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 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.18KNew |
$247K - $294K
|
7.18K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.8KNew |
$234K - $279K
|
6.8K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.79KNew |
$234K - $278K
|
6.79K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.66K+ 36.46% |
$230K - $273K
|
24.9K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.5K+ 13.27% |
$224K - $267K
|
55.5K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.28KNew |
$216K - $257K
|
6.28K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
6.17KNew |
$213K - $253K
|
6.17K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.13KNew |
$211K - $251K
|
6.13K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.04KNew |
$208K - $247K
|
6.04K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.01KNew |
$207K - $246K
|
6.01K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.9K+ 5.31% |
$203K - $242K
|
117K
$4.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.82K+ 1.71% |
$201K - $239K
|
346K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.66KNew |
$195K - $232K
|
5.66K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.6KNew |
$193K - $230K
|
5.6K
$231K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.6KNew |
$193K - $230K
|
5.6K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.6KNew |
$193K - $230K
|
5.6K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.4KNew |
$186K - $221K
|
5.4K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.36K+ 10.6% |
$185K - $220K
|
55.9K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.32K+ 68.24% |
$183K - $218K
|
13.1K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4.85KNew |
$167K - $199K
|
4.85K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.49K+ 33.57% |
$155K - $184K
|
17.8K
$737K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.41K+ 37.6% |
$152K - $181K
|
16.1K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.34K+ 70.14% |
$149K - $178K
|
10.5K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.33K+ 29.61% |
$149K - $178K
|
19K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.31K+ 0.99% |
$148K - $177K
|
441K
$18.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.25K+ 42.22% |
$147K - $174K
|
14.3K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.06K+ 97.01% |
$140K - $166K
|
8.24K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.94K+ 16.71% |
$136K - $161K
|
27.5K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$132K - $157K
|
3.84K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
3.83K+ 7.64% |
$132K - $157K
|
54K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.74K+ 1.67% |
$129K - $153K
|
228K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.65K+ 4.38% |
$126K - $150K
|
86.9K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.5KNew |
$121K - $144K
|
3.5K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
3.34K+ 1.35% |
$115K - $137K
|
251K
$10.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.32KNew |
$114K - $136K
|
3.32K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.28K+ 5.68% |
$113K - $134K
|
61K
$2.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
3.27K+ 2.59% |
$113K - $134K
|
130K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.26KNew |
$112K - $134K
|
3.26K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.19K+ 18.15% |
$110K - $131K
|
20.8K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.16K+ 823.76% |
$109K - $129K
|
3.54K
$146K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 55.01% |
$108K - $128K
|
8.81K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.03KNew |
$104K - $124K
|
3.03K
$125K
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
3K+ 8.7% |
$103K - $123K
|
37.5K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.99K+ 6.8% |
$103K - $123K
|
46.9K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.98K+ 3.89% |
$103K - $122K
|
79.6K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.98K+ 18.76% |
$102K - $122K
|
18.8K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.97K+ 2650.0% |
$102K - $122K
|
3.08K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.93KNew |
$101K - $120K
|
2.93K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$97.7K - $116K
|
2.84K
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77K+ 8.61% |
$95.4K - $114K
|
34.9K
$1.44M
|