Purchases and Sales Made in Q1 2023 in T Rowe Price Exchange Traded F (TCHP)
This table provides information about the institutional ownership of T Rowe Price Exchange Traded F (TCHP) during Q1 2023. The information is specifically focused on institutions that hold shares of T ROWE PRICE EXCHANGE TRADED F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
289KNew |
$5.82M - $6.94M
|
289K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125KNew |
$2.52M - $3M
|
125K
$5.35M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123K+ 15.38% |
$2.47M - $2.95M
|
922K
$39.5M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
88.6KNew |
$1.78M - $2.13M
|
88.6K
$3.79M
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
56.9K+ 17.94% |
$1.14M - $1.36M
|
374K
$16M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.4K+ 129.65% |
$1.09M - $1.3M
|
96.3K
$4.12M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
44.5KNew |
$896K - $1.07M
|
44.5K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.2K+ 33.9% |
$508K - $605K
|
99.6K
$4.26M
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
18.2K+ 16.81% |
$366K - $436K
|
126K
$5.4M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15KNew |
$302K - $360K
|
15K
$642K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.4K+ 11.18% |
$269K - $321K
|
133K
$5.7M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 53.11% |
$260K - $310K
|
37.3K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4KNew |
$230K - $274K
|
11.4K
$489K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9.67K+ 9.97% |
$195K - $232K
|
107K
$4.57M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.57K+ 20.11% |
$193K - $229K
|
57.1K
$2.44M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.37K+ 7.0% |
$128K - $153K
|
97.4K
$4.17M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.89K+ 2.2% |
$119K - $141K
|
274K
$11.7M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 5.46% |
$113K - $134K
|
108K
$4.63M
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
4.99K+ 0.91% |
$101K - $120K
|
555K
$23.8M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.63KNew |
$73K - $86.9K
|
3.63K
$155K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.35K+ 1.93% |
$47.4K - $56.4K
|
124K
$5.32M
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.81K+ 7.96% |
$36.5K - $43.4K
|
24.6K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 5.01% |
$31.6K - $37.7K
|
32.9K
$1.41M
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.1K+ 6.31% |
$22.1K - $26.4K
|
18.5K
$793K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
295+ 0.73% |
$5.94K - $7.07K
|
40.7K
$1.74M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
$3.42K - $4.08K
|
170
$7.28K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
110New |
$2.21K - $2.64K
|
110
$4.71K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-86- 34.4% |
$1.73K - $2.06K
|
164
$7.02K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 20.64% |
$4.53K - $5.4K
|
865
$37K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-564- 2.62% |
$11.4K - $13.5K
|
21K
$898K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-800- 1.61% |
$16.1K - $19.2K
|
48.8K
$2.09M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-827- 6.45% |
$16.6K - $19.8K
|
12K
$513K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1K- 49.38% |
$20.1K - $24K
|
1.03K
$43.9K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.33K- 19.09% |
$26.7K - $31.8K
|
5.62K
$241K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 7.86% |
$28.7K - $34.2K
|
16.7K
$717K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.33K- 9.04% |
$46.9K - $55.9K
|
23.5K
$1M
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.69K- 0.54% |
$54.1K - $64.4K
|
494K
$21.2M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.81K- 9.14% |
$56.5K - $67.3K
|
27.9K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.94K- 99.86% |
$59.2K - $70.6K
|
4
$171
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.07K- 19.15% |
$61.9K - $73.7K
|
13K
$555K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.13K- 24.0% |
$63K - $75K
|
9.91K
$424K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.65K- 6.49% |
$73.5K - $87.5K
|
52.6K
$2.25M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.11K- 18.8% |
$82.7K - $98.5K
|
17.7K
$759K
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6.03K- 60.33% |
$121K - $144K
|
3.96K
$170K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.24K- 25.52% |
$186K - $222K
|
27K
$1.15M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12.9K- 36.74% |
$260K - $309K
|
22.2K
$951K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-17.8K- 49.51% |
$358K - $426K
|
18.1K
$776K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.7K- 68.77% |
$416K - $495K
|
9.38K
$401K
|