Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
77.8K+ 11.31% |
$3.05M - $3.42M
|
766K
$33.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
43.6K+ 27.62% |
$1.71M - $1.91M
|
202K
$8.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.7K+ 663.41% |
$1.09M - $1.22M
|
31.9K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.5KNew |
$1.04M - $1.16M
|
26.5K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24KNew |
$939K - $1.05M
|
24K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20.4K+ 9.28% |
$797K - $894K
|
240K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.5K+ 39.7% |
$608K - $681K
|
54.6K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.86KNew |
$386K - $433K
|
9.86K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
7.73K+ 2.53% |
$303K - $340K
|
314K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.96KNew |
$272K - $305K
|
6.96K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.58K+ 10.57% |
$258K - $289K
|
68.8K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.32KNew |
$247K - $277K
|
6.32K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.83K+ 4.57% |
$228K - $256K
|
133K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78KNew |
$226K - $254K
|
5.78K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.54K+ 10.68% |
$217K - $243K
|
57.4K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5.04KNew |
$197K - $221K
|
5.04K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
4.74K+ 1.28% |
$186K - $208K
|
376K
$16.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.7K+ 1.05% |
$106K - $118K
|
260K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 8.89% |
$101K - $113K
|
31.5K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.1K+ 12.0% |
$82.3K - $92.2K
|
19.6K
$850K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.73KNew |
$67.9K - $76.1K
|
1.73K
$75.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 14.0% |
$66.2K - $74.1K
|
13.8K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44K+ 5.67% |
$56.4K - $63.2K
|
26.8K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 9.25% |
$44.7K - $50K
|
13.5K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.1K+ 1.85% |
$43K - $48.2K
|
60.5K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
835+ 6.69% |
$32.7K - $36.7K
|
13.3K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
393New |
$15.4K - $17.3K
|
393
$17K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
340+ 2.58% |
$13.3K - $14.9K
|
13.5K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
293New |
$11.5K - $12.9K
|
293
$12.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
80+ 7.84% |
$3.13K - $3.51K
|
1.1K
$47.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65New |
$2.55K - $2.85K
|
65
$2.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56New |
$2.19K - $2.46K
|
56
$2.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$39.2 - $43.9
|
56.1K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-11- 0.28% |
$431 - $483
|
3.9K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-150- 2.31% |
$5.88K - $6.59K
|
6.34K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-220- 3.32% |
$8.62K - $9.66K
|
6.42K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-385- 35.68% |
$15.1K - $16.9K
|
694
$30.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-631- 9.06% |
$24.7K - $27.7K
|
6.33K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-788- 2.19% |
$30.9K - $34.6K
|
35.3K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-825- 1.4% |
$32.3K - $36.2K
|
58.2K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.73K- 5.6% |
$67.8K - $76K
|
29.2K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.04K- 34.0% |
$119K - $134K
|
5.91K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 61.37% |
$467K - $523K
|
7.5K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-12K- 12.22% |
$469K - $526K
|
86.1K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-21.7K- 11.31% |
$849K - $951K
|
170K
$7.36M
|