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 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.26K+ 4.31% |
$43.4K - $51.7K
|
30.5K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.26K+ 18.54% |
$43.2K - $51.5K
|
8.02K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.23K+ 3.61% |
$42.5K - $50.6K
|
35.5K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.17K+ 0.82% |
$40.3K - $48K
|
144K
$5.75M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.16KNew |
$39.9K - $47.4K
|
1.16K
$46.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.1KNew |
$37.9K - $45.1K
|
1.1K
$44K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 7.7% |
$37.2K - $44.2K
|
15.1K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.05K+ 42.93% |
$36.3K - $43.2K
|
3.51K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.05K+ 7.6% |
$36.3K - $43.2K
|
14.9K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.02KNew |
$35.2K - $41.9K
|
1.02K
$40.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.58% |
$34.5K - $41K
|
172K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
972+ 1.87% |
$33.5K - $39.9K
|
52.9K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
970+ 0.64% |
$33.4K - $39.8K
|
152K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
955+ 7.25% |
$32.9K - $39.2K
|
14.1K
$565K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
940New |
$32.4K - $38.5K
|
940
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
935New |
$32.2K - $38.3K
|
935
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
905+ 1.0% |
$31.2K - $37.1K
|
91.7K
$3.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
900+ 0.84% |
$31K - $36.9K
|
109K
$4.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
885+ 54.53% |
$30.5K - $36.3K
|
2.51K
$100K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
864+ 13.54% |
$29.8K - $35.4K
|
7.24K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
840+ 0.63% |
$28.9K - $34.4K
|
134K
$5.36M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
832+ 100.0% |
$28.7K - $34.1K
|
1.66K
$66.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
825+ 86.12% |
$28.4K - $33.8K
|
1.78K
$71.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
816+ 10.29% |
$28.1K - $33.5K
|
8.75K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
806+ 9.1% |
$27.8K - $33K
|
9.66K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
769+ 12.59% |
$26.5K - $31.5K
|
6.88K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
761+ 2.43% |
$26.2K - $31.2K
|
32.1K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 13.81% |
$26.2K - $31.2K
|
6.27K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
754+ 1.54% |
$26K - $30.9K
|
49.6K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
722+ 174.4% |
$24.9K - $29.6K
|
1.14K
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
698+ 0.91% |
$24K - $28.6K
|
77.7K
$3.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
693+ 3.87% |
$23.9K - $28.4K
|
18.6K
$743K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
690+ 73.8% |
$23.8K - $28.3K
|
1.63K
$65K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
682+ 13.36% |
$23.5K - $28K
|
5.79K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
682+ 4.19% |
$23.5K - $28K
|
16.9K
$678K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
682+ 13.36% |
$23.5K - $28K
|
5.79K
$231K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
674+ 82.8% |
$23.2K - $27.6K
|
1.49K
$59.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
668+ 27.43% |
$23K - $27.4K
|
3.1K
$124K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
650+ 9.92% |
$22.4K - $26.7K
|
7.2K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
631+ 58.75% |
$21.7K - $25.9K
|
1.71K
$68.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
617New |
$21.3K - $25.3K
|
617
$24.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
602+ 6.05% |
$20.7K - $24.7K
|
10.6K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
583+ 1.48% |
$20.1K - $23.9K
|
39.9K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
579New |
$19.9K - $23.7K
|
579
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
570+ 5.94% |
$19.6K - $23.4K
|
10.2K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
558+ 0.35% |
$19.2K - $22.9K
|
161K
$6.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
550New |
$18.9K - $22.6K
|
550
$22K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
535+ 0.88% |
$18.4K - $21.9K
|
61.5K
$2.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
516+ 14.41% |
$17.8K - $21.2K
|
4.1K
$164K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
500New |
$17.2K - $20.5K
|
500
$20K
|