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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2019
Q2 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
12KNew |
$407K - $436K
|
12K
$551K
|
|
| Q1 2019 | |||||||
|
Nov 09, 2023
Q1 2019
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.5K+ 100.0% |
$47.1K - $54.2K
|
3K
$138K
|
|
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-40- 0.97% |
$1.26K - $1.45K
|
4.09K
$188K
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-632Closed |
$19.9K - $22.8K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-34Closed |
$1.07K - $1.23K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$44K - $50.6K
|
1.4K
$64.3K
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-15Closed |
$471 - $542
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-3.16KClosed |
$99.3K - $114K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$224K - $258K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bell Bank
|
SELL
|
- |
-72.4KClosed |
$2.28M - $2.62M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.55KClosed |
$143K - $164K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-250Closed |
$7.86K - $9.04K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
CALL |
-1KClosed |
$31.4K - $36.2K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-15Closed |
$471 - $542
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.2KClosed |
$195K - $224K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
900New |
$28.3K - $32.5K
|
900
$41.3K
|
|
|
May 08, 2019
Q1 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-400Closed |
$12.6K - $14.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Keystone Financial Group
|
SELL
|
- |
-4.49KClosed |
$141K - $162K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.72KClosed |
$148K - $171K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.05KClosed |
$33.1K - $38.1K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Xr Securities LLC
|
SELL
|
CALL |
-13.1KClosed |
$412K - $474K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 29, 2020
Q4 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$6.1K - $6.71K
|
200
$9.19K
|
|
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$15.2K - $16.8K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-4.9KClosed |
$149K - $165K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-38.6KClosed |
$1.18M - $1.3M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8.5KNew |
$259K - $285K
|
8.5K
$390K
|
|
|
Feb 14, 2019
Q4 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5.8KClosed |
$177K - $195K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Srb Corp
Boston, MA |
SELL
|
- |
-12.5KClosed |
$381K - $420K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
22.7KNew |
$693K - $763K
|
22.7K
$1.04M
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-314Closed |
$9.57K - $10.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-253Closed |
$7.71K - $8.49K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.45KClosed |
$197K - $216K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-325Closed |
$9.91K - $10.9K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11KClosed |
$334K - $368K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-50Closed |
$1.52K - $1.68K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-771Closed |
$23.5K - $25.9K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.23KClosed |
$68.1K - $75K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07KClosed |
$91.1K - $97.7K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.6KClosed |
$314K - $337K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
89.7KNew |
$2.66M - $2.86M
|
89.7K
$4.12M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.73KClosed |
$80.9K - $86.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-147Closed |
$4.36K - $4.68K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-18KClosed |
$534K - $572K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-301Closed |
$8.93K - $9.58K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-202Closed |
$6K - $6.43K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-5.72KClosed |
$170K - $182K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-305Closed |
$9.05K - $9.71K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.1KClosed |
$151K - $162K
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-66Closed |
$1.96K - $2.1K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Mc Adam, LLC
|
SELL
|
- |
-500Closed |
$14.8K - $15.9K
|
0
$0
|
|