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 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.74K+ 34.12% |
$94.4K - $112K
|
10.8K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.66KNew |
$91.5K - $109K
|
2.66K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.62K+ 9.86% |
$90.2K - $107K
|
29.2K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.5KNew |
$86.2K - $103K
|
2.5K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.47K+ 22.23% |
$84.9K - $101K
|
13.6K
$560K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.43K+ 40.88% |
$83.6K - $99.5K
|
8.36K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.4K+ 6.87% |
$82.6K - $98.4K
|
37.3K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.38K+ 25.35% |
$82K - $97.6K
|
11.8K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.31KNew |
$79.6K - $94.7K
|
2.31K
$95.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.28K+ 18.95% |
$78.7K - $93.6K
|
14.3K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.2K+ 18.33% |
$75.9K - $90.3K
|
14.2K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.2K+ 262.84% |
$75.8K - $90.2K
|
3.04K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.2K+ 10.84% |
$75.8K - $90.2K
|
22.5K
$930K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 47.9% |
$75.4K - $89.7K
|
6.76K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.16K+ 3.08% |
$74.5K - $88.6K
|
72.4K
$2.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.14K+ 10.28% |
$73.8K - $87.8K
|
23K
$950K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.05K+ 1.06% |
$70.7K - $84.2K
|
196K
$8.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.04K+ 17.9% |
$70.3K - $83.7K
|
13.4K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.04K+ 28.18% |
$70.1K - $83.5K
|
9.26K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.96K+ 5.29% |
$67.6K - $80.4K
|
39.1K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.9K+ 10.92% |
$65.5K - $77.9K
|
19.3K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 4.33% |
$64K - $76.1K
|
44.8K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.73KNew |
$59.5K - $70.8K
|
1.73K
$71.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.7K+ 1242.34% |
$58.6K - $69.8K
|
1.84K
$76K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.7KNew |
$58.5K - $69.7K
|
1.7K
$70.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.69K+ 22.89% |
$58.4K - $69.5K
|
9.09K
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.67K+ 24.39% |
$57.7K - $68.6K
|
8.54K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.63K+ 4.61% |
$56K - $66.6K
|
36.9K
$1.52M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.54KNew |
$52.9K - $63K
|
1.54K
$63.5K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.52KNew |
$52.2K - $62.2K
|
1.52K
$62.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.49KNew |
$51.4K - $61.2K
|
1.49K
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49KNew |
$51.4K - $61.2K
|
1.49K
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.46K+ 18.89% |
$50.3K - $59.9K
|
9.19K
$380K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.46K+ 18.71% |
$50.2K - $59.7K
|
9.24K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.45K+ 23.91% |
$49.9K - $59.4K
|
7.5K
$310K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.44KNew |
$49.6K - $59K
|
1.44K
$59.5K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.43K+ 16.86% |
$49.3K - $58.6K
|
9.91K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.42K+ 7883.33% |
$48.9K - $58.2K
|
1.44K
$59.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1.41K+ 25.36% |
$48.5K - $57.7K
|
6.96K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 27.97% |
$48.4K - $57.6K
|
6.42K
$265K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.38KNew |
$47.5K - $56.6K
|
1.38K
$57K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.36K+ 11.73% |
$46.9K - $55.8K
|
13K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.35K+ 2.71% |
$46.3K - $55.1K
|
50.9K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 4.4% |
$46.3K - $55.1K
|
31.9K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.76% |
$45.8K - $54.5K
|
49.5K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$45.2K - $53.8K
|
1.31K
$54.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.3K+ 9.86% |
$44.8K - $53.3K
|
14.5K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 41.46% |
$44.5K - $53K
|
4.41K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 1.66% |
$44K - $52.4K
|
78.3K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.28K+ 4.05% |
$43.9K - $52.3K
|
32.7K
$1.35M
|