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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.21KNew |
$75K - $91.1K
|
2.21K
$88.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
586New |
$19.9K - $24.1K
|
586
$23.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200New |
$6.79K - $8.24K
|
200
$8K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
179New |
$6.07K - $7.37K
|
179
$7.16K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
152New |
$5.16K - $6.26K
|
152
$6.08K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
100New |
$3.39K - $4.12K
|
100
$4K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
87New |
$2.95K - $3.58K
|
87
$3.48K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$1.36K - $1.65K
|
40
$1.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25New |
$848 - $1.03K
|
25
$1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$679 - $824
|
20
$800
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$150K - $171K
|
4.7K
$188K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.52KNew |
$112K - $128K
|
3.52K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
222New |
$7.09K - $8.05K
|
222
$8.88K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 40.0% |
$6.39K - $7.25K
|
700
$28K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.7KNew |
$421K - $460K
|
13.7K
$548K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.85KNew |
$241K - $264K
|
7.85K
$314K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$1.6K - $1.75K
|
52
$2.08K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$13.8M - $15.6M
|
500K
$20M
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$275K - $312K
|
10K
$400K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$5.51K - $6.24K
|
200
$8K
|
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
79New |
$2.17K - $2.47K
|
79
$3.16K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
556KNew |
$14.2M - $17.4M
|
556K
$22.2M
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
396KNew |
$10.1M - $12.4M
|
396K
$15.9M
|
|
|
Feb 17, 2021
Q4 2020
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.42KNew |
$139K - $170K
|
5.42K
$217K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.58KNew |
$40.3K - $49.3K
|
1.58K
$63K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
812New |
$20.8K - $25.4K
|
812
$32.5K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$23.4K - $29.9K
|
1K
$40K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jet Capital Investors L P
New York, NY |
BUY
|
CALL |
350KNew |
$7.48M - $12.6M
|
350K
$14M
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
132K+ 343.86% |
$2.82M - $4.73M
|
170K
$6.8M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
326New |
$6.97K - $11.7K
|
326
$13K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$6.25M - $6.91M
|
200K
$8M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
270New |
$8.44K - $9.33K
|
270
$10.8K
|
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250New |
$7.82K - $8.64K
|
250
$10K
|
|
| Q3 2019 | |||||||
|
Mar 11, 2024
Q3 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
365+ 6.61% |
$11.6K - $12.9K
|
5.89K
$236K
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
12KNew |
$407K - $436K
|
12K
$480K
|
|
| Q1 2019 | |||||||
|
Nov 09, 2023
Q1 2019
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.5K+ 100.0% |
$47.1K - $54.2K
|
3K
$120K
|
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$44K - $50.6K
|
1.4K
$56K
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
900New |
$28.3K - $32.5K
|
900
$36K
|
|
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
405New |
$12.7K - $14.6K
|
405
$16.2K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
22.7KNew |
$693K - $763K
|
22.7K
$909K
|
|
|
Feb 14, 2019
Q4 2018
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8.5KNew |
$259K - $285K
|
8.5K
$340K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250New |
$7.62K - $8.39K
|
250
$10K
|
|
|
Jan 29, 2020
Q4 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$6.1K - $6.71K
|
200
$8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
89.7KNew |
$2.66M - $2.86M
|
89.7K
$3.59M
|
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
3New |
$89 - $95.5
|
3
$120
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
201New |
$5.41K - $6.11K
|
201
$8.04K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
11.8KNew |
$317K - $356K
|
11.8K
$470K
|
|
|
Feb 20, 2018
Q4 2017
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.69KNew |
$45.7K - $51.2K
|
1.69K
$67.7K
|
|
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30New |
$810 - $907
|
30
$1.2K
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
10.2KNew |
$269K - $281K
|
10.2K
$408K
|
|