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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$705K - $790K
|
18K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-16- 1.29% |
$627 - $702
|
1.22K
$55.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$7.83K - $8.78K
|
200
$9.03K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-17.5K- 58.34% |
$684K - $766K
|
12.5K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
173New |
$6.78K - $7.59K
|
173
$7.81K
|
|
|
Feb 10, 2025
Q4 2024
|
John & Kathleen Schreiber Foundation
Lake Forest, IL |
BUY
|
- |
111KNew |
$4.36M - $4.89M
|
111K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-996- 8.54% |
$39K - $43.7K
|
10.7K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.64KNew |
$260K - $292K
|
6.64K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
248New |
$9.71K - $10.9K
|
248
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
7.73K+ 2.53% |
$303K - $340K
|
314K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-631- 9.06% |
$24.7K - $27.7K
|
6.33K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44K+ 5.67% |
$56.4K - $63.2K
|
26.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
393New |
$15.4K - $17.3K
|
393
$17.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
80+ 7.84% |
$3.13K - $3.51K
|
1.1K
$49.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.73KNew |
$67.9K - $76.1K
|
1.73K
$78.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.32KNew |
$247K - $277K
|
6.32K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-385- 35.68% |
$15.1K - $16.9K
|
694
$31.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65New |
$2.55K - $2.85K
|
65
$2.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.04K- 34.0% |
$119K - $134K
|
5.91K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56New |
$2.19K - $2.46K
|
56
$2.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-11- 0.28% |
$431 - $483
|
3.9K
$176K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 33.33% |
$35.1 - $40.4
|
2
$90.3
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$665K - $765K
|
18.9K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.85KNew |
$241K - $277K
|
6.85K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-340- 2.23% |
$11.9K - $13.7K
|
14.9K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.35K- 38.91% |
$47.4K - $54.5K
|
2.12K
$95.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
9.68KNew |
$340K - $391K
|
9.68K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.26K- 4.29% |
$44.4K - $51.1K
|
28.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.4K+ 12.92% |
$119K - $137K
|
29.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.99KNew |
$316K - $363K
|
8.99K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
65New |
$2.28K - $2.63K
|
65
$2.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.78KNew |
$62.4K - $71.8K
|
1.78K
$80.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-8- 36.36% |
$281 - $323
|
14
$632
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-726- 0.24% |
$25.5K - $29.4K
|
300K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.04KNew |
$212K - $244K
|
6.04K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-99- 0.14% |
$3.48K - $4K
|
72.7K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-469- 5.96% |
$16.5K - $19K
|
7.4K
$334K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.67KClosed |
$255K - $300K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.6KNew |
$186K - $219K
|
5.6K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.96KNew |
$298K - $350K
|
8.96K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.42KNew |
$180K - $212K
|
5.42K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-601- 40.04% |
$20K - $23.5K
|
900
$40.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45- 0.5% |
$1.5K - $1.76K
|
9.01K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
201+ 0.18% |
$6.69K - $7.85K
|
110K
$4.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96KNew |
$65.1K - $76.5K
|
1.96K
$88.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 21.39% |
$17.2K - $20.2K
|
1.9K
$85.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$52.8K - $62K
|
1.59K
$71.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
5.46KNew |
$182K - $213K
|
5.46K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$7.69K - $9.03K
|
231
$10.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
219New |
$6.59K - $7.8K
|
219
$9.88K
|
|