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 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-551- 42.42% |
$20.6K - $25.4K
|
748
$34.4K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
317+ 39.53% |
$11.8K - $14.6K
|
1.12K
$51.4K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
4.86KNew |
$181K - $224K
|
4.86K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-135- 1.46% |
$5.04K - $6.22K
|
9.09K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 8.39% |
$448 - $553
|
131
$6.02K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-210- 2.73% |
$7.83K - $9.68K
|
7.47K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.97KNew |
$222K - $275K
|
5.97K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.15KNew |
$192K - $237K
|
5.15K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.61KNew |
$172K - $212K
|
4.61K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.18KNew |
$268K - $331K
|
7.18K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
396New |
$14.8K - $18.2K
|
396
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
4.93KNew |
$184K - $227K
|
4.93K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
347+ 8.94% |
$12.9K - $16K
|
4.23K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.39KNew |
$164K - $202K
|
4.39K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.15K- 3.65% |
$80.3K - $99.2K
|
56.8K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.47KNew |
$167K - $206K
|
4.47K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 10.89% |
$49.2K - $60.7K
|
13.4K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
4.41KNew |
$164K - $203K
|
4.41K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.78K+ 1.13% |
$141K - $174K
|
340K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9+ 0.85% |
$336 - $415
|
1.07K
$49.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8K- 50.0% |
$298K - $369K
|
8K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-25- 1.11% |
$932 - $1.15K
|
2.22K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
170New |
$6.34K - $7.83K
|
170
$7.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
5.01KNew |
$187K - $231K
|
5.01K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 27.49% |
$2.16K - $2.67K
|
269
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-130- 82.28% |
$4.85K - $5.99K
|
28
$1.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-121- 39.16% |
$4.51K - $5.58K
|
188
$8.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.98KNew |
$186K - $229K
|
4.98K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
81New |
$3.02K - $3.73K
|
81
$3.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.37KNew |
$88.5K - $109K
|
2.37K
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
14.1KNew |
$526K - $649K
|
14.1K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
189+ 18.0% |
$7.05K - $8.71K
|
1.24K
$56.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.43KNew |
$165K - $204K
|
4.43K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
4.45KNew |
$166K - $205K
|
4.45K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
86+ 3.37% |
$3.21K - $3.96K
|
2.64K
$121K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.36KNew |
$163K - $201K
|
4.36K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-120- 19.35% |
$4.48K - $5.53K
|
500
$23K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-378- 4.62% |
$14.1K - $17.4K
|
7.8K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 13.7% |
$3.73K - $4.61K
|
630
$28.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 81.3% |
$7.46K - $9.22K
|
46
$2.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2K+ 16.69% |
$74.6K - $92.2K
|
14K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-164- 15.66% |
$6.12K - $7.56K
|
883
$40.6K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.04% |
$932 - $1.15K
|
2.37K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
7.61K+ 68.59% |
$284K - $351K
|
18.7K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-46- 7.96% |
$1.72K - $2.12K
|
532
$24.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.94K- 25.73% |
$147K - $181K
|
11.4K
$522K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-12.5K- 34.52% |
$466K - $576K
|
23.7K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 6.53% |
$4.63K - $5.71K
|
2.02K
$93K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-71- 13.95% |
$2.65K - $3.27K
|
438
$20.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.42KNew |
$165K - $204K
|
4.42K
$203K
|
|