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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
292New |
$10.6K - $12K
|
292
$12.5K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$11.8K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
275+ 12.6% |
$9.96K - $11.3K
|
2.46K
$106K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
244New |
$8.84K - $10K
|
244
$10.5K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
236New |
$8.55K - $9.67K
|
236
$10.1K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220+ 2.3% |
$7.97K - $9.01K
|
9.79K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
214+ 3.72% |
$7.75K - $8.77K
|
5.97K
$257K
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
210New |
$7.61K - $8.6K
|
210
$9.02K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
210+ 0.66% |
$7.61K - $8.6K
|
31.9K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
208+ 2.88% |
$7.53K - $8.52K
|
7.43K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
204New |
$7.39K - $8.36K
|
204
$8.76K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$7.24K - $8.19K
|
200
$8.59K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
194+ 1.6% |
$7.03K - $7.95K
|
12.3K
$528K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
189+ 1.17% |
$6.85K - $7.74K
|
16.3K
$700K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
181+ 4.32% |
$6.56K - $7.42K
|
4.37K
$188K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181New |
$6.56K - $7.42K
|
181
$7.77K
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
180+ 0.19% |
$6.52K - $7.37K
|
95.3K
$4.1M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
156+ 0.38% |
$5.65K - $6.39K
|
41.2K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
155+ 77.5% |
$5.61K - $6.35K
|
355
$15.2K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
155+ 0.02% |
$5.61K - $6.35K
|
945K
$40.6M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
152+ 1.0% |
$5.51K - $6.23K
|
15.3K
$657K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
151New |
$5.47K - $6.19K
|
151
$6.49K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
144New |
$5.22K - $5.9K
|
144
$6.18K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
137New |
$4.96K - $5.61K
|
137
$5.88K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136New |
$4.93K - $5.57K
|
136
$5.84K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
130+ 464.29% |
$4.71K - $5.33K
|
158
$6.79K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
127+ 1.19% |
$4.6K - $5.2K
|
10.8K
$463K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 90.51% |
$4.49K - $5.08K
|
261
$11.2K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
121+ 64.36% |
$4.38K - $4.96K
|
309
$13.3K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 0.12% |
$4.35K - $4.92K
|
99.9K
$4.29M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
118+ 2.32% |
$4.27K - $4.83K
|
5.21K
$224K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
111New |
$4.02K - $4.55K
|
111
$4.77K
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108+ 1.4% |
$3.91K - $4.42K
|
7.83K
$336K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
108New |
$3.91K - $4.42K
|
108
$4.64K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$3.84K - $4.34K
|
106
$4.55K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 15.87% |
$3.62K - $4.1K
|
730
$31.4K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.62K - $4.1K
|
100
$4.3K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
95New |
$3.44K - $3.89K
|
95
$4.08K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
94+ 1.16% |
$3.4K - $3.85K
|
8.17K
$351K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 0.92% |
$3.4K - $3.85K
|
10.3K
$443K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89+ 0.59% |
$3.22K - $3.65K
|
15.2K
$654K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
84+ 0.68% |
$3.04K - $3.44K
|
12.4K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
84+ 1.0% |
$3.04K - $3.44K
|
8.52K
$366K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78+ 1.11% |
$2.83K - $3.2K
|
7.1K
$305K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
77+ 1.3% |
$2.79K - $3.15K
|
6K
$258K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
74+ 1057.14% |
$2.68K - $3.03K
|
81
$3.48K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.84% |
$2.64K - $2.99K
|
8.78K
$377K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
70+ 1.54% |
$2.54K - $2.87K
|
4.61K
$198K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
69+ 1.14% |
$2.5K - $2.83K
|
6.11K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
66+ 7.51% |
$2.39K - $2.7K
|
945
$40.6K
|