Purchases and Sales Made in Q4 2024 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2024. 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 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
194+ 1.6% |
$7.03K - $7.95K
|
12.3K
$533K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
189+ 1.17% |
$6.85K - $7.74K
|
16.3K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181New |
$6.56K - $7.42K
|
181
$7.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
181+ 4.32% |
$6.56K - $7.42K
|
4.37K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
180+ 0.19% |
$6.52K - $7.37K
|
95.3K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
156+ 0.38% |
$5.65K - $6.39K
|
41.2K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
155+ 0.02% |
$5.61K - $6.35K
|
945K
$41M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
155+ 77.5% |
$5.61K - $6.35K
|
355
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
152+ 1.0% |
$5.51K - $6.23K
|
15.3K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
151New |
$5.47K - $6.19K
|
151
$6.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136New |
$4.93K - $5.57K
|
136
$5.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
130+ 464.29% |
$4.71K - $5.33K
|
158
$6.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
127+ 1.19% |
$4.6K - $5.2K
|
10.8K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 90.51% |
$4.49K - $5.08K
|
261
$11.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
121+ 64.36% |
$4.38K - $4.96K
|
309
$13.4K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 0.12% |
$4.35K - $4.92K
|
99.9K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
118+ 2.32% |
$4.27K - $4.83K
|
5.21K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
111New |
$4.02K - $4.55K
|
111
$4.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108+ 1.4% |
$3.91K - $4.42K
|
7.83K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
108New |
$3.91K - $4.42K
|
108
$4.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$3.84K - $4.34K
|
106
$4.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 15.87% |
$3.62K - $4.1K
|
730
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.62K - $4.1K
|
100
$4.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
95New |
$3.44K - $3.89K
|
95
$4.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
94+ 1.16% |
$3.4K - $3.85K
|
8.17K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 0.92% |
$3.4K - $3.85K
|
10.3K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89+ 0.59% |
$3.22K - $3.65K
|
15.2K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
84+ 0.68% |
$3.04K - $3.44K
|
12.4K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
84+ 1.0% |
$3.04K - $3.44K
|
8.52K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78+ 1.11% |
$2.83K - $3.2K
|
7.1K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
77+ 1.3% |
$2.79K - $3.15K
|
6K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
74+ 1057.14% |
$2.68K - $3.03K
|
81
$3.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.84% |
$2.64K - $2.99K
|
8.78K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
70+ 1.54% |
$2.54K - $2.87K
|
4.61K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
69+ 1.14% |
$2.5K - $2.83K
|
6.11K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
66+ 7.51% |
$2.39K - $2.7K
|
945
$41K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
64+ 2.05% |
$2.32K - $2.62K
|
3.19K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
61+ 2.01% |
$2.21K - $2.5K
|
3.1K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60+ 1.2% |
$2.17K - $2.46K
|
5.06K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
58+ 241.67% |
$2.1K - $2.38K
|
82
$3.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53+ 2.58% |
$1.92K - $2.17K
|
2.11K
$91.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
52+ 21.4% |
$1.88K - $2.13K
|
295
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$1.81K - $2.05K
|
50
$2.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.05K
|
50
$2.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50+ 0.46% |
$1.81K - $2.05K
|
11K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
49+ 0.47% |
$1.77K - $2.01K
|
10.4K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
45+ 0.58% |
$1.63K - $1.84K
|
7.76K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 42.06% |
$1.63K - $1.84K
|
152
$6.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 17.65% |
$1.52K - $1.72K
|
280
$12.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.61% |
$1.49K - $1.68K
|
6.77K
$294K
|