Purchases and Sales Made in Q4 2023 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-38- 48.72% |
$1.31K - $1.56K
|
40
$1.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43- 0.02% |
$1.48K - $1.76K
|
177K
$7.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-48- 0.81% |
$1.65K - $1.97K
|
5.88K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.56% |
$1.72K - $2.05K
|
8.91K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 43.86% |
$1.72K - $2.05K
|
64
$2.56K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-50- 68.49% |
$1.72K - $2.05K
|
23
$920
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-50- 0.22% |
$1.72K - $2.05K
|
22.8K
$910K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-58- 0.44% |
$2K - $2.38K
|
13.3K
$530K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-59- 0.98% |
$2.03K - $2.42K
|
5.97K
$239K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-64- 17.58% |
$2.2K - $2.62K
|
300
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-66- 1.04% |
$2.27K - $2.71K
|
6.27K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-70- 0.62% |
$2.41K - $2.87K
|
11.3K
$452K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-74- 8.76% |
$2.55K - $3.03K
|
771
$30.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-75- 0.1% |
$2.58K - $3.08K
|
78.3K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-80- 3.06% |
$2.76K - $3.28K
|
2.54K
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-80- 0.47% |
$2.76K - $3.28K
|
16.9K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-82- 3.74% |
$2.82K - $3.36K
|
2.11K
$84.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-90- 0.98% |
$3.1K - $3.69K
|
9.11K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-90- 6.8% |
$3.1K - $3.69K
|
1.23K
$49.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-90- 5.26% |
$3.1K - $3.69K
|
1.62K
$64.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-91- 7.81% |
$3.13K - $3.73K
|
1.07K
$43K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-95- 2.57% |
$3.27K - $3.9K
|
3.61K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-96- 1.44% |
$3.31K - $3.94K
|
6.57K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.04% |
$3.34K - $3.98K
|
218K
$8.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-98- 1.69% |
$3.38K - $4.02K
|
5.71K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-99- 1.16% |
$3.41K - $4.06K
|
8.43K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 2.24% |
$3.45K - $4.1K
|
4.37K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-102- 1.53% |
$3.51K - $4.18K
|
6.57K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-108- 1.09% |
$3.72K - $4.43K
|
9.79K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-109- 0.05% |
$3.76K - $4.47K
|
205K
$8.22M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-109- 0.6% |
$3.76K - $4.47K
|
18.1K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-110- 1.74% |
$3.79K - $4.51K
|
6.22K
$249K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-118- 2.04% |
$4.07K - $4.84K
|
5.65K
$226K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-119- 3.62% |
$4.1K - $4.88K
|
3.17K
$127K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-120- 2.01% |
$4.13K - $4.92K
|
5.86K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 33.7% |
$4.27K - $5.08K
|
244
$9.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-132- 1.04% |
$4.55K - $5.41K
|
12.6K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-133- 91.1% |
$4.58K - $5.45K
|
13
$520
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-141- 1.55% |
$4.86K - $5.78K
|
8.96K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-143- 4.39% |
$4.93K - $5.86K
|
3.12K
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-143- 0.87% |
$4.93K - $5.86K
|
16.2K
$648K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-145- 1.48% |
$5K - $5.95K
|
9.63K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-146- 1.32% |
$5.03K - $5.99K
|
10.9K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-155- 0.5% |
$5.34K - $6.36K
|
31K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-159- 19.51% |
$5.48K - $6.52K
|
656
$26.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-161- 1.11% |
$5.55K - $6.6K
|
14.4K
$574K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-179- 0.38% |
$6.17K - $7.34K
|
46.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-194- 2.98% |
$6.68K - $7.95K
|
6.31K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 10.81% |
$6.89K - $8.2K
|
1.65K
$66K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 2.3% |
$7.06K - $8.41K
|
8.72K
$349K
|