A detailed history of Congress Wealth Management LLC transactions in Price T Rowe Group Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 87,372 shares of TROW stock, worth $9.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
87,372
Previous 86,775 0.69%
Holding current value
$9.3 Million
Previous $10.6 Million 4.77%
% of portfolio
0.16%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$108.72 - $120.3 $64,905 - $71,819
597 Added 0.69%
87,372 $10.1 Million
Q1 2024

Apr 18, 2024

BUY
$104.74 - $121.92 $1.15 Million - $1.34 Million
11,027 Added 14.56%
86,775 $10.6 Million
Q4 2023

Feb 09, 2024

SELL
$88.39 - $109.01 $781,455 - $963,757
-8,841 Reduced 10.45%
75,748 $8.16 Million
Q3 2023

Oct 30, 2023

BUY
$103.3 - $126.79 $432,517 - $530,869
4,187 Added 5.21%
84,589 $8.87 Million
Q2 2023

Jul 13, 2023

BUY
$103.8 - $114.69 $208,741 - $230,641
2,011 Added 2.57%
80,402 $9.01 Million
Q1 2023

Apr 14, 2023

BUY
$105.03 - $128.75 $827,426 - $1.01 Million
7,878 Added 11.17%
78,391 $8.85 Million
Q4 2022

Feb 02, 2023

BUY
$97.8 - $133.34 $175,257 - $238,945
1,792 Added 2.61%
70,513 $7.69 Million
Q3 2022

Nov 08, 2022

BUY
$105.01 - $132.26 $445,452 - $561,046
4,242 Added 6.58%
68,721 $7.22 Million
Q2 2022

Aug 11, 2022

BUY
$106.09 - $155.76 $174,305 - $255,913
1,643 Added 2.61%
64,479 $7.33 Million
Q1 2022

May 16, 2022

BUY
$134.46 - $195.12 $170,091 - $246,826
1,265 Added 2.05%
62,836 $9.5 Million
Q4 2021

Feb 04, 2022

BUY
$188.5 - $221.29 $11.6 Million - $13.6 Million
61,571 New
61,571 $12.1 Million

Others Institutions Holding TROW

About PRICE T ROWE GROUP INC


  • Ticker TROW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 225,692,000
  • Market Cap $24B
  • Description
  • T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It e...
More about TROW
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.