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 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-113- 1.15% |
$4.09K - $4.63K
|
9.7K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-116- 12.93% |
$4.2K - $4.75K
|
781
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-126- 0.47% |
$4.56K - $5.16K
|
26.6K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-128- 1.85% |
$4.64K - $5.24K
|
6.79K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 2.24% |
$4.71K - $5.33K
|
5.68K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-134- 0.61% |
$4.85K - $5.49K
|
21.8K
$944K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 21.44% |
$5.07K - $5.74K
|
513
$22.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-140- 2.0% |
$5.07K - $5.74K
|
6.87K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-143- 1.45% |
$5.18K - $5.86K
|
9.74K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-143- 1.44% |
$5.18K - $5.86K
|
9.76K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-150- 0.59% |
$5.43K - $6.15K
|
25.4K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-154- 2.76% |
$5.58K - $6.31K
|
5.43K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-155- 3.64% |
$5.61K - $6.35K
|
4.1K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-155- 41.44% |
$5.61K - $6.35K
|
219
$9.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-157- 1.54% |
$5.69K - $6.43K
|
10K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-158- 2.63% |
$5.72K - $6.47K
|
5.86K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-160- 10.42% |
$5.8K - $6.56K
|
1.38K
$59.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-163- 1.76% |
$5.9K - $6.68K
|
9.09K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169- 1.2% |
$6.12K - $6.92K
|
13.9K
$603K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-189- 2.86% |
$6.85K - $7.74K
|
6.41K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-198- 4.34% |
$7.17K - $8.11K
|
4.36K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205- 10.6% |
$7.43K - $8.4K
|
1.73K
$75K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-206- 3.12% |
$7.46K - $8.44K
|
6.39K
$277K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-210- 1.33% |
$7.61K - $8.6K
|
15.6K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-212- 1.21% |
$7.68K - $8.69K
|
17.4K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-214- 3.84% |
$7.75K - $8.77K
|
5.36K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-218- 3.7% |
$7.9K - $8.93K
|
5.67K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-224- 3.66% |
$8.11K - $9.18K
|
5.9K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-224- 2.67% |
$8.11K - $9.18K
|
8.18K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-248- 3.56% |
$8.98K - $10.2K
|
6.72K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-253- 4.27% |
$9.16K - $10.4K
|
5.67K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-253- 0.64% |
$9.16K - $10.4K
|
39.1K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-257- 3.22% |
$9.31K - $10.5K
|
7.73K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-266- 20.21% |
$9.63K - $10.9K
|
1.05K
$45.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-268- 3.24% |
$9.71K - $11K
|
8K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-279- 4.38% |
$10.1K - $11.4K
|
6.09K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-289- 4.16% |
$10.5K - $11.8K
|
6.67K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-293- 1.92% |
$10.6K - $12K
|
14.9K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-294- 21.52% |
$10.6K - $12K
|
1.07K
$46.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 7.66% |
$11K - $12.5K
|
3.67K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.99% |
$11.4K - $12.9K
|
31.4K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-315- 5.44% |
$11.4K - $12.9K
|
5.47K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-325- 1.78% |
$11.8K - $13.3K
|
17.9K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-329- 1.5% |
$11.9K - $13.5K
|
21.6K
$936K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-367- 6.4% |
$13.3K - $15K
|
5.36K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-371- 0.5% |
$13.4K - $15.2K
|
74.1K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-384- 1.95% |
$13.9K - $15.7K
|
19.3K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-387- 1.5% |
$14K - $15.9K
|
25.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-400- 2.55% |
$14.5K - $16.4K
|
15.3K
$663K
|