - $43.3K
|
218
$8.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.08K- 5.47% |
$37K - $44.1K
|
18.6K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.08K- 19.31% |
$37.1K - $44.2K
|
4.51K
$180K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.09K- 2.69% |
$37.6K - $44.8K
|
39.5K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.09K- 2.69% |
$37.6K - $44.8K
|
39.5K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 0.78% |
$37.9K - $45.1K
|
139K
$5.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.19K- 4.63% |
$40.8K - $48.6K
|
24.4K
$976K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.22K- 9.42% |
$41.9K - $49.8K
|
11.7K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.23K- 17.06% |
$42.2K - $50.3K
|
5.96K
$238K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 20.16% |
$42.3K - $50.3K
|
4.86K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.25K- 6.59% |
$42.9K - $51K
|
17.6K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.25K- 2.36% |
$43.2K - $51.4K
|
51.9K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 8.74% |
$45.3K - $53.9K
|
13.7K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.33K- 7.78% |
$45.7K - $54.4K
|
15.7K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.34K- 11.33% |
$46.2K - $54.9K
|
10.5K
$419K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.34K- 11.33% |
$46.2K - $54.9K
|
10.5K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 1.63% |
$47.3K - $56.3K
|
82.8K
$3.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 8.46% |
$48.1K - $57.3K
|
15.1K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.42K- 60.36% |
$48.8K - $58.1K
|
930
$37.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.43K- 36.5% |
$49.1K - $58.4K
|
2.48K
$99.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 22.9% |
$50.4K - $59.9K
|
4.92K
$197K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.52K- 0.54% |
$52.2K - $62.2K
|
280K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.53K- 4.8% |
$52.7K - $62.7K
|
30.3K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.6K- 1.91% |
$55K - $65.4K
|
81.9K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.62K- 8.97% |
$55.9K - $66.5K
|
16.5K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.66K- 7.82% |
$57.2K - $68.1K
|
19.6K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 7.93% |
$57.5K - $68.5K
|
19.4K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.67K- 19.31% |
$57.7K - $68.6K
|
7K
$280K
|