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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-77- 3.34% |
$3.02K - $3.4K
|
2.23K
$96.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 1.43% |
$3.1K - $3.49K
|
5.43K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-80- 0.52% |
$3.14K - $3.53K
|
15.4K
$668K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-80- 1.59% |
$3.14K - $3.53K
|
4.96K
$215K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-89- 1.62% |
$3.49K - $3.93K
|
5.42K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-95- 0.52% |
$3.72K - $4.19K
|
18.3K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-95- 1.55% |
$3.72K - $4.19K
|
6.02K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-97- 6.51% |
$3.8K - $4.28K
|
1.39K
$60.5K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-99- 0.22% |
$3.88K - $4.37K
|
45.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.7% |
$3.92K - $4.42K
|
5.77K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-106- 25.48% |
$4.16K - $4.68K
|
310
$13.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-110- 3.58% |
$4.31K - $4.86K
|
2.96K
$129K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-110- 1.57% |
$4.31K - $4.86K
|
6.92K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-111- 2.41% |
$4.35K - $4.9K
|
4.49K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-114- 0.71% |
$4.47K - $5.03K
|
15.9K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-120- 0.59% |
$4.7K - $5.3K
|
20.1K
$872K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145- 2.2% |
$5.68K - $6.4K
|
6.45K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-150- 2.21% |
$5.88K - $6.62K
|
6.64K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-154- 30.2% |
$6.04K - $6.8K
|
356
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 3.33% |
$6.31K - $7.11K
|
4.67K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-169- 2.63% |
$6.62K - $7.46K
|
6.26K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-170- 1.87% |
$6.66K - $7.51K
|
8.91K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-172- 0.97% |
$6.74K - $7.59K
|
17.6K
$763K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-174- 50.0% |
$6.82K - $7.68K
|
174
$7.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-176- 2.1% |
$6.9K - $7.77K
|
8.19K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-180- 0.62% |
$7.06K - $7.95K
|
28.9K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-181- 0.51% |
$7.1K - $7.99K
|
35.4K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-182- 23.45% |
$7.13K - $8.04K
|
594
$25.8K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-192- 2.24% |
$7.53K - $8.48K
|
8.38K
$364K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-194- 2.79% |
$7.6K - $8.57K
|
6.75K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-195- 3.7% |
$7.64K - $8.61K
|
5.08K
$220K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-198- 1.01% |
$7.76K - $8.74K
|
19.3K
$839K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-199- 1.36% |
$7.8K - $8.79K
|
14.4K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-200- 3.19% |
$7.84K - $8.83K
|
6.06K
$263K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-202- 2.81% |
$7.92K - $8.92K
|
6.99K
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-214- 2.43% |
$8.39K - $9.45K
|
8.58K
$372K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-234- 0.56% |
$9.17K - $10.3K
|
41.9K
$1.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-238- 1.98% |
$9.33K - $10.5K
|
11.8K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-243- 1.99% |
$9.53K - $10.7K
|
11.9K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-244- 2.65% |
$9.56K - $10.8K
|
8.97K
$389K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-244- 34.71% |
$9.56K - $10.8K
|
459
$19.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-275- 0.15% |
$10.8K - $12.1K
|
181K
$7.85M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-291- 2.85% |
$11.4K - $12.8K
|
9.94K
$431K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-291- 3.08% |
$11.4K - $12.8K
|
9.15K
$397K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-296- 3.46% |
$11.6K - $13.1K
|
8.26K
$358K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300- 0.32% |
$11.8K - $13.2K
|
94.3K
$4.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-302- 4.96% |
$11.8K - $13.3K
|
5.79K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-305- 1.79% |
$12K - $13.5K
|
16.7K
$726K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-306- 2.42% |
$12K - $13.5K
|
12.3K
$535K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-335- 1.99% |
$13.1K - $14.8K
|
16.5K
$716K
|