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 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
135+ 2.0% |
$4.65K - $5.54K
|
6.88K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
133+ 2.08% |
$4.58K - $5.45K
|
6.52K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
132+ 0.36% |
$4.55K - $5.41K
|
36.8K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
126+ 0.04% |
$4.34K - $5.17K
|
333K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
125New |
$4.31K - $5.13K
|
125
$5.57K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124+ 2.95% |
$4.27K - $5.08K
|
4.33K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
121+ 1.54% |
$4.17K - $4.96K
|
7.99K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
113+ 2.03% |
$3.89K - $4.63K
|
5.68K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 1.64% |
$3.76K - $4.47K
|
6.76K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
108+ 0.57% |
$3.72K - $4.43K
|
19.2K
$854K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$3.72K - $4.43K
|
108
$4.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
104New |
$3.58K - $4.26K
|
104
$4.64K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
100+ 1.46% |
$3.45K - $4.1K
|
6.95K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
99New |
$3.41K - $4.06K
|
99
$4.41K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
98New |
$3.38K - $4.02K
|
98
$4.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
97+ 0.31% |
$3.34K - $3.98K
|
31.5K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
91+ 2.86% |
$3.13K - $3.73K
|
3.28K
$146K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
85+ 44.97% |
$2.93K - $3.49K
|
274
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
82+ 0.83% |
$2.82K - $3.36K
|
9.96K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
76+ 0.14% |
$2.62K - $3.12K
|
52.6K
$2.35M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
73New |
$2.51K - $2.99K
|
73
$3.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
72New |
$2.48K - $2.95K
|
72
$3.21K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
71New |
$2.45K - $2.91K
|
71
$3.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70+ 7.04% |
$2.41K - $2.87K
|
1.06K
$47.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 1650.0% |
$2.27K - $2.71K
|
70
$3.12K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
60+ 0.87% |
$2.07K - $2.46K
|
6.93K
$309K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 0.13% |
$1.76K - $2.09K
|
40.4K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.87% |
$1.72K - $2.05K
|
5.8K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
50New |
$1.72K - $2.05K
|
50
$2.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
50+ 1.76% |
$1.72K - $2.05K
|
2.89K
$129K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46New |
$1.58K - $1.89K
|
46
$2.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45+ 0.71% |
$1.55K - $1.85K
|
6.36K
$284K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42+ 35.59% |
$1.45K - $1.72K
|
160
$7.13K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40New |
$1.38K - $1.64K
|
40
$1.78K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
39+ 0.04% |
$1.34K - $1.6K
|
103K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
38+ 4.92% |
$1.31K - $1.56K
|
811
$36.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37+ 0.25% |
$1.27K - $1.52K
|
14.9K
$662K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.37% |
$1.17K - $1.39K
|
9.18K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
28New |
$965 - $1.15K
|
28
$1.25K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.15% |
$965 - $1.15K
|
19.1K
$851K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 0.39% |
$896 - $1.07K
|
6.69K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
25+ 3.07% |
$861 - $1.03K
|
840
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 2.87% |
$861 - $1.03K
|
895
$39.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$861 - $1.03K
|
25
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
24+ 1.11% |
$827 - $984
|
2.2K
$97.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 0.79% |
$758 - $902
|
2.79K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 0.45% |
$723 - $861
|
4.7K
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.44% |
$655 - $779
|
1.34K
$59.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 19.35% |
$620 - $738
|
111
$4.95K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 32.08% |
$586 - $697
|
70
$3.12K
|