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
|
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
$297K
|
|
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
$99.4K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-794- 4.87% |
$28.8K - $32.5K
|
15.5K
$674K
|
|
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
$119K
|
|
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
$269K
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.07K- 87.16% |
$38.9K - $44K
|
158
$6.86K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 6.32% |
$39.1K - $44.2K
|
16K
$695K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 10.22% |
$39.4K - $44.5K
|
9.55K
$415K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.2K- 7.01% |
$43.3K - $49K
|
15.8K
$688K
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 2.46% |
$43.5K - $49.2K
|
47.7K
$2.07M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 63.03% |
$43.7K - $49.5K
|
708
$30.7K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.21K- 12.81% |
$43.9K - $49.7K
|
8.25K
$358K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.23K- 7.88% |
$44.5K - $50.3K
|
14.4K
$623K
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 6.44% |
$45.7K - $51.7K
|
18.3K
$796K
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-1.27K- 9.07% |
$46K - $52K
|
12.7K
$553K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.3K- 2.36% |
$47.2K - $53.4K
|
54K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.31K- 7.44% |
$47.4K - $53.6K
|
16.3K
$707K
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.38K- 11.17% |
$49.9K - $56.5K
|
11K
$476K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.38K- 1.27% |
$50.1K - $56.7K
|
108K
$4.69M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.45K- 17.6% |
$52.6K - $59.5K
|
6.8K
$295K
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.48K- 8.86% |
$53.5K - $60.5K
|
15.2K
$660K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.48K- 8.86% |
$53.5K - $60.5K
|
15.2K
$660K
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.53K- 3.8% |
$55.5K - $62.8K
|
38.8K
$1.69M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.54K- 9.02% |
$55.7K - $63K
|
15.5K
$673K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.56K- 4.28% |
$56.3K - $63.7K
|
34.8K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.62K- 8.99% |
$58.7K - $66.4K
|
16.4K
$713K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 38.83% |
$58.7K - $66.4K
|
2.55K
$111K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 17.02% |
$60.8K - $68.7K
|
8.18K
$355K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.76K- 4.73% |
$63.7K - $72.1K
|
35.4K
$1.54M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79K- 11.45% |
$64.7K - $73.2K
|
13.8K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.79K- 18.66% |
$64.7K - $73.2K
|
7.79K
$338K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.84K- 4.75% |
$66.5K - $75.3K
|
36.9K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.84K- 2.01% |
$66.7K - $75.5K
|
89.7K
$3.9M
|