Purchases and Sales Made in Q1 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2022. The information is specifically focused on institutions that hold shares of EXELON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
109+ 4.92% |
$4.31K - $5.19K
|
2.32K
$99.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
106+ 1.79% |
$4.19K - $5.05K
|
6.04K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 0.33% |
$4K - $4.81K
|
31.1K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
93+ 9.35% |
$3.68K - $4.43K
|
1.09K
$46.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
91+ 1.81% |
$3.6K - $4.33K
|
5.13K
$220K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 1.8% |
$3.56K - $4.29K
|
5.08K
$218K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
87New |
$3.44K - $4.14K
|
87
$3.73K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
85+ 3.66% |
$3.36K - $4.05K
|
2.41K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
82+ 2.07% |
$3.24K - $3.91K
|
4.04K
$173K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
77+ 1.57% |
$3.05K - $3.67K
|
4.97K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
77+ 2.97% |
$3.05K - $3.67K
|
2.67K
$115K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.88% |
$2.89K - $3.48K
|
8.41K
$361K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
73+ 27.34% |
$2.89K - $3.48K
|
340
$14.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
73+ 1.33% |
$2.89K - $3.48K
|
5.57K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
71+ 8.11% |
$2.81K - $3.38K
|
947
$40.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 0.79% |
$2.77K - $3.33K
|
8.93K
$383K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
68+ 0.34% |
$2.69K - $3.24K
|
20.3K
$872K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
65+ 21.67% |
$2.57K - $3.1K
|
365
$15.7K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
64+ 0.68% |
$2.53K - $3.05K
|
9.45K
$405K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
62+ 5.08% |
$2.45K - $2.95K
|
1.28K
$55K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59+ 41.84% |
$2.33K - $2.81K
|
200
$8.58K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
54+ 0.77% |
$2.14K - $2.57K
|
7.03K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
54+ 4.16% |
$2.14K - $2.57K
|
1.35K
$58K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
54+ 0.73% |
$2.14K - $2.57K
|
7.41K
$318K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
50+ 3.35% |
$1.98K - $2.38K
|
1.54K
$66.2K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.98K - $2.38K
|
50
$2.14K
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
49+ 0.76% |
$1.94K - $2.33K
|
6.51K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
47+ 0.69% |
$1.86K - $2.24K
|
6.86K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$1.7K - $2.05K
|
43
$1.84K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41+ 0.41% |
$1.62K - $1.95K
|
9.95K
$427K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
40+ 0.52% |
$1.58K - $1.91K
|
7.74K
$332K
|
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
40+ 3.27% |
$1.58K - $1.91K
|
1.27K
$54.3K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
38New |
$1.5K - $1.81K
|
38
$1.63K
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37+ 0.76% |
$1.46K - $1.76K
|
4.92K
$211K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
36+ 0.25% |
$1.42K - $1.71K
|
14.6K
$625K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36New |
$1.42K - $1.71K
|
36
$1.54K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 3.33% |
$1.38K - $1.67K
|
1.09K
$46.5K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
34+ 0.76% |
$1.35K - $1.62K
|
4.49K
$193K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.3% |
$1.31K - $1.57K
|
11K
$472K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
32+ 0.71% |
$1.27K - $1.52K
|
4.55K
$195K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31+ 26.72% |
$1.23K - $1.48K
|
147
$6.3K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.16% |
$949 - $1.14K
|
15K
$643K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24+ 15.19% |
$949 - $1.14K
|
182
$7.81K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
22+ 0.78% |
$870 - $1.05K
|
2.83K
$121K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.41% |
$831 - $1K
|
5.09K
$218K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
20New |
$791 - $953
|
20
$858
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.17% |
$712 - $857
|
10.4K
$445K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17+ 0.36% |
$673 - $810
|
4.77K
$205K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 8.6% |
$633 - $762
|
202
$8.66K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 0.19% |
$593 - $714
|
8.08K
$346K
|