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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 2.37% |
$103K - $117K
|
123K
$5.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.82K+ 6.44% |
$102K - $116K
|
46.7K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.81K+ 175.59% |
$102K - $115K
|
4.4K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.78K+ 6.16% |
$101K - $114K
|
48K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.77K+ 0.63% |
$100K - $113K
|
440K
$19.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.68K+ 24.55% |
$97K - $110K
|
13.6K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.64K+ 16.73% |
$95.8K - $108K
|
18.4K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.6K+ 13.22% |
$94.3K - $107K
|
22.3K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.54K+ 3028.57% |
$92.1K - $104K
|
2.63K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.54K+ 14.4% |
$92K - $104K
|
20.2K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 25.05% |
$89.8K - $102K
|
12.4K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.42K+ 32.51% |
$87.8K - $99.3K
|
9.88K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.39K+ 1.88% |
$86.5K - $97.8K
|
130K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.38K+ 14.4% |
$86.2K - $97.5K
|
18.9K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.35K+ 20.88% |
$85.2K - $96.4K
|
13.6K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.34K+ 13.49% |
$84.6K - $95.7K
|
19.7K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.32K+ 4.67% |
$84.2K - $95.2K
|
52.1K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 43.33% |
$83.7K - $94.7K
|
7.65K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 10.56% |
$78.2K - $88.5K
|
22.6K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.15KNew |
$77.9K - $88.1K
|
2.15K
$93.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.06K+ 2.61% |
$74.8K - $84.6K
|
81.3K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.03K+ 9.77% |
$73.6K - $83.3K
|
22.8K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.03K+ 496.81% |
$73.4K - $83K
|
2.44K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.01K+ 10.58% |
$72.7K - $82.2K
|
21K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.99K+ 0.52% |
$72K - $81.4K
|
386K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.94K+ 4.36% |
$70.1K - $79.3K
|
46.3K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.84KNew |
$66.8K - $75.5K
|
1.84K
$80K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 4.49% |
$66.2K - $74.9K
|
42.6K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.81K+ 15.68% |
$65.4K - $74K
|
13.3K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.78K+ 12.27% |
$64.6K - $73.1K
|
16.3K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.7K+ 10.95% |
$61.6K - $69.7K
|
17.3K
$749K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.69K+ 12.14% |
$61.2K - $69.2K
|
15.6K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.61K+ 12.83% |
$58.3K - $66K
|
14.2K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.54K+ 17.87% |
$55.9K - $63.3K
|
10.2K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.54K+ 221.38% |
$55.9K - $63.2K
|
2.24K
$97.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.53K+ 3.79% |
$55.3K - $62.5K
|
41.8K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 11.28% |
$55.1K - $62.3K
|
15K
$651K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.52K+ 0.4% |
$54.9K - $62.1K
|
378K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 27.22% |
$54.3K - $61.4K
|
7K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.5K+ 0.97% |
$54.1K - $61.3K
|
156K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 7.11% |
$54K - $61K
|
22.4K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 71.85% |
$53.7K - $60.8K
|
3.55K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 15.77% |
$53K - $59.9K
|
10.7K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.46K+ 0.05% |
$52.9K - $59.9K
|
2.89M
$125M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.44K+ 20.47% |
$52.1K - $59K
|
8.47K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.43KNew |
$51.9K - $58.7K
|
1.43K
$62.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 2.33% |
$48.4K - $54.8K
|
58.8K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.33K+ 15.39% |
$48.2K - $54.5K
|
9.98K
$433K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.29K+ 16.2% |
$46.7K - $52.8K
|
9.24K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.26K+ 47.68% |
$45.7K - $51.7K
|
3.91K
$170K
|