Purchases and Sales Made in Q4 2024 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2024. 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 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.75% |
$36.2 - $41
|
135
$5.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.23% |
$36.2 - $41
|
435
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.6% |
$36.2 - $41
|
165
$7.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.01% |
$36.2 - $41
|
7.94K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.01% |
$36.2 - $41
|
11.9K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$36.2 - $41
|
6.14K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$145 - $164
|
14.1K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 0.48% |
$181 - $205
|
1.05K
$45.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$181 - $205
|
26.2K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.18% |
$181 - $205
|
2.78K
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 3.96% |
$290 - $328
|
194
$8.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.37% |
$290 - $328
|
2.18K
$94.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12- 0.13% |
$435 - $492
|
9.07K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 29.55% |
$471 - $533
|
31
$1.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 1.16% |
$471 - $533
|
1.1K
$47.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 13.01% |
$580 - $656
|
107
$4.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-17- 0.17% |
$616 - $696
|
9.76K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17- 0.29% |
$616 - $696
|
5.81K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 0.05% |
$724 - $819
|
39.6K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-21- 0.34% |
$761 - $860
|
6.1K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 0.09% |
$833 - $942
|
24.8K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 7.72% |
$906 - $1.02K
|
299
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-26- 12.87% |
$942 - $1.07K
|
176
$7.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 11.72% |
$1.01K - $1.15K
|
211
$9.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 13.39% |
$1.09K - $1.23K
|
194
$8.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 4.18% |
$1.27K - $1.43K
|
802
$34.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 0.45% |
$1.41K - $1.6K
|
8.55K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-39- 0.68% |
$1.41K - $1.6K
|
5.67K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.83% |
$1.45K - $1.64K
|
4.81K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-40- 0.32% |
$1.45K - $1.64K
|
12.4K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-41- 3.12% |
$1.49K - $1.68K
|
1.27K
$55.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-43- 0.47% |
$1.56K - $1.76K
|
9.11K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 6.93% |
$1.77K - $2.01K
|
658
$28.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-50- 0.09% |
$1.81K - $2.05K
|
53.4K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.37% |
$1.81K - $2.05K
|
13.6K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51- 0.89% |
$1.85K - $2.09K
|
5.67K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52- 1.29% |
$1.88K - $2.13K
|
3.98K
$173K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.59% |
$1.92K - $2.17K
|
337
$14.6K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 2.24% |
$1.99K - $2.25K
|
2.4K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-55- 25.0% |
$1.99K - $2.25K
|
165
$7.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.16% |
$2.35K - $2.66K
|
5.53K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-67- 0.69% |
$2.43K - $2.74K
|
9.62K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-69- 3.72% |
$2.5K - $2.83K
|
1.79K
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-71- 1.19% |
$2.57K - $2.91K
|
5.92K
$257K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-85- 2.45% |
$3.08K - $3.48K
|
3.39K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-96- 1.39% |
$3.48K - $3.93K
|
6.79K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 1.89% |
$3.62K - $4.1K
|
5.2K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.61% |
$3.62K - $4.1K
|
16.3K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 1.09% |
$3.73K - $4.22K
|
9.33K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$317K
|