Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258KNew |
$6.93M - $7.48M
|
258K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.2K+ 493.11% |
$2.64M - $2.85M
|
118K
$4.98M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88.8K+ 8.92% |
$2.39M - $2.58M
|
1.09M
$45.7M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
87.3K+ 54.53% |
$2.34M - $2.53M
|
247K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.1KNew |
$1.05M - $1.13M
|
39.1K
$1.65M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32.1KNew |
$861K - $930K
|
32.1K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9KNew |
$804K - $869K
|
29.9K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 57.47% |
$596K - $643K
|
60.8K
$2.56M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19.5KNew |
$524K - $565K
|
19.5K
$821K
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18.2KNew |
$490K - $529K
|
18.2K
$768K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.4KNew |
$360K - $389K
|
13.4K
$565K
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
12.5K+ 37.16% |
$335K - $361K
|
46K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 8.33% |
$284K - $306K
|
137K
$5.78M
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.4K+ 4.49% |
$280K - $303K
|
243K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.68K+ 41.5% |
$260K - $281K
|
33K
$1.39M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 19.01% |
$191K - $206K
|
44.4K
$1.87M
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
6.59K+ 1.17% |
$177K - $191K
|
571K
$24.1M
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
6.25K+ 1.67% |
$168K - $181K
|
381K
$16M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.07K+ 6.44% |
$82.5K - $89.1K
|
50.7K
$2.14M
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.8K+ 36.46% |
$75.1K - $81.1K
|
10.5K
$441K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.74K+ 36.38% |
$73.5K - $79.3K
|
10.3K
$432K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.65K+ 264900.0% |
$71.2K - $76.8K
|
2.65K
$112K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.36K+ 2.48% |
$63.4K - $68.5K
|
97.6K
$4.11M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.31K+ 2097.27% |
$62K - $66.9K
|
2.42K
$102K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.73K+ 15.43% |
$46.5K - $50.2K
|
13K
$546K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4K+ 0.45% |
$37.6K - $40.6K
|
312K
$13.1M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
987+ 3.63% |
$26.5K - $28.6K
|
28.2K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
800+ 6.27% |
$21.5K - $23.2K
|
13.6K
$571K
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
700+ 3.68% |
$18.8K - $20.3K
|
19.7K
$831K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
648+ 8.65% |
$17.4K - $18.8K
|
8.14K
$343K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
616+ 3.95% |
$16.5K - $17.9K
|
16.2K
$683K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500+ 5.92% |
$13.4K - $14.5K
|
8.95K
$377K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
355+ 1.54% |
$9.54K - $10.3K
|
23.5K
$989K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
282+ 0.58% |
$7.57K - $8.18K
|
48.9K
$2.06M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
179+ 0.62% |
$4.81K - $5.19K
|
29K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85New |
$2.28K - $2.47K
|
85
$3.58K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
25+ 0.33% |
$672 - $725
|
7.61K
$321K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21+ 175.0% |
$564 - $609
|
33
$1.39K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$269 - $290
|
10
$421
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 28.57% |
$107 - $116
|
18
$758
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1- 0.01% |
$26.9 - $29
|
7.46K
$314K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-36- 1.06% |
$967 - $1.04K
|
3.35K
$141K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-74- 0.38% |
$1.99K - $2.15K
|
19.3K
$813K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.84% |
$2.69K - $2.9K
|
11.8K
$497K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-631- 0.28% |
$16.9K - $18.3K
|
222K
$9.34M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-685- 1.25% |
$18.4K - $19.9K
|
54K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-690- 1.79% |
$18.5K - $20K
|
37.9K
$1.6M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-700- 0.66% |
$18.8K - $20.3K
|
106K
$4.47M
|