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 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.01K- 3.74% |
$39.6K - $44.5K
|
26K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 2.34% |
$40.3K - $45.4K
|
42.9K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 7.6% |
$41K - $46.2K
|
12.7K
$552K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.06K- 5.0% |
$41.7K - $47K
|
20.2K
$876K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.07K- 10.23% |
$42.1K - $47.4K
|
9.43K
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 9.87% |
$43.1K - $48.6K
|
10K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 9.05% |
$44K - $49.5K
|
11.3K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.15K- 13.34% |
$44.9K - $50.6K
|
7.45K
$323K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.17K- 11.35% |
$46K - $51.8K
|
9.17K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 17.84% |
$49.5K - $55.8K
|
5.82K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.27K- 4.69% |
$49.6K - $55.9K
|
25.7K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.47K- 4.71% |
$57.7K - $65K
|
29.8K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.48K- 2.31% |
$57.8K - $65.1K
|
62.3K
$2.7M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.16% |
$58.8K - $66.2K
|
46K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.54K- 13.79% |
$60.5K - $68.1K
|
9.64K
$418K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.63K- 16.28% |
$63.8K - $71.9K
|
8.37K
$363K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.67K- 56.58% |
$65.4K - $73.6K
|
1.28K
$55.5K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 59.13% |
$67.9K - $76.5K
|
1.2K
$51.9K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.75K- 1.19% |
$68.6K - $77.3K
|
145K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.86K- 14.11% |
$72.8K - $81.9K
|
11.3K
$490K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.94K- 99.9% |
$76.1K - $85.7K
|
2
$86.8
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.96K- 23.08% |
$76.9K - $86.7K
|
6.54K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 1.54% |
$77.5K - $87.3K
|
126K
$5.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.11K- 6.47% |
$82.7K - $93.1K
|
30.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.26K- 3.51% |
$88.5K - $99.7K
|
62.1K
$2.69M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.42K- 2.25% |
$95K - $107K
|
105K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.43K- 20.27% |
$95.4K - $107K
|
9.58K
$415K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.47K- 16.55% |
$97K - $109K
|
12.5K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.55K- 7.45% |
$99.8K - $112K
|
31.6K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.59K- 26.9% |
$101K - $114K
|
7.03K
$305K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 22.28% |
$104K - $118K
|
9.3K
$403K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.75K- 10.77% |
$108K - $121K
|
22.8K
$988K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.85K- 16.13% |
$112K - $126K
|
14.8K
$643K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 32.47% |
$115K - $130K
|
6.11K
$265K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.95K- 4.51% |
$116K - $130K
|
62.5K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.98K- 11.88% |
$117K - $131K
|
22.1K
$958K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 67.54% |
$117K - $132K
|
1.43K
$62.1K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.03K- 51.7% |
$119K - $134K
|
2.83K
$123K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.07K- 1.18% |
$120K - $136K
|
256K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.11K- 10.01% |
$122K - $137K
|
28K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.2K- 2.77% |
$125K - $141K
|
112K
$4.88M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.23K- 20.18% |
$127K - $143K
|
12.8K
$554K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.28K- 1.63% |
$129K - $145K
|
198K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.32K- 46.95% |
$130K - $147K
|
3.75K
$163K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.32K- 8.32% |
$130K - $147K
|
36.6K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.42K- 38.86% |
$134K - $151K
|
5.38K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.45K- 5.57% |
$135K - $152K
|
58.5K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.66K- 12.53% |
$144K - $162K
|
25.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.67K- 2.49% |
$144K - $162K
|
144K
$6.23M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.67K- 2.15% |
$144K - $162K
|
167K
$7.25M
|