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 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.83% |
$1.45K - $1.64K
|
4.81K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-40- 0.32% |
$1.45K - $1.64K
|
12.4K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-41- 3.12% |
$1.49K - $1.68K
|
1.27K
$55.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-43- 0.47% |
$1.56K - $1.76K
|
9.11K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 6.93% |
$1.77K - $2.01K
|
658
$28.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-50- 0.09% |
$1.81K - $2.05K
|
53.4K
$2.32M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-50- 0.69% |
$1.81K - $2.05K
|
7.22K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.37% |
$1.81K - $2.05K
|
13.6K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51- 0.89% |
$1.85K - $2.09K
|
5.67K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52- 1.29% |
$1.88K - $2.13K
|
3.98K
$173K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.59% |
$1.92K - $2.17K
|
337
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-55- 25.0% |
$1.99K - $2.25K
|
165
$7.17K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 2.24% |
$1.99K - $2.25K
|
2.4K
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.16% |
$2.35K - $2.66K
|
5.53K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-67- 0.69% |
$2.43K - $2.74K
|
9.62K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-69- 3.72% |
$2.5K - $2.83K
|
1.79K
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-71- 1.19% |
$2.57K - $2.91K
|
5.92K
$257K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-85- 2.45% |
$3.08K - $3.48K
|
3.39K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-96- 1.39% |
$3.48K - $3.93K
|
6.79K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 1.89% |
$3.62K - $4.1K
|
5.2K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.61% |
$3.62K - $4.1K
|
16.3K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 1.09% |
$3.73K - $4.22K
|
9.33K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-113- 1.15% |
$4.09K - $4.63K
|
9.7K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-116- 12.93% |
$4.2K - $4.75K
|
781
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-126- 0.47% |
$4.56K - $5.16K
|
26.6K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-128- 1.85% |
$4.64K - $5.24K
|
6.79K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 2.24% |
$4.71K - $5.33K
|
5.68K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-134- 0.61% |
$4.85K - $5.49K
|
21.8K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-140- 2.0% |
$5.07K - $5.74K
|
6.87K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 21.44% |
$5.07K - $5.74K
|
513
$22.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-143- 1.44% |
$5.18K - $5.86K
|
9.76K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-143- 1.45% |
$5.18K - $5.86K
|
9.74K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-150- 0.59% |
$5.43K - $6.15K
|
25.4K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-154- 2.76% |
$5.58K - $6.31K
|
5.43K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-155- 41.44% |
$5.61K - $6.35K
|
219
$9.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-155- 3.64% |
$5.61K - $6.35K
|
4.1K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-157- 1.54% |
$5.69K - $6.43K
|
10K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-158- 2.63% |
$5.72K - $6.47K
|
5.86K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-160- 10.42% |
$5.8K - $6.56K
|
1.38K
$59.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-163- 1.76% |
$5.9K - $6.68K
|
9.09K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169- 1.2% |
$6.12K - $6.92K
|
13.9K
$604K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-189- 2.86% |
$6.85K - $7.74K
|
6.41K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-198- 4.34% |
$7.17K - $8.11K
|
4.36K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 10.6% |
$7.43K - $8.4K
|
1.73K
$75.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-206- 3.12% |
$7.46K - $8.44K
|
6.39K
$278K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-210- 1.33% |
$7.61K - $8.6K
|
15.6K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-212- 1.21% |
$7.68K - $8.69K
|
17.4K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-214- 3.84% |
$7.75K - $8.77K
|
5.36K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-218- 3.7% |
$7.9K - $8.93K
|
5.67K
$246K
|