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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.08K- 7.87% |
$48.5K - $53.3K
|
12.7K
$619K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.53K+ 2.1% |
$68.8K - $75.7K
|
74.6K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.06K+ 5.42% |
$227K - $250K
|
98.4K
$4.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.05KNew |
$227K - $249K
|
5.05K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
400+ 2.5% |
$18K - $19.7K
|
16.4K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11.6K+ 18.0% |
$522K - $574K
|
76.3K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
29.7K+ 6.7% |
$1.33M - $1.46M
|
473K
$23.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
651+ 10.51% |
$29.2K - $32.1K
|
6.84K
$335K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 92.86% |
$584 - $642
|
27
$1.32K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-120- 2.95% |
$5.39K - $5.92K
|
3.94K
$193K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
23+ 13.69% |
$1.03K - $1.14K
|
191
$9.35K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.06K- 13.89% |
$309K - $411K
|
56.2K
$2.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
204+ 29.39% |
$6.95K - $9.25K
|
898
$43.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
98.7K+ 73.0% |
$3.36M - $4.48M
|
234K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$349K - $465K
|
10.2K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
239+ 65.3% |
$8.14K - $10.8K
|
605
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.2KNew |
$177K - $236K
|
5.2K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
6.65K+ 60.64% |
$227K - $302K
|
17.6K
$862K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3K+ 192.18% |
$102K - $136K
|
4.56K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.78KNew |
$163K - $217K
|
4.78K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
207K+ 254.21% |
$7.06M - $9.4M
|
289K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
65New |
$2.21K - $2.95K
|
65
$3.18K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83K- 86.26% |
$2.83M - $3.77M
|
13.2K
$647K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
77KNew |
$2.62M - $3.49M
|
77K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
937+ 15.85% |
$31.9K - $42.5K
|
6.85K
$335K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.83KNew |
$164K - $219K
|
4.83K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
130+ 2.14% |
$4.43K - $5.9K
|
6.21K
$304K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1KNew |
$37.9K - $44.2K
|
1K
$48.9K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200New |
$7.57K - $8.84K
|
200
$9.79K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.89KNew |
$261K - $304K
|
6.89K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
18+ 6.14% |
$681 - $796
|
311
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$268K - $313K
|
7.07K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
652New |
$24.7K - $28.8K
|
652
$31.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-944- 14.92% |
$35.7K - $41.7K
|
5.38K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.47KNew |
$55.5K - $64.8K
|
1.47K
$71.7K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.23KNew |
$126K - $142K
|
3.23K
$158K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6.38K- 3.45% |
$250K - $280K
|
178K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.3KNew |
$951K - $1.07M
|
24.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
334+ 2569.23% |
$13.1K - $14.7K
|
347
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$705K - $790K
|
18K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$7.83K - $8.78K
|
200
$9.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
173New |
$6.78K - $7.59K
|
173
$8.46K
|
|
|
Feb 10, 2025
Q4 2024
|
John & Kathleen Schreiber Foundation
Lake Forest, IL |
BUY
|
- |
111KNew |
$4.36M - $4.89M
|
111K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.64KNew |
$260K - $292K
|
6.64K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
248New |
$9.71K - $10.9K
|
248
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
393New |
$15.4K - $17.3K
|
393
$19.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.73KNew |
$67.9K - $76.1K
|
1.73K
$84.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
80+ 7.84% |
$3.13K - $3.51K
|
1.1K
$53.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.32KNew |
$247K - $277K
|
6.32K
$309K
|
|