Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
571+ 122.8% |
$17.2K - $20.3K
|
1.04K
$44.9K
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
515+ 13.73% |
$15.5K - $18.3K
|
4.27K
$185K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
465+ 2.85% |
$14K - $16.6K
|
16.8K
$726K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
345New |
$10.4K - $12.3K
|
345
$15K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
294+ 3.06% |
$8.85K - $10.5K
|
9.89K
$429K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
284+ 0.28% |
$8.55K - $10.1K
|
101K
$4.37M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
219New |
$6.59K - $7.8K
|
219
$9.49K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
168New |
$5.06K - $5.98K
|
168
$7.28K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
57+ 1.62% |
$1.72K - $2.03K
|
3.58K
$155K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
55+ 550.0% |
$1.66K - $1.96K
|
65
$2.82K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11New |
$331 - $392
|
11
$477
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 22.22% |
$120 - $142
|
22
$953
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 50.0% |
$30.1 - $35.6
|
3
$130
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15- 0.17% |
$452 - $534
|
9.05K
$392K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-224- 1.97% |
$6.74K - $7.97K
|
11.2K
$484K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-436- 2.49% |
$13.1K - $15.5K
|
17.1K
$741K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-640- 2.03% |
$19.3K - $22.8K
|
30.8K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-663- 0.32% |
$20K - $23.6K
|
205K
$8.88M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.04K- 1.47% |
$31.4K - $37.1K
|
69.8K
$3.03M
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 15.25% |
$35.2K - $41.7K
|
6.5K
$282K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.27K- 2.37% |
$38.3K - $45.3K
|
52.5K
$2.28M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.31K- 0.48% |
$39.5K - $46.7K
|
273K
$11.8M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.54K- 0.5% |
$46.3K - $54.7K
|
305K
$13.2M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.86K- 2.88% |
$56K - $66.2K
|
62.7K
$2.72M
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-1.9K- 19.66% |
$57.2K - $67.6K
|
7.76K
$336K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.12K- 7.35% |
$63.8K - $75.5K
|
26.7K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.16K- 2.25% |
$64.9K - $76.8K
|
93.8K
$4.07M
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.49K- 5.59% |
$75K - $88.7K
|
42.1K
$1.82M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.02K- 68.76% |
$91.1K - $108K
|
1.37K
$59.5K
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-3.79K- 1.0% |
$114K - $135K
|
375K
$16.3M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.25K- 3.73% |
$128K - $151K
|
110K
$4.75M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.49K- 10.62% |
$135K - $160K
|
37.8K
$1.64M
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.23K- 6.33% |
$218K - $257K
|
107K
$4.64M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.43K- 18.32% |
$224K - $265K
|
33.1K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.8K- 13.51% |
$506K - $599K
|
108K
$4.67M
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-17K- 7.21% |
$511K - $604K
|
218K
$9.46M
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-20.2K- 9.11% |
$607K - $718K
|
201K
$8.71M
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-73.6K- 10.05% |
$2.22M - $2.62M
|
659K
$28.6M
|