Latest Institutional Transactions on Exelon Corp (EXC)
This table provides information on the latest institutional transactions involving Exelon Corp (EXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
451+ 3.08% |
$16.3K - $18.5K
|
15.1K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
358+ 5.21% |
$13K - $14.7K
|
7.23K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428+ 400.0% |
$15.5K - $17.5K
|
535
$25.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-431- 21.55% |
$15.6K - $17.7K
|
1.57K
$73.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.41K+ 54.53% |
$123K - $140K
|
9.66K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$12.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
9.94KNew |
$360K - $407K
|
9.94K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97K+ 108.35% |
$252K - $285K
|
13.4K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
31K+ 104.67% |
$1.12M - $1.27M
|
60.6K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
950New |
$34.4K - $38.9K
|
950
$44.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
88.1K+ 1451.88% |
$3.19M - $3.61M
|
94.2K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$145 - $164
|
14.1K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.7K+ 10.95% |
$61.6K - $69.7K
|
17.3K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
513+ 119.58% |
$18.6K - $21K
|
942
$44.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-36.8K- 85.42% |
$1.33M - $1.51M
|
6.28K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 71.85% |
$53.7K - $60.8K
|
3.55K
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
1.2M+ 106.32% |
$43.4M - $49.1M
|
2.33M
$109M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.83K- 12.58% |
$175K - $198K
|
33.5K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
511KNew |
$18.5M - $20.9M
|
511K
$23.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-21- 0.34% |
$761 - $860
|
6.1K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$19.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
97.2K+ 37.09% |
$3.52M - $3.98M
|
359K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-888K- 32.61% |
$32.2M - $36.4M
|
1.84M
$86M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-12.4K- 1.33% |
$447K - $506K
|
914K
$42.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.88K- 0.95% |
$67.9K - $76.8K
|
195K
$9.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.33K+ 15.39% |
$48.2K - $54.5K
|
9.98K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
57.1K+ 80.53% |
$2.07M - $2.34M
|
128K
$6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
520+ 0.61% |
$18.8K - $21.3K
|
86.2K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-325- 1.78% |
$11.8K - $13.3K
|
17.9K
$840K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5K- 37.46% |
$453K - $512K
|
20.9K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
9.23KNew |
$334K - $378K
|
9.23K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-693- 6.51% |
$25.1K - $28.4K
|
9.95K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.5K+ 0.97% |
$54.1K - $61.3K
|
156K
$7.29M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.29M- 48.8% |
$46.9M - $53M
|
1.36M
$63.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
356K+ 2081.09% |
$12.9M - $14.6M
|
373K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 15.77% |
$53K - $59.9K
|
10.7K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.61% |
$3.62K - $4.1K
|
16.3K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-946- 1.36% |
$34.3K - $38.8K
|
68.7K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-328K- 16.28% |
$11.9M - $13.4M
|
1.69M
$79.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
CALL |
-500- 4.35% |
$18.1K - $20.5K
|
11K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 8.94% |
$86.1K - $97.4K
|
24.2K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-997- 14.36% |
$36.1K - $40.8K
|
5.95K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.46KNew |
$342K - $387K
|
9.46K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.83% |
$1.45K - $1.64K
|
4.81K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-4.27K- 18.62% |
$155K - $175K
|
18.7K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
495+ 11.47% |
$17.9K - $20.3K
|
4.81K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.54K- 9.02% |
$55.7K - $63K
|
15.5K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.35K+ 110.42% |
$230K - $260K
|
12.1K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
357+ 2.62% |
$12.9K - $14.6K
|
14K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.37K+ 29.89% |
$303K - $343K
|
36.4K
$1.7M
|