Purchases and Sales Made in Q2 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.23KNew |
$205K - $228K
|
5.23K
$209K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.22K+ 1273.17% |
$205K - $228K
|
5.63K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$200K - $222K
|
5.09K
$203K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5.02KNew |
$197K - $219K
|
5.02K
$201K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
5KNew |
$196K - $218K
|
5K
$200K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.99KNew |
$196K - $218K
|
4.99K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.95KNew |
$194K - $216K
|
4.95K
$198K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 82.56% |
$185K - $205K
|
10.4K
$416K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.52K+ 1.74% |
$177K - $197K
|
264K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.51KNew |
$177K - $196K
|
4.51K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 4.74% |
$172K - $191K
|
97K
$3.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.28K+ 9.6% |
$168K - $187K
|
48.9K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.18K+ 16.26% |
$164K - $182K
|
29.9K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.93K+ 12.93% |
$154K - $171K
|
34.3K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.91K+ 15.04% |
$153K - $170K
|
29.9K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.75K+ 77.32% |
$147K - $164K
|
8.6K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.72K+ 17.28% |
$146K - $162K
|
25.3K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.67K+ 13.46% |
$144K - $160K
|
30.9K
$1.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.5KNew |
$138K - $153K
|
3.5K
$140K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.49K+ 13.54% |
$137K - $152K
|
29.3K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.45K+ 12.57% |
$135K - $150K
|
30.9K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.42K+ 3.65% |
$134K - $149K
|
97K
$3.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.35K+ 56.84% |
$132K - $146K
|
9.25K
$370K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.15KNew |
$124K - $137K
|
3.15K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.05K+ 26.64% |
$120K - $133K
|
14.5K
$579K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.97K+ 23.96% |
$117K - $130K
|
15.4K
$615K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.91K+ 0.32% |
$114K - $127K
|
900K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.47K+ 3.12% |
$97.1K - $108K
|
81.8K
$3.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.46K+ 37.8% |
$96.4K - $107K
|
8.95K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.43K+ 12.99% |
$95.6K - $106K
|
21.2K
$847K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41K+ 34.64% |
$94.6K - $105K
|
9.36K
$375K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.35K+ 6.44% |
$92.1K - $102K
|
38.8K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.32K+ 18.55% |
$90.9K - $101K
|
14.8K
$592K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.3K+ 5.0% |
$90.3K - $100K
|
48.3K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.29K+ 5.67% |
$90K - $100K
|
42.7K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.18K+ 8.35% |
$85.5K - $94.9K
|
28.2K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.17K+ 0.03% |
$85.2K - $94.6K
|
7.22M
$289M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.15K+ 76.11% |
$84.6K - $93.9K
|
4.98K
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 137.72% |
$76.8K - $85.3K
|
3.38K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.94K+ 1.22% |
$76.2K - $84.6K
|
161K
$6.43M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.92K+ 1.32% |
$75.5K - $83.9K
|
147K
$5.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.87K+ 4.52% |
$73.6K - $81.7K
|
43.3K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.77K+ 21.63% |
$69.5K - $77.2K
|
9.96K
$398K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.73KNew |
$67.7K - $75.2K
|
1.73K
$69K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.72K+ 29.23% |
$67.6K - $75.1K
|
7.61K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.57K+ 16.17% |
$61.7K - $68.5K
|
11.3K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.56K+ 29.19% |
$61.2K - $67.9K
|
6.9K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.54K+ 7.16% |
$60.6K - $67.3K
|
23.1K
$924K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.5K+ 9.07% |
$58.9K - $65.4K
|
18K
$722K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.48K+ 0.93% |
$58.2K - $64.6K
|
161K
$6.44M
|