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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.73M- 32.26% |
$67.8M - $75.4M
|
3.63M
$170M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24K+ 90.35% |
$942K - $1.05M
|
50.6K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-410K- 99.94% |
$16.1M - $17.9M
|
253
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
46+ 0.89% |
$1.81K - $2.01K
|
5.19K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
136K+ 1.27% |
$5.35M - $5.95M
|
10.9M
$509M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.51KNew |
$177K - $196K
|
4.51K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-621- 4.71% |
$24.4K - $27.1K
|
12.6K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-223- 42.16% |
$8.75K - $9.73K
|
306
$14.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
383New |
$15K - $16.7K
|
383
$17.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-40- 0.53% |
$1.57K - $1.74K
|
7.5K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
PUT |
4.5KNew |
$177K - $196K
|
4.5K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-234- 0.93% |
$9.19K - $10.2K
|
24.9K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-5.08K- 14.21% |
$199K - $221K
|
30.6K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$200K - $222K
|
5.09K
$238K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$9.82K - $10.9K
|
250
$11.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.51K- 22.73% |
$59.3K - $65.9K
|
5.13K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
109KNew |
$4.26M - $4.73M
|
109K
$5.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.63KNew |
$221K - $246K
|
5.63K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.03K- 28.22% |
$79.5K - $88.3K
|
5.15K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 18.18% |
$7.85K - $8.72K
|
900
$42.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
426+ 189.33% |
$16.7K - $18.6K
|
651
$30.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.06% |
$78.5 - $87.2
|
3.48K
$163K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
123+ 0.4% |
$4.83K - $5.36K
|
30.6K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-1.25K- 4.08% |
$49.1K - $54.5K
|
29.4K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.38K+ 49.77% |
$54.1K - $60.1K
|
4.15K
$194K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-293- 15.08% |
$11.5K - $12.8K
|
1.65K
$77.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
215KNew |
$8.44M - $9.38M
|
215K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.23KNew |
$205K - $228K
|
5.23K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-237Closed |
$9.3K - $10.3K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.85% |
$118 - $131
|
354
$16.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-19- 0.34% |
$746 - $829
|
5.5K
$258K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
7+ 0.09% |
$275 - $305
|
8.1K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-425- 6.47% |
$16.7K - $18.5K
|
6.14K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 0.17% |
$1.3K - $1.44K
|
19.9K
$930K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449New |
$17.6K - $19.6K
|
449
$21K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 23.0% |
$1.81K - $2.01K
|
246
$11.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
230New |
$9.03K - $10K
|
230
$10.8K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-710- 96.86% |
$27.9K - $31K
|
23
$1.08K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$78.5 - $87.2
|
312
$14.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$157 - $174
|
7.86K
$368K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 9.76% |
$157 - $174
|
45
$2.11K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 3.46% |
$7.85K - $8.72K
|
5.59K
$262K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 0.75% |
$470 - $530
|
1.61K
$75.6K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.74K+ 19.02% |
$186K - $209K
|
29.6K
$1.39M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-14.7KClosed |
$576K - $649K
|
0
$0
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
64.8K+ 8.24% |
$2.54M - $2.86M
|
852K
$39.9M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
358+ 328.44% |
$14K - $15.8K
|
467
$21.9K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
95New |
$3.72K - $4.19K
|
95
$4.45K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
20.5K+ 68.56% |
$804K - $905K
|
50.4K
$2.36M
|
|