Purchases and Sales Made in Q4 2022 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
760+ 13.09% |
$27K - $32.9K
|
6.57K
$271K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
750New |
$26.7K - $32.4K
|
750
$31K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
744+ 8.92% |
$26.4K - $32.2K
|
9.09K
$375K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
730+ 2.57% |
$25.9K - $31.6K
|
29.1K
$1.2M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
726+ 30.02% |
$25.8K - $31.4K
|
3.14K
$130K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
705+ 13.18% |
$25.1K - $30.5K
|
6.05K
$250K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
700+ 2800.0% |
$24.9K - $30.3K
|
725
$29.9K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
660New |
$23.5K - $28.5K
|
660
$27.3K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
625+ 4.99% |
$22.2K - $27K
|
13.2K
$543K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
620+ 15.33% |
$22K - $26.8K
|
4.67K
$193K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
618+ 3.63% |
$22K - $26.7K
|
17.6K
$728K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
612+ 263.79% |
$21.8K - $26.5K
|
844
$34.9K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
605+ 10.7% |
$21.5K - $26.2K
|
6.26K
$259K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
599+ 8.66% |
$21.3K - $25.9K
|
7.52K
$311K
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
582+ 0.37% |
$20.7K - $25.2K
|
159K
$6.55M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
578+ 462.4% |
$20.5K - $25K
|
703
$29K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
567+ 15.76% |
$20.2K - $24.5K
|
4.17K
$172K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
562+ 3.45% |
$20K - $24.3K
|
16.8K
$695K
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
552New |
$19.6K - $23.9K
|
552
$22.8K
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 0.13% |
$17.8K - $21.6K
|
386K
$15.9M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
500New |
$17.8K - $21.6K
|
500
$20.7K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
499+ 1.71% |
$17.7K - $21.6K
|
29.7K
$1.23M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 11.18% |
$17.3K - $21K
|
4.83K
$200K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
484New |
$17.2K - $20.9K
|
484
$20K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
480+ 5.99% |
$17.1K - $20.8K
|
8.49K
$351K
|
|
Feb 01, 2023
Q4 2022
|
Ninepoint Partners LP
|
BUY
|
- |
429+ 2.32% |
$15.2K - $18.5K
|
18.9K
$782K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
426+ 1.25% |
$15.1K - $18.4K
|
34.5K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
424+ 4.82% |
$15.1K - $18.3K
|
9.21K
$381K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
422New |
$15K - $18.2K
|
422
$17.4K
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
415+ 0.17% |
$14.7K - $17.9K
|
242K
$10M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
409+ 0.29% |
$14.5K - $17.7K
|
140K
$5.8M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 133.33% |
$14.2K - $17.3K
|
700
$28.9K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
400+ 7.33% |
$14.2K - $17.3K
|
5.86K
$242K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
400+ 4.32% |
$14.2K - $17.3K
|
9.66K
$399K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 6.63% |
$14.2K - $17.3K
|
6.43K
$266K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
400+ 3.43% |
$14.2K - $17.3K
|
12K
$498K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
400+ 10000.0% |
$14.2K - $17.3K
|
404
$16.7K
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
393+ 4.4% |
$14K - $17K
|
9.32K
$385K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
393+ 4.4% |
$14K - $17K
|
9.32K
$385K
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
387+ 3.01% |
$13.8K - $16.7K
|
13.3K
$548K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
376+ 1.41% |
$13.4K - $16.3K
|
27K
$1.11M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
355+ 4.35% |
$12.6K - $15.3K
|
8.52K
$352K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
348New |
$12.4K - $15K
|
348
$14.4K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
347+ 4.65% |
$12.3K - $15K
|
7.8K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
340+ 0.44% |
$12.1K - $14.7K
|
78K
$3.22M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
339+ 2.37% |
$12K - $14.7K
|
14.6K
$604K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
331+ 3.05% |
$11.8K - $14.3K
|
11.2K
$462K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
297+ 0.92% |
$10.6K - $12.8K
|
32.6K
$1.35M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
294+ 3.07% |
$10.4K - $12.7K
|
9.88K
$408K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
293+ 17.76% |
$10.4K - $12.7K
|
1.94K
$80.3K
|