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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 21.47% |
$44.5K - $50.4K
|
6.95K
$302K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.18K+ 22.44% |
$42.7K - $48.3K
|
6.44K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.17K+ 1.62% |
$42.4K - $47.9K
|
73.2K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.17KNew |
$42.4K - $47.9K
|
1.17K
$50.8K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.08K+ 12.04% |
$39K - $44.1K
|
10K
$434K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.06KNew |
$38.5K - $43.5K
|
1.06K
$46.1K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05K+ 35.56% |
$38K - $43K
|
4K
$174K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.04K+ 4.7% |
$37.7K - $42.6K
|
23.2K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.01K+ 2.16% |
$36.5K - $41.3K
|
47.7K
$2.07M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
979+ 27.04% |
$35.5K - $40.1K
|
4.6K
$200K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
970+ 3.42% |
$35.1K - $39.7K
|
29.4K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
958+ 16.93% |
$34.7K - $39.2K
|
6.62K
$287K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
950New |
$34.4K - $38.9K
|
950
$41.2K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
938+ 10.38% |
$34K - $38.4K
|
9.97K
$433K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
930+ 0.03% |
$33.7K - $38.1K
|
3.07M
$133M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
897+ 8.72% |
$32.5K - $36.8K
|
11.2K
$485K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
893New |
$32.3K - $36.6K
|
893
$38.7K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
889+ 4.46% |
$32.2K - $36.4K
|
20.8K
$903K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
844+ 11.24% |
$30.6K - $34.6K
|
8.36K
$363K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
823+ 14.52% |
$29.8K - $33.7K
|
6.49K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
821+ 6.78% |
$29.7K - $33.6K
|
12.9K
$561K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
816+ 1.6% |
$29.6K - $33.4K
|
51.7K
$2.24M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
800+ 99.75% |
$29K - $32.8K
|
1.6K
$69.5K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$29K - $32.8K
|
800
$34.7K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
793+ 48.15% |
$28.7K - $32.5K
|
2.44K
$106K
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
758+ 5.26% |
$27.5K - $31.1K
|
15.2K
$658K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
750New |
$27.2K - $30.7K
|
750
$32.5K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
748+ 48.95% |
$27.1K - $30.6K
|
2.28K
$98.8K
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
738+ 2.49% |
$26.7K - $30.2K
|
30.3K
$1.32M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
727+ 1.76% |
$26.3K - $29.8K
|
42K
$1.82M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
725+ 8.02% |
$26.3K - $29.7K
|
9.77K
$424K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
718+ 12.5% |
$26K - $29.4K
|
6.46K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
708+ 12.46% |
$25.6K - $29K
|
6.39K
$277K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
682+ 11.67% |
$24.7K - $27.9K
|
6.53K
$283K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
627+ 9.72% |
$22.7K - $25.7K
|
7.08K
$307K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
620New |
$22.5K - $25.4K
|
620
$26.9K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
615+ 1.0% |
$22.3K - $25.2K
|
62K
$2.69M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 1.23% |
$21.9K - $24.8K
|
49.9K
$2.16M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 6.55% |
$21.8K - $24.7K
|
9.79K
$425K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 6.12% |
$21.7K - $24.6K
|
10.4K
$451K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
600+ 20.8% |
$21.7K - $24.6K
|
3.49K
$151K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
596+ 6.44% |
$21.6K - $24.4K
|
9.86K
$428K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
585+ 5318.18% |
$21.2K - $24K
|
596
$25.9K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
550+ 11.11% |
$19.9K - $22.5K
|
5.5K
$239K
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
547+ 1.55% |
$19.8K - $22.4K
|
35.8K
$1.56M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
530+ 8.04% |
$19.2K - $21.7K
|
7.13K
$309K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
526New |
$19.1K - $21.6K
|
526
$22.8K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
525+ 2.31% |
$19K - $21.5K
|
23.2K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
520+ 0.61% |
$18.8K - $21.3K
|
86.2K
$3.74M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
513+ 119.58% |
$18.6K - $21K
|
942
$40.9K
|