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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-406- 5.54% |
$14.7K - $16.6K
|
6.92K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-409- 72.01% |
$14.8K - $16.8K
|
159
$6.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-414- 1.21% |
$15K - $17K
|
33.8K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-415- 6.01% |
$15K - $17K
|
6.49K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-431- 21.55% |
$15.6K - $17.7K
|
1.57K
$68.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-441- 31.41% |
$16K - $18.1K
|
963
$41.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-458- 6.59% |
$16.6K - $18.8K
|
6.49K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-470- 1.56% |
$17K - $19.3K
|
29.6K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-470- 11.46% |
$17K - $19.3K
|
3.63K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-480- 1.96% |
$17.4K - $19.7K
|
24K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-480- 6.75% |
$17.4K - $19.7K
|
6.63K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-482- 5.29% |
$17.5K - $19.7K
|
8.64K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-525- 21.75% |
$19K - $21.5K
|
1.89K
$82K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-527- 5.91% |
$19.1K - $21.6K
|
8.4K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-529- 3.72% |
$19.2K - $21.7K
|
13.7K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-539- 3.11% |
$19.5K - $22.1K
|
16.8K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-557- 0.79% |
$20.2K - $22.8K
|
69.9K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-571- 5.78% |
$20.7K - $23.4K
|
9.31K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-579- 8.73% |
$21K - $23.7K
|
6.05K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-585- 1.62% |
$21.2K - $24K
|
35.5K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-589- 5.82% |
$21.3K - $24.1K
|
9.53K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-600- 0.78% |
$21.7K - $24.6K
|
76.2K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-627- 7.03% |
$22.7K - $25.7K
|
8.29K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-679- 2.28% |
$24.6K - $27.8K
|
29.1K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-685- 22.64% |
$24.8K - $28.1K
|
2.34K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-688- 11.09% |
$24.9K - $28.2K
|
5.52K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-693- 6.51% |
$25.1K - $28.4K
|
9.95K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-698- 10.93% |
$25.3K - $28.6K
|
5.69K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-703- 9.33% |
$25.5K - $28.8K
|
6.83K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-739- 55.4% |
$26.8K - $30.3K
|
595
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-768- 15.25% |
$27.8K - $31.5K
|
4.27K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-770- 25.17% |
$27.9K - $31.5K
|
2.29K
$99.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-794- 4.87% |
$28.8K - $32.5K
|
15.5K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-816- 10.32% |
$29.6K - $33.4K
|
7.09K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-828- 68.77% |
$30K - $33.9K
|
376
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-843- 1.07% |
$30.5K - $34.5K
|
77.8K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-879- 1.41% |
$31.8K - $36K
|
61.6K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-894- 24.66% |
$32.4K - $36.6K
|
2.73K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-897- 1.05% |
$32.5K - $36.8K
|
84.7K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-900- 8.33% |
$32.6K - $36.9K
|
9.9K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-921- 2.94% |
$33.4K - $37.7K
|
30.4K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-946- 1.36% |
$34.3K - $38.8K
|
68.7K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-949- 42.22% |
$34.4K - $38.9K
|
1.3K
$56.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-997- 14.36% |
$36.1K - $40.8K
|
5.95K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1K- 1.73% |
$36.2K - $41K
|
56.7K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 22.19% |
$36.7K - $41.5K
|
3.55K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 2.51% |
$36.7K - $41.5K
|
39.4K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.06K- 3.36% |
$38.5K - $43.5K
|
30.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 14.67% |
$38.5K - $43.6K
|
6.18K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.07K- 87.16% |
$38.9K - $44K
|
158
$6.86K
|