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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.69K- 1.29% |
$58.3K - $69.3K
|
129K
$5.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.7K- 12.41% |
$58.5K - $69.6K
|
12K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.71K- 45.98% |
$58.7K - $69.9K
|
2K
$80.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.74K- 45.18% |
$60K - $71.5K
|
2.12K
$84.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.75K- 0.45% |
$60.3K - $71.8K
|
384K
$15.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.78K- 13.39% |
$61.2K - $72.8K
|
11.5K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.84K- 13.74% |
$63.2K - $75.2K
|
11.5K
$461K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.96K- 16.29% |
$67.5K - $80.4K
|
10.1K
$403K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.99K- 12.24% |
$68.4K - $81.4K
|
14.2K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.06K- 22.31% |
$71.1K - $84.6K
|
7.18K
$287K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 9.33% |
$71.5K - $85.1K
|
20.2K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.12K- 47.75% |
$73.2K - $87.1K
|
2.32K
$93K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.14K- 15.8% |
$73.7K - $87.7K
|
11.4K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.2K- 7.51% |
$75.7K - $90.1K
|
27.1K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 16.02% |
$77.4K - $92.1K
|
11.8K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.32K- 5.66% |
$79.9K - $95.1K
|
38.7K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-2.32K- 24.16% |
$80K - $95.2K
|
7.29K
$292K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.34KClosed |
$80.6K - $95.9K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.5K- 26.28% |
$86.1K - $103K
|
7.01K
$281K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.51K- 55.57% |
$86.3K - $103K
|
2K
$80.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 5.06% |
$86.8K - $103K
|
47.3K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.72K- 30.31% |
$93.7K - $112K
|
6.26K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.81K- 11.78% |
$96.7K - $115K
|
21K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 1.04% |
$97.4K - $116K
|
269K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.87K- 26.97% |
$98.8K - $118K
|
7.77K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 5.68% |
$99.6K - $119K
|
48K
$1.92M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.93K- 25.87% |
$101K - $120K
|
8.39K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.08K- 22.87% |
$106K - $126K
|
10.4K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.15KClosed |
$109K - $129K
|
0
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.17K- 21.42% |
$109K - $130K
|
11.6K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-3.24K- 29.4% |
$112K - $133K
|
7.78K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.25K- 2.19% |
$112K - $133K
|
145K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.27K- 12.46% |
$113K - $134K
|
23K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.33K- 9.56% |
$115K - $137K
|
31.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.35K- 25.55% |
$116K - $137K
|
9.77K
$391K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.45K- 12.47% |
$119K - $142K
|
24.2K
$969K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.86K- 4.33% |
$133K - $158K
|
85.3K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.88K- 3.13% |
$134K - $159K
|
120K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 14.06% |
$134K - $159K
|
23.8K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.94K- 3.47% |
$136K - $162K
|
110K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.97K- 17.11% |
$137K - $163K
|
19.2K
$768K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.97K- 0.71% |
$137K - $163K
|
558K
$22.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.03K- 20.7% |
$139K - $165K
|
15.5K
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.2K- 2.67% |
$145K - $172K
|
153K
$6.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.2K- 8.12% |
$145K - $172K
|
47.6K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.5K- 43.3% |
$155K - $184K
|
5.89K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.52K- 1.84% |
$156K - $185K
|
242K
$9.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.71K- 2.74% |
$162K - $193K
|
167K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.84K- 21.18% |
$167K - $198K
|
18K
$720K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.9K- 39.37% |
$169K - $201K
|
7.55K
$302K
|