Latest Institutional Purchases of Exelon Corp (EXC)
This list provides information on the latest institutional transactions involving Exelon Corp (EXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
718+ 12.5% |
$26K - $29.4K
|
6.46K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
627+ 9.72% |
$22.7K - $25.7K
|
7.08K
$325K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
561+ 2.63% |
$20.3K - $23K
|
21.9K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$18.8K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
396New |
$14.3K - $16.2K
|
396
$18.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
389+ 7.34% |
$14.1K - $15.9K
|
5.69K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
327+ 8175.0% |
$11.8K - $13.4K
|
331
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$12.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
244New |
$8.84K - $10K
|
244
$11.2K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
210New |
$7.61K - $8.6K
|
210
$9.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
204New |
$7.39K - $8.36K
|
204
$9.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$7.24K - $8.19K
|
200
$9.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
155+ 77.5% |
$5.61K - $6.35K
|
355
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136New |
$4.93K - $5.57K
|
136
$6.25K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
111New |
$4.02K - $4.55K
|
111
$5.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.62K - $4.1K
|
100
$4.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
84+ 1.0% |
$3.04K - $3.44K
|
8.52K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
58+ 241.67% |
$2.1K - $2.38K
|
82
$3.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$1.81K - $2.05K
|
50
$2.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$1.16K - $1.31K
|
32
$1.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 14.61% |
$1.16K - $1.31K
|
251
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
29New |
$1.05K - $1.19K
|
29
$1.33K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
21New |
$761 - $860
|
21
$965
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$724 - $819
|
20
$919
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$724 - $819
|
20
$919
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19+ 63.33% |
$688 - $778
|
49
$2.25K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
18New |
$652 - $737
|
18
$827
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$290 - $328
|
760
$34.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
4+ 9.3% |
$145 - $164
|
47
$2.16K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.99% |
$109 - $123
|
305
$14K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
270KNew |
$9.24M - $10.9M
|
270K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
177KNew |
$6.07M - $7.19M
|
177K
$8.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
149KNew |
$5.1M - $6.04M
|
149K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
137KNew |
$4.68M - $5.54M
|
137K
$6.28M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
131K+ 213.45% |
$4.47M - $5.3M
|
192K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
103KNew |
$3.52M - $4.17M
|
103K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
75KNew |
$2.57M - $3.04M
|
75K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
50.5KNew |
$1.73M - $2.05M
|
50.5K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
30.8K+ 195.67% |
$1.06M - $1.25M
|
46.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14KNew |
$481K - $570K
|
14K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3K+ 13.92% |
$456K - $539K
|
109K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
12.9K+ 65.15% |
$442K - $523K
|
32.7K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
11.8K+ 8.27% |
$405K - $479K
|
155K
$7.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
11KNew |
$377K - $446K
|
11K
$505K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.91KNew |
$339K - $402K
|
9.91K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
9.88KNew |
$338K - $401K
|
9.88K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.76KNew |
$300K - $355K
|
8.76K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.77KNew |
$266K - $315K
|
7.77K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.35KNew |
$218K - $258K
|
6.35K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.25KNew |
$214K - $253K
|
6.25K
$287K
|
|