Purchases and Sales Made in Q2 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
110+ 9.17% |
$4.5K - $5.53K
|
1.31K
$54.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
110+ 0.36% |
$4.5K - $5.53K
|
31K
$1.28M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
108+ 12.59% |
$4.42K - $5.43K
|
966
$39.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
108+ 16.0% |
$4.42K - $5.43K
|
783
$32.3K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
107+ 0.59% |
$4.38K - $5.38K
|
18.3K
$756K
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
105+ 3.73% |
$4.3K - $5.28K
|
2.92K
$121K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
105+ 1.34% |
$4.3K - $5.28K
|
7.92K
$327K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
103+ 1.63% |
$4.21K - $5.18K
|
6.41K
$265K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
102+ 2.04% |
$4.17K - $5.13K
|
5.09K
$210K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
102+ 1.87% |
$4.17K - $5.13K
|
5.55K
$229K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
100+ 5.25% |
$4.09K - $5.03K
|
2.01K
$82.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.26% |
$4.09K - $5.03K
|
8.01K
$331K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
100+ 4.16% |
$4.09K - $5.03K
|
2.51K
$103K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 18.66% |
$4.09K - $5.03K
|
636
$26.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
94+ 1.85% |
$3.85K - $4.72K
|
5.18K
$214K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93New |
$3.8K - $4.67K
|
93
$3.84K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
93+ 1.06% |
$3.8K - $4.67K
|
8.9K
$368K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
91+ 1.37% |
$3.72K - $4.57K
|
6.75K
$279K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
86+ 0.96% |
$3.52K - $4.32K
|
9.04K
$373K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
86New |
$3.52K - $4.32K
|
86
$3.55K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
75+ 41.44% |
$3.07K - $3.77K
|
256
$10.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
75+ 0.28% |
$3.07K - $3.77K
|
26.9K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
74+ 9.83% |
$3.03K - $3.72K
|
827
$34.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
73New |
$2.99K - $3.67K
|
73
$3.02K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
59+ 6.23% |
$2.41K - $2.96K
|
1.01K
$41.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
58+ 0.61% |
$2.37K - $2.91K
|
9.51K
$393K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 47.86% |
$2.29K - $2.81K
|
173
$7.15K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
56+ 0.82% |
$2.29K - $2.81K
|
6.91K
$286K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
56+ 0.4% |
$2.29K - $2.81K
|
14.1K
$582K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
54+ 5.47% |
$2.21K - $2.71K
|
1.04K
$43K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 26.5% |
$2.17K - $2.66K
|
253
$10.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
49+ 9.72% |
$2K - $2.46K
|
553
$22.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
48+ 0.65% |
$1.96K - $2.41K
|
7.46K
$308K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
47+ 174.07% |
$1.92K - $2.36K
|
74
$3.06K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
41+ 0.74% |
$1.68K - $2.06K
|
5.61K
$232K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 3.05% |
$1.64K - $2.01K
|
1.35K
$55.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
37+ 0.61% |
$1.51K - $1.86K
|
6.07K
$251K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.3% |
$1.35K - $1.66K
|
11K
$456K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 1.17% |
$1.35K - $1.66K
|
2.86K
$118K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
32+ 0.29% |
$1.31K - $1.61K
|
11.2K
$464K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 0.69% |
$1.27K - $1.56K
|
4.52K
$187K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.37% |
$1.23K - $1.51K
|
8.11K
$335K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
25+ 0.34% |
$1.02K - $1.26K
|
7.34K
$303K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
25+ 0.24% |
$1.02K - $1.26K
|
10.6K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
24+ 0.11% |
$982 - $1.21K
|
21.8K
$900K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 0.2% |
$982 - $1.21K
|
11.9K
$493K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$777 - $955
|
19
$785
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18New |
$736 - $905
|
18
$744
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 0.32% |
$736 - $905
|
5.65K
$234K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 7.91% |
$695 - $854
|
232
$9.58K
|