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 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 2.24% |
$1.99K - $2.25K
|
2.4K
$94.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-69- 3.72% |
$2.5K - $2.83K
|
1.79K
$70K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-85- 2.45% |
$3.08K - $3.48K
|
3.39K
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-134- 0.61% |
$4.85K - $5.49K
|
21.8K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-150- 0.59% |
$5.43K - $6.15K
|
25.4K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-154- 2.76% |
$5.58K - $6.31K
|
5.43K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-158- 2.63% |
$5.72K - $6.47K
|
5.86K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-160- 10.42% |
$5.8K - $6.56K
|
1.38K
$54K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-189- 2.86% |
$6.85K - $7.74K
|
6.41K
$252K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-210- 1.33% |
$7.61K - $8.6K
|
15.6K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-218- 3.7% |
$7.9K - $8.93K
|
5.67K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-293- 1.92% |
$10.6K - $12K
|
14.9K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 7.66% |
$11K - $12.5K
|
3.67K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-315- 5.44% |
$11.4K - $12.9K
|
5.47K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-403- 7.25% |
$14.6K - $16.5K
|
5.15K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-441- 31.41% |
$16K - $18.1K
|
963
$37.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-470- 11.46% |
$17K - $19.3K
|
3.63K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-529- 3.72% |
$19.2K - $21.7K
|
13.7K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-539- 3.11% |
$19.5K - $22.1K
|
16.8K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-585- 1.62% |
$21.2K - $24K
|
35.5K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-688- 11.09% |
$24.9K - $28.2K
|
5.52K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-703- 9.33% |
$25.5K - $28.8K
|
6.83K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-770- 25.17% |
$27.9K - $31.5K
|
2.29K
$89.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-794- 4.87% |
$28.8K - $32.5K
|
15.5K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-900- 8.33% |
$32.6K - $36.9K
|
9.9K
$388K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 63.03% |
$43.7K - $49.5K
|
708
$27.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.21K- 12.81% |
$43.9K - $49.7K
|
8.25K
$324K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.53K- 3.8% |
$55.5K - $62.8K
|
38.8K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.76K- 4.73% |
$63.7K - $72.1K
|
35.4K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.56K- 17.94% |
$92.5K - $105K
|
11.7K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.4K- 27.91% |
$123K - $139K
|
8.79K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.43K- 6.56% |
$160K - $181K
|
63K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.9K- 2.04% |
$177K - $201K
|
235K
$9.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.61K- 40.69% |
$276K - $312K
|
11.1K
$435K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-8.04K- 22.2% |
$291K - $329K
|
28.2K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-8.9K- 32.41% |
$322K - $365K
|
18.6K
$728K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9.19K- 92.59% |
$333K - $377K
|
736
$28.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.86K- 6.73% |
$357K - $404K
|
137K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.5K- 62.74% |
$454K - $513K
|
7.44K
$292K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-15.4K- 40.93% |
$556K - $629K
|
22.2K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 7.28% |
$582K - $658K
|
204K
$8.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.9K- 99.9% |
$758K - $858K
|
20
$785
|
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-23.5K- 1.01% |
$850K - $962K
|
2.31M
$90.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-61.3K- 24.71% |
$2.22M - $2.51M
|
187K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-411K- 97.52% |
$14.9M - $16.8M
|
10.4K
$409K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.02M- 97.53% |
$37M - $41.8M
|
25.8K
$1.01M
|