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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
695New |
$24.1K - $26.9K
|
695
$31.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
500New |
$17.3K - $19.4K
|
500
$23K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
388+ 1.64% |
$13.4K - $15K
|
24K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
379New |
$13.1K - $14.7K
|
379
$17.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
329+ 135.39% |
$11.4K - $12.7K
|
572
$26.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
262New |
$9.07K - $10.1K
|
262
$12K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
257New |
$8.89K - $9.95K
|
257
$11.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.92K - $7.75K
|
200
$9.19K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
150New |
$5.19K - $5.81K
|
150
$6.89K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
92+ 3.5% |
$3.18K - $3.56K
|
2.72K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
83New |
$2.87K - $3.21K
|
83
$3.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
80+ 0.9% |
$2.77K - $3.1K
|
8.97K
$412K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
70New |
$2.42K - $2.71K
|
70
$3.22K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
65New |
$2.25K - $2.52K
|
65
$2.99K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
64New |
$2.22K - $2.48K
|
64
$2.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1K - $1.12K
|
29
$1.33K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.41% |
$69.2 - $77.5
|
492
$22.6K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$8.41M - $9.39M
|
250K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50K+ 548.76% |
$1.68M - $1.88M
|
59.1K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.9KNew |
$939K - $1.05M
|
27.9K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21.9KNew |
$737K - $824K
|
21.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 33.61% |
$483K - $540K
|
57.1K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
14.1KNew |
$474K - $530K
|
14.1K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$365K - $408K
|
10.8K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.66KNew |
$291K - $325K
|
8.66K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
8.34KNew |
$280K - $313K
|
8.34K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.23KNew |
$277K - $309K
|
8.23K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.97K+ 2282.23% |
$268K - $299K
|
8.31K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
6.4KNew |
$215K - $240K
|
6.4K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$206K - $230K
|
6.12K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
5.52KNew |
$185K - $207K
|
5.52K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$179K - $200K
|
5.33K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.52K+ 19.9% |
$84.7K - $94.7K
|
15.2K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 1.92% |
$24.1K - $26.9K
|
38K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$23.5K - $26.3K
|
700
$32.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
310+ 2.15% |
$10.4K - $11.6K
|
14.7K
$677K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232New |
$7.8K - $8.72K
|
232
$10.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230New |
$7.73K - $8.64K
|
230
$10.6K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
199New |
$6.69K - $7.48K
|
199
$9.14K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.98% |
$5.72K - $6.39K
|
17.5K
$803K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.04K - $5.64K
|
150
$6.89K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
93New |
$3.13K - $3.49K
|
93
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34+ 0.23% |
$1.14K - $1.28K
|
14.5K
$667K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$1.38K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.42% |
$908 - $1.01K
|
6.39K
$293K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$303 - $338
|
9
$413
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$134 - $150
|
4
$184
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$67.2 - $75.1
|
2
$91.9
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
475K+ 26.7% |
$16.4M - $19.5M
|
2.25M
$104M
|
|