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 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.54K+ 7.13% |
$57.6K - $71.8K
|
23.1K
$937K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-77.5K- 99.85% |
$2.9M - $3.62M
|
116
$4.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-63.7K- 87.94% |
$2.39M - $2.98M
|
8.74K
$354K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-30.2K- 62.66% |
$1.13M - $1.41M
|
18K
$729K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-435- 1.4% |
$16.3K - $20.3K
|
30.6K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
14.5KNew |
$543K - $677K
|
14.5K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$11.2K - $14K
|
300
$12.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.65K - $10.8K
|
231
$9.36K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
485+ 1.36% |
$18.2K - $22.6K
|
36.1K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 0.77% |
$337 - $420
|
1.18K
$48K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.56KNew |
$208K - $260K
|
5.56K
$225K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.51KNew |
$94K - $117K
|
2.51K
$102K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-225- 1.26% |
$8.43K - $10.5K
|
17.7K
$716K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4+ 0.36% |
$150 - $187
|
1.12K
$45.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
97.9KNew |
$3.67M - $4.57M
|
97.9K
$3.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
687+ 1.73% |
$25.7K - $32.1K
|
40.3K
$1.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-88- 3.33% |
$3.3K - $4.11K
|
2.55K
$103K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
687New |
$25.7K - $32.1K
|
687
$27.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
112+ 1.74% |
$4.2K - $5.23K
|
6.54K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.84K+ 20.54% |
$144K - $179K
|
22.5K
$914K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.38% |
$412 - $514
|
2.91K
$118K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
485+ 5.63% |
$18.2K - $22.6K
|
9.11K
$369K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.2KNew |
$906K - $1.13M
|
24.2K
$981K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-537- 5.94% |
$20.1K - $25.1K
|
8.5K
$345K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.8KNew |
$105K - $131K
|
2.8K
$114K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
114New |
$4.27K - $5.32K
|
114
$4.62K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-8- 1.32% |
$300 - $374
|
600
$24.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.77KNew |
$253K - $316K
|
6.77K
$274K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-2.5K- 11.16% |
$93.7K - $117K
|
19.9K
$807K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-6.55K- 25.24% |
$245K - $306K
|
19.4K
$786K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-990- 17.33% |
$37.1K - $46.2K
|
4.72K
$192K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.94K+ 76.54% |
$148K - $184K
|
9.08K
$368K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-54- 5.19% |
$2.02K - $2.52K
|
987
$40K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
976+ 5.35% |
$36.6K - $45.6K
|
19.2K
$779K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
143New |
$5.36K - $6.68K
|
143
$5.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.71% |
$112 - $140
|
425
$17.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
38New |
$1.42K - $1.77K
|
38
$1.54K
|
|
| Q2 2022 | |||||||
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18New |
$736 - $905
|
18
$730
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-147Closed |
$6.01K - $7.39K
|
0
$0
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
653+ 1518.6% |
$26.7K - $32.8K
|
696
$28.2K
|
|
|
Oct 28, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
25.7KNew |
$1.05M - $1.29M
|
25.7K
$1.04M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93New |
$3.8K - $4.67K
|
93
$3.77K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-38.6K- 92.16% |
$1.58M - $1.94M
|
3.28K
$133K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$1.76K - $2.16K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
900New |
$36.8K - $45.2K
|
900
$36.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$319K - $392K
|
7.8K
$316K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3K- 37.35% |
$123K - $151K
|
5.03K
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-78.3KClosed |
$3.2M - $3.93M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-835Closed |
$34.2K - $42K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.35KClosed |
$55.4K - $68K
|
0
$0
|
|