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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 3.15% |
$10.4K - $11.9K
|
8.45K
$370K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-62- 1.12% |
$2.34K - $2.68K
|
5.47K
$239K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113New |
$4.27K - $4.88K
|
113
$4.95K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$75.6 - $86.4
|
5.74K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200+ 172.41% |
$7.56K - $8.64K
|
316
$13.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
26+ 0.38% |
$983 - $1.12K
|
6.78K
$297K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
943+ 2.19% |
$35.6K - $40.7K
|
44K
$1.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-142- 44.94% |
$5.37K - $6.13K
|
174
$7.62K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$869 - $994
|
23
$1.01K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
241+ 3.21% |
$9.11K - $10.4K
|
7.74K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8- 1.04% |
$302 - $346
|
758
$33.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-742- 79.61% |
$28K - $32.1K
|
190
$8.32K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
205New |
$7.75K - $8.86K
|
205
$8.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$151 - $173
|
4
$175
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-207- 2.86% |
$7.82K - $8.94K
|
7.03K
$308K
|
|
| Q2 2023 | |||||||
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$663K - $737K
|
16.9K
$740K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.2K- 50.07% |
$834K - $926K
|
21.2K
$928K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
384New |
$15.1K - $16.7K
|
384
$16.8K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.24K- 22.19% |
$88.1K - $97.8K
|
7.87K
$344K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-120- 2.16% |
$4.71K - $5.23K
|
5.44K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.73KNew |
$67.7K - $75.2K
|
1.73K
$75.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
45.8KNew |
$1.8M - $2M
|
45.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-71.5K- 98.8% |
$2.81M - $3.12M
|
870
$38.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$599K - $665K
|
15.2K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.76K- 55.38% |
$265K - $295K
|
5.44K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-74- 34.58% |
$2.91K - $3.23K
|
140
$6.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-21.6K- 94.3% |
$848K - $942K
|
1.31K
$57.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-180K- 84.69% |
$7.06M - $7.85M
|
32.5K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
128K+ 45.35% |
$5.04M - $5.6M
|
411K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
219KNew |
$8.6M - $9.55M
|
219K
$9.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-191K- 90.14% |
$7.51M - $8.35M
|
20.9K
$917K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.29KNew |
$247K - $274K
|
6.29K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$707 - $785
|
18
$788
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$78.5 - $87.2
|
8.32K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.73M- 32.26% |
$67.8M - $75.4M
|
3.63M
$159M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24K+ 90.35% |
$942K - $1.05M
|
50.6K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-410K- 99.94% |
$16.1M - $17.9M
|
253
$11.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
46+ 0.89% |
$1.81K - $2.01K
|
5.19K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
136K+ 1.27% |
$5.35M - $5.95M
|
10.9M
$476M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.51KNew |
$177K - $196K
|
4.51K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-621- 4.71% |
$24.4K - $27.1K
|
12.6K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-223- 42.16% |
$8.75K - $9.73K
|
306
$13.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
383New |
$15K - $16.7K
|
383
$16.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-40- 0.53% |
$1.57K - $1.74K
|
7.5K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
PUT |
4.5KNew |
$177K - $196K
|
4.5K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-234- 0.93% |
$9.19K - $10.2K
|
24.9K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-5.08K- 14.21% |
$199K - $221K
|
30.6K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$200K - $222K
|
5.09K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$9.82K - $10.9K
|
250
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.51K- 22.73% |
$59.3K - $65.9K
|
5.13K
$225K
|
|