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
|
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
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60+ 1.2% |
$2.17K - $2.46K
|
5.06K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
58+ 241.67% |
$2.1K - $2.38K
|
82
$3.56K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
53New |
$1.92K - $2.17K
|
53
$2.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53+ 0.22% |
$1.92K - $2.17K
|
23.9K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53+ 2.58% |
$1.92K - $2.17K
|
2.11K
$91.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
52+ 21.4% |
$1.88K - $2.13K
|
295
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.05K
|
50
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
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
$454K
|
|
|
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
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.61% |
$1.49K - $1.68K
|
6.77K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.39% |
$1.45K - $1.64K
|
10.3K
$447K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
38+ 35.85% |
$1.38K - $1.56K
|
144
$6.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 3.1% |
$1.3K - $1.47K
|
1.2K
$52.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
33+ 0.55% |
$1.2K - $1.35K
|
6.02K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
33+ 0.62% |
$1.2K - $1.35K
|
5.39K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$1.16K - $1.31K
|
32
$1.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 14.61% |
$1.16K - $1.31K
|
251
$10.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31New |
$1.12K - $1.27K
|
31
$1.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30+ 1.19% |
$1.09K - $1.23K
|
2.55K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
29New |
$1.05K - $1.19K
|
29
$1.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
28+ 12.56% |
$1.01K - $1.15K
|
251
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28+ 2.66% |
$1.01K - $1.15K
|
1.08K
$46.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25New |
$906 - $1.02K
|
25
$1.09K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 100.0% |
$906 - $1.02K
|
50
$2.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
24+ 0.18% |
$869 - $983
|
13.1K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
24New |
$869 - $983
|
24
$1.04K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
21New |
$761 - $860
|
21
$912
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$724 - $819
|
20
$869
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$724 - $819
|
20
$869
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
19+ 0.3% |
$688 - $778
|
6.37K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19+ 63.33% |
$688 - $778
|
49
$2.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19+ 0.18% |
$688 - $778
|
10.7K
$465K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
18New |
$652 - $737
|
18
$782
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
18New |
$652 - $737
|
18
$782
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
18+ 1.11% |
$652 - $737
|
1.63K
$71K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 2.2% |
$543 - $615
|
698
$30.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 23.08% |
$543 - $615
|
80
$3.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$471 - $533
|
13
$565
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
13+ 0.11% |
$471 - $533
|
12.4K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12+ 0.12% |
$435 - $492
|
10.4K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 8.33% |
$398 - $451
|
143
$6.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$398 - $451
|
11
$478
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10+ 0.95% |
$362 - $410
|
1.06K
$46.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$362 - $410
|
10
$434
|