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 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 0.66% |
$655 - $804
|
2.42K
$97K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 0.18% |
$655 - $804
|
8.94K
$358K
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
16+ 3.17% |
$655 - $804
|
521
$20.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 41.67% |
$614 - $754
|
51
$2.04K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
14+ 0.31% |
$573 - $704
|
4.54K
$182K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.46% |
$532 - $653
|
2.83K
$113K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
13+ 0.03% |
$532 - $653
|
40.8K
$1.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 0.78% |
$491 - $603
|
1.56K
$62.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.38% |
$450 - $553
|
2.9K
$116K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
11New |
$450 - $553
|
11
$440
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 0.69% |
$327 - $402
|
1.17K
$47K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.1% |
$327 - $402
|
8.36K
$335K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.11% |
$327 - $402
|
7.08K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.7% |
$286 - $352
|
1.01K
$40.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
7+ 1.72% |
$286 - $352
|
415
$16.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5+ 0.73% |
$205 - $251
|
693
$27.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5+ 0.07% |
$205 - $251
|
7.21K
$288K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.01% |
$205 - $251
|
47.1K
$1.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.21% |
$205 - $251
|
2.42K
$96.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$164 - $201
|
3.45K
$138K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$123 - $151
|
858
$34.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.88% |
$123 - $151
|
343
$13.7K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.62% |
$123 - $151
|
487
$19.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.21% |
$81.8 - $101
|
938
$37.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.49% |
$81.8 - $101
|
414
$16.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$40.9 - $50.3
|
31.7K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$40.9 - $50.3
|
4.46K
$178K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.06% |
$40.9 - $50.3
|
1.66K
$66.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.68% |
$40.9 - $50.3
|
148
$5.92K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.01% |
$40.9 - $50.3
|
10.1K
$405K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.83% |
$40.9 - $50.3
|
119
$4.76K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3- 0.05% |
$123 - $151
|
5.51K
$220K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3- 0.06% |
$123 - $151
|
4.77K
$191K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.11% |
$205 - $251
|
4.55K
$182K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 0.86% |
$245 - $302
|
692
$27.7K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7- 0.3% |
$286 - $352
|
2.36K
$94.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8- 0.11% |
$327 - $402
|
7.31K
$292K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.13% |
$368 - $452
|
7.05K
$282K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 0.18% |
$450 - $553
|
6.01K
$240K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-20Closed |
$818 - $1.01K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-20- 0.29% |
$818 - $1.01K
|
6.85K
$274K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-21- 8.86% |
$859 - $1.06K
|
216
$8.64K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-22- 0.42% |
$900 - $1.11K
|
5.24K
$210K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-26- 0.03% |
$1.06K - $1.31K
|
78K
$3.12M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 1.24% |
$1.1K - $1.36K
|
2.16K
$86.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-27- 0.19% |
$1.1K - $1.36K
|
14.4K
$578K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-28- 0.21% |
$1.15K - $1.41K
|
13.1K
$522K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-32- 1.2% |
$1.31K - $1.61K
|
2.64K
$106K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-35- 0.22% |
$1.43K - $1.76K
|
15.7K
$629K
|