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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
92+ 3.5% |
$3.18K - $3.56K
|
2.72K
$112K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.92K - $7.75K
|
200
$8.21K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$303 - $338
|
9
$369
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 66.67% |
$13.4K - $15K
|
200
$8.21K
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
93.3K+ 0.84% |
$3.14M - $3.5M
|
11.2M
$461M
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
65.6K+ 1058.06% |
$2.21M - $2.46M
|
71.8K
$2.95M
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-397K- 98.73% |
$13.4M - $14.9M
|
5.11K
$210K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.2KNew |
$208K - $233K
|
6.2K
$254K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$134 - $150
|
4
$164
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232New |
$7.8K - $8.72K
|
232
$9.52K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.13K- 36.35% |
$37.9K - $42.4K
|
1.98K
$81.1K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.26KNew |
$211K - $235K
|
6.26K
$257K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.66KNew |
$291K - $325K
|
8.66K
$355K
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-345- 5.15% |
$11.6K - $13K
|
6.35K
$261K
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$206K - $230K
|
6.12K
$251K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.76K- 55.59% |
$59.2K - $66.1K
|
1.41K
$57.7K
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
8.34KNew |
$280K - $313K
|
8.34K
$342K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
229K+ 15266.67% |
$7.7M - $8.6M
|
231K
$9.46M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145- 88.41% |
$4.87K - $5.45K
|
19
$780
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
335K+ 129.17% |
$11.3M - $12.6M
|
594K
$24.4M
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.52K+ 19.9% |
$84.7K - $94.7K
|
15.2K
$623K
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
6.4KNew |
$215K - $240K
|
6.4K
$263K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
123+ 8.24% |
$4.14K - $4.62K
|
1.62K
$66.3K
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.8K- 52.04% |
$766K - $856K
|
21K
$862K
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.23KNew |
$277K - $309K
|
8.23K
$338K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.39K- 30.61% |
$148K - $165K
|
9.95K
$408K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$365K - $408K
|
10.8K
$445K
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
14.1KNew |
$474K - $530K
|
14.1K
$579K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-370- 0.91% |
$12.4K - $13.9K
|
40.1K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
27.2KNew |
$914K - $1.02M
|
27.2K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
513New |
$17.2K - $19.3K
|
513
$21.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 1.33% |
$35.1K - $39.2K
|
77.3K
$3.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 33.61% |
$483K - $540K
|
57.1K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.97K+ 2282.23% |
$268K - $299K
|
8.31K
$341K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-38.9K- 13.71% |
$1.31M - $1.46M
|
245K
$10.1M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$807 - $902
|
24
$985
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34+ 0.23% |
$1.14K - $1.28K
|
14.5K
$596K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
156+ 71.56% |
$5.24K - $5.86K
|
374
$15.3K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.15K+ 7.55% |
$72.4K - $80.9K
|
30.7K
$1.26M
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21.9KNew |
$737K - $824K
|
21.9K
$900K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 33.33% |
$370 - $413
|
22
$903
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-3.09K- 88.35% |
$104K - $116K
|
408
$16.7K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$538 - $601
|
16
$657
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.52K- 0.91% |
$118K - $132K
|
383K
$15.7M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
681New |
$22.9K - $25.6K
|
681
$27.9K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.56KNew |
$254K - $284K
|
7.56K
$310K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$179K - $200K
|
5.33K
$219K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-222K- 11.34% |
$7.46M - $8.33M
|
1.74M
$71.2M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
474New |
$15.9K - $17.8K
|
474
$19.5K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-42- 0.64% |
$1.41K - $1.58K
|
6.47K
$266K
|