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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 1.33% |
$35.1K - $39.2K
|
77.3K
$3.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 33.61% |
$483K - $540K
|
57.1K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.97K+ 2282.23% |
$268K - $299K
|
8.31K
$348K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-38.9K- 13.71% |
$1.31M - $1.46M
|
245K
$10.2M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34+ 0.23% |
$1.14K - $1.28K
|
14.5K
$607K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
156+ 71.56% |
$5.24K - $5.86K
|
374
$15.6K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.15K+ 7.55% |
$72.4K - $80.9K
|
30.7K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21.9KNew |
$737K - $824K
|
21.9K
$917K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 33.33% |
$370 - $413
|
22
$920
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$538 - $601
|
16
$669
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.52K- 0.91% |
$118K - $132K
|
383K
$16M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
681New |
$22.9K - $25.6K
|
681
$28.5K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.56KNew |
$254K - $284K
|
7.56K
$316K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$179K - $200K
|
5.33K
$223K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-222K- 11.34% |
$7.46M - $8.33M
|
1.74M
$72.5M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
474New |
$15.9K - $17.8K
|
474
$19.8K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-42- 0.64% |
$1.41K - $1.58K
|
6.47K
$271K
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-251K- 16.91% |
$8.43M - $9.43M
|
1.23M
$51.5M
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 2.5% |
$33.6 - $37.6
|
39
$1.63K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.74KNew |
$193K - $216K
|
5.74K
$240K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18+ 120.0% |
$605 - $676
|
33
$1.38K
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
69.8KNew |
$2.35M - $2.62M
|
69.8K
$2.92M
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-30- 0.41% |
$1.01K - $1.13K
|
7.35K
$307K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
199New |
$6.69K - $7.48K
|
199
$8.32K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$67.2 - $75.1
|
2
$83.6
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-168- 50.0% |
$5.65K - $6.31K
|
168
$7.02K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.59KNew |
$221K - $248K
|
6.59K
$275K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-225- 1.64% |
$7.56K - $8.45K
|
13.5K
$564K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.17KNew |
$107K - $119K
|
3.17K
$133K
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.51KNew |
$286K - $320K
|
8.51K
$356K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-54- 65.06% |
$1.82K - $2.03K
|
29
$1.21K
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-130- 1.4% |
$4.37K - $4.88K
|
9.18K
$384K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 15.38% |
$67.2 - $75.1
|
11
$460
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
12.7KNew |
$426K - $476K
|
12.7K
$530K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
93New |
$3.13K - $3.49K
|
93
$3.89K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 19.08% |
$975 - $1.09K
|
123
$5.14K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.06K+ 34.03% |
$35.6K - $39.8K
|
4.18K
$175K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
165+ 2.06% |
$5.55K - $6.2K
|
8.16K
$341K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
5.52KNew |
$185K - $207K
|
5.52K
$231K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.42% |
$908 - $1.01K
|
6.39K
$267K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 1.92% |
$24.1K - $26.9K
|
38K
$1.59M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832- 50.0% |
$28K - $31.3K
|
832
$34.8K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
203+ 106.84% |
$6.82K - $7.63K
|
393
$16.4K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-68- 0.94% |
$2.29K - $2.55K
|
7.15K
$299K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230New |
$7.73K - $8.64K
|
230
$9.61K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
725+ 10.42% |
$24.4K - $27.2K
|
7.68K
$321K
|
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$8.41M - $9.39M
|
250K
$10.5M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$303 - $338
|
8.37K
$350K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-75.6K- 97.17% |
$2.54M - $2.84M
|
2.2K
$92K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.98% |
$5.72K - $6.39K
|
17.5K
$731K
|