Latest Institutional Transactions on T Rowe Price Exchange Traded F (TCHP)
This table provides information on the latest institutional transactions involving T Rowe Price Exchange Traded F (TCHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-33.9K- 13.05% |
$1.29M - $1.5M
|
226K
$10.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
673K+ 74.97% |
$25.5M - $29.8M
|
1.57M
$70.9M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
38K+ 15.37% |
$1.44M - $1.68M
|
285K
$12.9M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 4.75% |
$43.2K - $50.4K
|
25.1K
$1.13M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 1.67% |
$4.73K - $5.53K
|
7.37K
$333K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-740- 5.5% |
$28K - $32.7K
|
12.7K
$574K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.66K+ 70.25% |
$366K - $427K
|
23.4K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11KNew |
$415K - $485K
|
11K
$495K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20K+ 36.72% |
$759K - $886K
|
74.6K
$3.37M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
163+ 0.83% |
$6.17K - $7.2K
|
19.8K
$892K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 2.26% |
$49K - $57.2K
|
58.7K
$2.65M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 29.82% |
$398K - $465K
|
24.7K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$268K - $313K
|
7.07K
$319K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-30K- 11.73% |
$1.14M - $1.33M
|
226K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
15K+ 23.1% |
$569K - $664K
|
80.1K
$3.61M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 0.15% |
$44.6K - $52.1K
|
803K
$36.2M
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
652New |
$24.7K - $28.8K
|
652
$29.4K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
9.4KNew |
$356K - $415K
|
9.4K
$424K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.04K- 5.85% |
$191K - $223K
|
81K
$3.66M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.65K+ 12.35% |
$62.3K - $72.7K
|
15K
$675K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
480+ 7.57% |
$18.2K - $21.2K
|
6.82K
$308K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 6.09% |
$465K - $543K
|
214K
$9.65M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.89KNew |
$375K - $437K
|
9.89K
$446K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-235- 1.74% |
$8.9K - $10.4K
|
13.3K
$598K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.5K+ 280.93% |
$740K - $864K
|
26.5K
$1.2M
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
67.7K+ 8.84% |
$2.56M - $2.99M
|
834K
$37.6M
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.8KNew |
$220K - $256K
|
5.8K
$262K
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-944- 14.92% |
$35.7K - $41.7K
|
5.38K
$243K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.7K- 15.5% |
$669K - $781K
|
96.3K
$4.35M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.64K+ 2.72% |
$62.2K - $72.7K
|
62.1K
$2.8M
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
765+ 2.89% |
$29K - $33.8K
|
27.2K
$1.23M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211K+ 670.06% |
$7.99M - $9.33M
|
243K
$10.9M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37K- 27.77% |
$1.4M - $1.64M
|
96.3K
$4.35M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.31K+ 7.59% |
$163K - $190K
|
61.1K
$2.76M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-15.3K- 52.51% |
$581K - $678K
|
13.9K
$626K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.41K+ 6.41% |
$167K - $195K
|
73.3K
$3.31M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
300+ 5.19% |
$11.4K - $13.3K
|
6.08K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.75K- 1.62% |
$104K - $121K
|
167K
$7.54M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
26K+ 6.92% |
$984K - $1.15M
|
402K
$18.1M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.54K- 15.36% |
$134K - $156K
|
19.5K
$879K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.47KNew |
$55.5K - $64.8K
|
1.47K
$66.1K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
730+ 14.48% |
$27.6K - $32.3K
|
5.77K
$260K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 4.12% |
$78.1K - $87.6K
|
46.5K
$2.1M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.23KNew |
$126K - $142K
|
3.23K
$146K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6.38K- 3.45% |
$250K - $280K
|
178K
$8.05M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.8KNew |
$266K - $299K
|
6.8K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.3KNew |
$951K - $1.07M
|
24.3K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
334+ 2569.23% |
$13.1K - $14.7K
|
347
$15.7K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
350K+ 38.89% |
$13.7M - $15.4M
|
1.25M
$56.4M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.74K- 40.41% |
$186K - $208K
|
7K
$316K
|