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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
173K+ 4.37% |
$6.54M - $7.48M
|
4.13M
$181M
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-325K- 44.83% |
$12.3M - $14M
|
400K
$17.5M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-445K- 28.92% |
$16.8M - $19.2M
|
1.09M
$47.9M
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-311- 12.44% |
$11.8K - $13.4K
|
2.19K
$95.9K
|
|
Nov 14, 2023
Q3 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
18.1K+ 34.88% |
$683K - $781K
|
69.9K
$3.06M
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$20.8K - $23.8K
|
550
$24.1K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 31.98% |
$2.68K - $3.07K
|
293
$12.8K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.18K+ 18.5% |
$44.4K - $50.8K
|
7.53K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.51KNew |
$246K - $281K
|
6.51K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-694- 10.07% |
$26.2K - $30K
|
6.2K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
1.76KNew |
$66.4K - $75.9K
|
1.76K
$77K
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
751KNew |
$28.4M - $32.5M
|
751K
$32.9M
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-20.8K- 4.26% |
$786K - $899K
|
468K
$20.5M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350New |
$13.2K - $15.1K
|
350
$15.3K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182Closed |
$6.88K - $7.86K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-752- 8.78% |
$28.4K - $32.5K
|
7.82K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
52.8K+ 682.96% |
$2M - $2.28M
|
60.5K
$2.65M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
42.7KNew |
$1.61M - $1.85M
|
42.7K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-48- 0.52% |
$1.81K - $2.07K
|
9.1K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119+ 5.62% |
$4.5K - $5.14K
|
2.24K
$98K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-154- 1.46% |
$5.82K - $6.65K
|
10.4K
$454K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
400+ 98.77% |
$15.1K - $17.3K
|
805
$35.3K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $232K
|
5.37K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
57+ 4.45% |
$2.15K - $2.46K
|
1.34K
$58.6K
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-25.6K- 31.37% |
$967K - $1.11M
|
56K
$2.45M
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.1KNew |
$532K - $608K
|
14.1K
$616K
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.78K+ 9.01% |
$105K - $120K
|
33.6K
$1.47M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
434KNew |
$16.4M - $18.8M
|
434K
$19M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-152K- 94.4% |
$5.75M - $6.57M
|
9.02K
$395K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.12K+ 33.58% |
$80.2K - $91.7K
|
8.44K
$370K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$54.9K - $62.8K
|
1.45K
$63.7K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.42K- 83.63% |
$91.5K - $105K
|
474
$20.8K
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.84KNew |
$259K - $296K
|
6.84K
$300K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$869 - $994
|
23
$1.01K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-125- 2.27% |
$4.72K - $5.4K
|
5.38K
$235K
|
|
Oct 30, 2023
Q3 2023
|
Quaero Capital S.A.
|
SELL
|
- |
-11.6K- 21.59% |
$436K - $499K
|
42K
$1.84M
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
108New |
$4.08K - $4.67K
|
108
$4.73K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$37.8K - $43.2K
|
1K
$43.8K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.21% |
$416 - $475
|
5.32K
$233K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
155New |
$5.86K - $6.7K
|
155
$6.79K
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.01% |
$113 - $130
|
47.2K
$2.07M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$1.02K - $1.17K
|
27
$1.18K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.06K- 12.41% |
$39.9K - $45.6K
|
7.45K
$326K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.1K+ 4.59% |
$79.4K - $90.8K
|
47.9K
$2.1M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6+ 0.08% |
$227 - $259
|
7.53K
$330K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$141K - $161K
|
3.73K
$164K
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
21.1K+ 1.59% |
$797K - $912K
|
1.35M
$59M
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$265 - $302
|
5.38K
$236K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
406New |
$15.3K - $17.5K
|
406
$17.8K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
20.1KNew |
$760K - $868K
|
20.1K
$880K
|