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 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
497New |
$17.1K - $20.4K
|
497
$19.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
495+ 247.5% |
$17.1K - $20.3K
|
695
$27.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
458New |
$15.8K - $18.8K
|
458
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
444+ 1233.33% |
$15.3K - $18.2K
|
480
$19.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
441+ 0.16% |
$15.2K - $18.1K
|
278K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
422New |
$14.5K - $17.3K
|
422
$16.9K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
414+ 1.83% |
$14.3K - $17K
|
23K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
402+ 1.73% |
$13.8K - $16.5K
|
23.7K
$946K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400+ 200.0% |
$13.8K - $16.4K
|
600
$24K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 3.36% |
$13.8K - $16.4K
|
12.3K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
397+ 2.04% |
$13.7K - $16.3K
|
19.8K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 1.34% |
$13.4K - $16K
|
29.5K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
382+ 11.89% |
$13.2K - $15.7K
|
3.6K
$144K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
379+ 0.22% |
$13.1K - $15.5K
|
174K
$6.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
374+ 5.34% |
$12.9K - $15.3K
|
7.38K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
360+ 1.43% |
$12.4K - $14.8K
|
25.6K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
353+ 5.19% |
$12.2K - $14.5K
|
7.16K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
350New |
$12.1K - $14.4K
|
350
$14K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
347+ 6.24% |
$12K - $14.2K
|
5.91K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
336New |
$11.6K - $13.8K
|
336
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
335New |
$11.5K - $13.7K
|
335
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
300+ 4.28% |
$10.3K - $12.3K
|
7.31K
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
297+ 3.29% |
$10.2K - $12.2K
|
9.32K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
272+ 1.51% |
$9.37K - $11.2K
|
18.2K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
257+ 2.27% |
$8.85K - $10.5K
|
11.6K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
253New |
$8.72K - $10.4K
|
253
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
250+ 3.53% |
$8.61K - $10.3K
|
7.34K
$294K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
243New |
$8.37K - $9.96K
|
243
$9.72K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
226New |
$7.79K - $9.27K
|
226
$9.04K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
225+ 1.14% |
$7.75K - $9.23K
|
19.9K
$797K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
215New |
$7.41K - $8.82K
|
215
$8.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
202+ 2.85% |
$6.96K - $8.28K
|
7.29K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200+ 46.51% |
$6.89K - $8.2K
|
630
$25.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200New |
$6.89K - $8.2K
|
200
$8K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
199+ 27.04% |
$6.86K - $8.16K
|
935
$37.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
198+ 1.39% |
$6.82K - $8.12K
|
14.5K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
198+ 1.56% |
$6.82K - $8.12K
|
12.9K
$514K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
190New |
$6.55K - $7.79K
|
190
$7.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
189New |
$6.51K - $7.75K
|
189
$7.56K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
180+ 66.42% |
$6.2K - $7.38K
|
451
$18K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
180+ 10.13% |
$6.2K - $7.38K
|
1.96K
$78.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
176+ 0.6% |
$6.06K - $7.22K
|
29.3K
$1.17M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
164New |
$5.65K - $6.72K
|
164
$6.56K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
163+ 0.95% |
$5.62K - $6.68K
|
17.3K
$692K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
160+ 1.53% |
$5.51K - $6.56K
|
10.6K
$425K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
159+ 7.63% |
$5.48K - $6.52K
|
2.24K
$89.8K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152+ 2.19% |
$5.24K - $6.23K
|
7.08K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
145+ 1.18% |
$5K - $5.95K
|
12.5K
$499K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
140New |
$4.82K - $5.74K
|
140
$5.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
138+ 1.68% |
$4.75K - $5.66K
|
8.36K
$334K
|