Purchases and Sales Made in Q1 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
56+ 0.5% |
$2.2K - $2.47K
|
11.1K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
53New |
$2.08K - $2.34K
|
53
$2.3K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 0.9% |
$1.96K - $2.21K
|
5.59K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 0.39% |
$1.92K - $2.16K
|
12.6K
$545K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
49+ 0.89% |
$1.92K - $2.16K
|
5.57K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 0.51% |
$1.92K - $2.16K
|
9.71K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
45+ 0.55% |
$1.76K - $1.99K
|
8.24K
$358K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
45+ 0.51% |
$1.76K - $1.99K
|
8.95K
$388K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
45+ 0.88% |
$1.76K - $1.99K
|
5.14K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45New |
$1.76K - $1.99K
|
45
$1.95K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 3.1% |
$1.69K - $1.9K
|
1.43K
$62.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
40+ 0.82% |
$1.57K - $1.77K
|
4.92K
$214K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39+ 0.79% |
$1.53K - $1.72K
|
4.96K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1.49K - $1.68K
|
38
$1.65K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 0.49% |
$1.25K - $1.41K
|
6.61K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
31+ 0.56% |
$1.22K - $1.37K
|
5.6K
$243K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
26New |
$1.02K - $1.15K
|
26
$1.13K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
26+ 0.27% |
$1.02K - $1.15K
|
9.8K
$425K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24+ 0.37% |
$941 - $1.06K
|
6.54K
$284K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
22+ 0.22% |
$862 - $971
|
9.81K
$425K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 0.59% |
$666 - $751
|
2.88K
$125K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$666 - $751
|
17
$738
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
16+ 0.29% |
$627 - $706
|
5.59K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
16New |
$627 - $706
|
16
$694
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 0.81% |
$510 - $574
|
1.61K
$70K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.07% |
$510 - $574
|
20K
$866K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$470 - $530
|
12
$521
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12+ 0.23% |
$470 - $530
|
5.2K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$470 - $530
|
12
$521
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 0.75% |
$470 - $530
|
1.61K
$70K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
11+ 0.1% |
$431 - $486
|
11.2K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 47.83% |
$431 - $486
|
34
$1.48K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10+ 0.12% |
$392 - $442
|
8.39K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.19% |
$392 - $442
|
5.3K
$230K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10+ 0.16% |
$392 - $442
|
6.09K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.13% |
$353 - $397
|
6.87K
$298K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.78% |
$314 - $353
|
1.03K
$44.9K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.65% |
$314 - $353
|
1.24K
$53.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 9.09% |
$274 - $309
|
84
$3.64K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$274 - $309
|
5.37K
$233K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.85% |
$235 - $265
|
710
$30.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.25% |
$235 - $265
|
2.44K
$106K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6New |
$235 - $265
|
6
$260
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.74% |
$235 - $265
|
351
$15.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.37% |
$196 - $221
|
1.34K
$58.2K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.04% |
$157 - $177
|
11.1K
$480K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.81% |
$157 - $177
|
499
$21.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$118 - $132
|
7.85K
$341K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.98% |
$118 - $132
|
310
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.69% |
$78.4 - $88.3
|
291
$12.6K
|