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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
596+ 6.44% |
$21.6K - $24.4K
|
9.86K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
585+ 5318.18% |
$21.2K - $24K
|
596
$25.9K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
562New |
$20.4K - $23K
|
562
$24.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
561+ 2.63% |
$20.3K - $23K
|
21.9K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
550+ 11.11% |
$19.9K - $22.5K
|
5.5K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
547+ 1.55% |
$19.8K - $22.4K
|
35.8K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
530+ 8.04% |
$19.2K - $21.7K
|
7.13K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
526New |
$19.1K - $21.6K
|
526
$22.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
525+ 2.31% |
$19K - $21.5K
|
23.2K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
520+ 0.61% |
$18.8K - $21.3K
|
86.2K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
513+ 119.58% |
$18.6K - $21K
|
942
$40.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
510+ 7.46% |
$18.5K - $20.9K
|
7.35K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
508+ 10.03% |
$18.4K - $20.8K
|
5.58K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
500+ 9.03% |
$18.1K - $20.5K
|
6.04K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
495+ 11.47% |
$17.9K - $20.3K
|
4.81K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
488+ 3.16% |
$17.7K - $20K
|
15.9K
$692K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
476+ 5.34% |
$17.2K - $19.5K
|
9.38K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
473+ 6.24% |
$17.1K - $19.4K
|
8.06K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
471+ 1.99% |
$17.1K - $19.3K
|
24.1K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
451+ 3.08% |
$16.3K - $18.5K
|
15.1K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
438+ 3.85% |
$15.9K - $17.9K
|
11.8K
$513K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
437+ 0.38% |
$15.8K - $17.9K
|
116K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
434+ 12.59% |
$15.7K - $17.8K
|
3.88K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428+ 400.0% |
$15.5K - $17.5K
|
535
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
428New |
$15.5K - $17.5K
|
428
$18.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
410+ 1.59% |
$14.9K - $16.8K
|
26.2K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
408+ 43.59% |
$14.8K - $16.7K
|
1.34K
$58.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
401New |
$14.5K - $16.4K
|
401
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.15% |
$14.5K - $16.4K
|
273K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
389+ 7.34% |
$14.1K - $15.9K
|
5.69K
$247K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
382+ 30.1% |
$13.8K - $15.7K
|
1.65K
$71.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
379+ 56.74% |
$13.7K - $15.5K
|
1.05K
$45.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
368+ 0.74% |
$13.3K - $15.1K
|
50.1K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
358+ 5.21% |
$13K - $14.7K
|
7.23K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
357+ 2.62% |
$12.9K - $14.6K
|
14K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
353+ 1.3% |
$12.8K - $14.5K
|
27.6K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
343+ 78.13% |
$12.4K - $14.1K
|
782
$34K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
342+ 1.79% |
$12.4K - $14K
|
19.4K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
340+ 12.23% |
$12.3K - $13.9K
|
3.12K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
335+ 1.81% |
$12.1K - $13.7K
|
18.8K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
335New |
$12.1K - $13.7K
|
335
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
327+ 8175.0% |
$11.8K - $13.4K
|
331
$14.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
326+ 63.55% |
$11.8K - $13.4K
|
839
$36.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
324+ 2.82% |
$11.7K - $13.3K
|
11.8K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
322+ 2.99% |
$11.7K - $13.2K
|
11.1K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
312+ 312.0% |
$11.3K - $12.8K
|
412
$17.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
311+ 1.71% |
$11.3K - $12.7K
|
18.5K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
305+ 2.37% |
$11K - $12.5K
|
13.2K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
296+ 3.07% |
$10.7K - $12.1K
|
9.95K
$432K
|