Purchases and Sales Made in Q1 2025 in T Rowe Price Exchange Traded F (TDVG)
This table provides information about the institutional ownership of T Rowe Price Exchange Traded F (TDVG) during Q1 2025. 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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
200K+ 66745.67% |
$7.86M - $8.44M
|
201K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 13.9% |
$6.42M - $6.89M
|
1.34M
$55.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140K+ 13.91% |
$5.49M - $5.9M
|
1.15M
$47.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
72.2KNew |
$2.83M - $3.04M
|
72.2K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.2K+ 692.63% |
$1.89M - $2.03M
|
55.2K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.5K+ 157.26% |
$1.27M - $1.37M
|
53.1K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 58.85% |
$736K - $791K
|
50.7K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 3.2% |
$601K - $645K
|
494K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 14.63% |
$511K - $549K
|
102K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 3.33% |
$429K - $461K
|
340K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.9KNew |
$427K - $458K
|
10.9K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.55K+ 1641.74% |
$296K - $318K
|
8.01K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7.1K+ 2.26% |
$279K - $299K
|
322K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.03K+ 13.54% |
$276K - $296K
|
58.9K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.96K+ 3.71% |
$273K - $293K
|
195K
$8.05M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.29K+ 6.7% |
$247K - $265K
|
100K
$4.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.76KNew |
$226K - $243K
|
5.76K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.1KNew |
$200K - $215K
|
5.1K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.89K+ 59.27% |
$192K - $206K
|
13.2K
$543K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.7K+ 3.61% |
$184K - $198K
|
135K
$5.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.02K+ 42.67% |
$158K - $169K
|
13.4K
$555K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.92K+ 81.64% |
$154K - $165K
|
8.72K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.42K+ 25.88% |
$134K - $144K
|
16.6K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.9K+ 36.52% |
$114K - $122K
|
10.9K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.85K+ 49.11% |
$112K - $120K
|
8.65K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.35K+ 2.61% |
$92.3K - $99.1K
|
92.4K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.47K+ 7.25% |
$57.6K - $61.9K
|
21.7K
$898K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.27K+ 24.69% |
$49.6K - $53.3K
|
6.39K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 10.91% |
$46.1K - $49.5K
|
11.9K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
957+ 5.06% |
$37.5K - $40.3K
|
19.9K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
855+ 34.64% |
$33.5K - $36K
|
3.32K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 9.49% |
$29.4K - $31.6K
|
8.65K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
672+ 6.37% |
$26.4K - $28.3K
|
11.2K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
640New |
$25.1K - $27K
|
640
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
604+ 9.89% |
$23.7K - $25.4K
|
6.71K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
448New |
$17.6K - $18.9K
|
448
$18.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
412+ 0.16% |
$16.2K - $17.4K
|
261K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
358+ 2.16% |
$14K - $15.1K
|
16.9K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
330+ 3.17% |
$12.9K - $13.9K
|
10.7K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
200+ 118.34% |
$7.85K - $8.43K
|
369
$15.2K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
176+ 2.15% |
$6.9K - $7.41K
|
8.34K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
165+ 0.64% |
$6.47K - $6.95K
|
25.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
85+ 0.53% |
$3.33K - $3.58K
|
16K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
76+ 0.74% |
$2.98K - $3.2K
|
10.3K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.83% |
$2.9K - $3.12K
|
9.04K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.27% |
$2.04K - $2.19K
|
19.2K
$795K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 0.14% |
$1.41K - $1.52K
|
26.4K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 2.89% |
$981 - $1.05K
|
890
$36.8K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22+ 0.29% |
$863 - $927
|
7.71K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.2% |
$824 - $885
|
10.5K
$435K
|