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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.9K- 39.37% |
$169K - $201K
|
7.55K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-4.95K- 6.52% |
$171K - $203K
|
71K
$3.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.97K- 9.39% |
$171K - $204K
|
48K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.99K- 14.36% |
$172K - $205K
|
29.8K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.02K- 5.03% |
$173K - $206K
|
94.8K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.13K- 5.04% |
$177K - $210K
|
96.7K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.15K- 40.45% |
$177K - $211K
|
7.58K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.31K- 79.38% |
$183K - $218K
|
1.38K
$61.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.32K- 24.92% |
$183K - $218K
|
16K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.4K- 5.06% |
$186K - $221K
|
101K
$4.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.5K- 16.3% |
$190K - $226K
|
28.2K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.6K- 22.6% |
$193K - $230K
|
19.2K
$856K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.64K- 0.53% |
$194K - $231K
|
1.06M
$47.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.65K- 47.34% |
$195K - $232K
|
6.28K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.72K- 0.52% |
$197K - $235K
|
1.09M
$48.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.77K- 41.45% |
$199K - $236K
|
8.15K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.94K- 4.47% |
$204K - $243K
|
127K
$5.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.06K- 4.35% |
$209K - $249K
|
133K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.26K- 49.48% |
$216K - $257K
|
6.39K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-6.29K- 13.74% |
$217K - $258K
|
39.5K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.3K- 3.65% |
$217K - $258K
|
166K
$7.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.38K- 43.54% |
$220K - $261K
|
8.27K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-6.39K- 2.1% |
$220K - $262K
|
298K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6.47K- 3.04% |
$223K - $265K
|
206K
$9.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.58K- 3.42% |
$227K - $270K
|
186K
$8.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 22.66% |
$228K - $272K
|
22.6K
$1.01M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.69K- 69.92% |
$231K - $274K
|
2.88K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.8K- 9.97% |
$234K - $279K
|
61.4K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 11.08% |
$235K - $280K
|
54.8K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-7.16K- 0.48% |
$247K - $293K
|
1.5M
$66.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-7.35K- 21.67% |
$253K - $301K
|
26.6K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.55K- 6.32% |
$260K - $310K
|
112K
$5M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-7.7K- 17.14% |
$265K - $316K
|
37.2K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.79K- 5.94% |
$268K - $319K
|
123K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-7.88K- 14.96% |
$272K - $323K
|
44.8K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.98K- 1.78% |
$275K - $327K
|
441K
$19.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-8.25K- 24.97% |
$284K - $338K
|
24.8K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-8.43K- 11.81% |
$290K - $346K
|
63K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.55K- 51.67% |
$294K - $350K
|
7.99K
$356K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.28K- 10.22% |
$320K - $380K
|
81.5K
$3.63M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.36K- 0.06% |
$322K - $384K
|
16M
$712M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-9.96K- 7.54% |
$343K - $409K
|
122K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-10K- 23.27% |
$345K - $410K
|
33K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 5.6% |
$346K - $412K
|
169K
$7.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.1K- 56.52% |
$347K - $413K
|
7.75K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-10.2K- 4.03% |
$352K - $419K
|
244K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.3K- 21.36% |
$354K - $421K
|
37.9K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-10.5K- 5.84% |
$362K - $431K
|
169K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.8K- 99.24% |
$372K - $442K
|
83
$3.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-11.5K- 23.81% |
$397K - $473K
|
36.9K
$1.65M
|