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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.18K+ 8.0% |
$139K - $163K
|
56.4K
$2.17M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
85+ 2.37% |
$2.83K - $3.32K
|
3.67K
$141K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.8KNew |
$358K - $420K
|
10.8K
$414K
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
300+ 1.15% |
$9.98K - $11.7K
|
26.3K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
192K+ 154.34% |
$6.37M - $7.49M
|
316K
$12.2M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 4.89% |
$34.2K - $40.2K
|
22K
$849K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 21.39% |
$17.2K - $20.2K
|
1.9K
$73.2K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
635+ 4.57% |
$21.1K - $24.8K
|
14.5K
$559K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57.1K+ 95.2% |
$1.9M - $2.23M
|
117K
$4.51M
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-351- 8.23% |
$11.7K - $13.7K
|
3.91K
$151K
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
11K+ 149.52% |
$366K - $430K
|
18.4K
$708K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$52.8K - $62K
|
1.59K
$61.1K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.23K- 3.26% |
$41.1K - $48.2K
|
36.6K
$1.41M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.9K+ 129.07% |
$2.52M - $2.96M
|
135K
$5.19M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.94K+ 41.42% |
$231K - $271K
|
23.7K
$913K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.11K+ 7.41% |
$137K - $160K
|
59.5K
$2.29M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95+ 11.47% |
$3.16K - $3.71K
|
923
$35.6K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
5.46KNew |
$182K - $213K
|
5.46K
$210K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.55% |
$6.55K - $7.7K
|
35.8K
$1.38M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
22.5K+ 3.41% |
$748K - $879K
|
682K
$26.3M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 4.15% |
$1.43K - $1.68K
|
1.08K
$41.6K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2K+ 4.58% |
$407K - $478K
|
279K
$10.8M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.1% |
$932 - $1.09K
|
26.7K
$1.03M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-578- 4.39% |
$19.2K - $22.6K
|
12.6K
$485K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.52K- 1.48% |
$150K - $177K
|
301K
$11.6M
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
230+ 2.96% |
$7.65K - $8.99K
|
7.99K
$308K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$7.69K - $9.03K
|
231
$8.9K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 23.07% |
$362K - $425K
|
58.1K
$2.24M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.24K- 54.0% |
$307K - $361K
|
7.87K
$303K
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.3K+ 4.14% |
$76.4K - $89.7K
|
57.7K
$2.22M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.7K+ 0.72% |
$89.7K - $105K
|
378K
$14.6M
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-19.4K- 6.99% |
$647K - $760K
|
259K
$9.97M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.2KNew |
$705K - $828K
|
21.2K
$816K
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.92K- 2.95% |
$197K - $231K
|
195K
$7.52M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 187.85% |
$468K - $549K
|
21.5K
$830K
|
|
Q1 2024 | |||||||
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.23K- 6.33% |
$218K - $257K
|
107K
$4.12M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
219New |
$6.59K - $7.8K
|
219
$8.44K
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12K+ 88.85% |
$360K - $426K
|
25.4K
$980K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.81K+ 7.65% |
$235K - $278K
|
110K
$4.24M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$269K - $319K
|
8.95K
$345K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.8KNew |
$416K - $492K
|
13.8K
$533K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10KNew |
$301K - $356K
|
10K
$385K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11New |
$331 - $392
|
11
$424
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 15.25% |
$35.2K - $41.7K
|
6.5K
$250K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
168New |
$5.06K - $5.98K
|
168
$6.47K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
55+ 550.0% |
$1.66K - $1.96K
|
65
$2.5K
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.33KNew |
$191K - $225K
|
6.33K
$244K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
345New |
$10.4K - $12.3K
|
345
$13.3K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.72KNew |
$172K - $204K
|
5.72K
$221K
|