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 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
281+ 1.3% |
$9.99K - $12.1K
|
21.8K
$873K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
281New |
$9.99K - $12.1K
|
281
$11.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
279+ 28.3% |
$9.92K - $12.1K
|
1.27K
$50.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
268+ 243.64% |
$9.52K - $11.6K
|
378
$15.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
265+ 48.18% |
$9.42K - $11.5K
|
815
$32.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
258New |
$9.17K - $11.2K
|
258
$10.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
258+ 0.61% |
$9.17K - $11.2K
|
42.6K
$1.7M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
256+ 1347.37% |
$9.1K - $11.1K
|
275
$11K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 8.04% |
$8.99K - $10.9K
|
3.4K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
252+ 12.61% |
$8.96K - $10.9K
|
2.25K
$90K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246New |
$8.74K - $10.6K
|
246
$9.84K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
240+ 2.71% |
$8.53K - $10.4K
|
9.09K
$364K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
235+ 47.0% |
$8.35K - $10.2K
|
735
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
214New |
$7.61K - $9.25K
|
214
$8.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
212+ 0.86% |
$7.53K - $9.16K
|
25K
$999K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
203+ 1.49% |
$7.21K - $8.78K
|
13.8K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 30.09% |
$7.14K - $8.69K
|
869
$34.8K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 17.79% |
$7.11K - $8.65K
|
1.32K
$53K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
199New |
$7.07K - $8.6K
|
199
$7.96K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
188+ 1.07% |
$6.68K - $8.13K
|
17.8K
$710K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
184+ 6.93% |
$6.54K - $7.95K
|
2.84K
$114K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
183+ 1.53% |
$6.5K - $7.91K
|
12.1K
$485K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
182+ 1.16% |
$6.47K - $7.87K
|
15.8K
$632K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
176New |
$6.26K - $7.61K
|
176
$7.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 3.48% |
$6.15K - $7.48K
|
5.14K
$206K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
169+ 1.82% |
$6.01K - $7.31K
|
9.44K
$378K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
165New |
$5.86K - $7.13K
|
165
$6.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
163New |
$5.79K - $7.05K
|
163
$6.52K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
163+ 0.56% |
$5.79K - $7.05K
|
29.2K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
142+ 1.0% |
$5.05K - $6.14K
|
14.4K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
140+ 2.64% |
$4.98K - $6.05K
|
5.44K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
135+ 26.47% |
$4.8K - $5.84K
|
645
$25.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
134New |
$4.76K - $5.79K
|
134
$5.36K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
128+ 4.54% |
$4.55K - $5.53K
|
2.95K
$118K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
127New |
$4.51K - $5.49K
|
127
$5.08K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 1.11% |
$4.3K - $5.23K
|
11K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
110New |
$3.91K - $4.76K
|
110
$4.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
109+ 2.02% |
$3.87K - $4.71K
|
5.51K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
106+ 0.76% |
$3.77K - $4.58K
|
14.1K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
104+ 0.44% |
$3.7K - $4.5K
|
23.7K
$950K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$3.55K - $4.32K
|
100
$4K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97+ 79.51% |
$3.45K - $4.19K
|
219
$8.76K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
97+ 1.36% |
$3.45K - $4.19K
|
7.23K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94+ 7.77% |
$3.34K - $4.06K
|
1.3K
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
89New |
$3.16K - $3.85K
|
89
$3.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
88New |
$3.13K - $3.8K
|
88
$3.52K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
86+ 0.47% |
$3.06K - $3.72K
|
18.3K
$732K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82+ 4.56% |
$2.91K - $3.54K
|
1.88K
$75.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
81+ 0.04% |
$2.88K - $3.5K
|
224K
$8.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
79+ 1.23% |
$2.81K - $3.42K
|
6.5K
$260K
|