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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-660- 8.66% |
$22K - $25.8K
|
6.96K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 21.39% |
$17.2K - $20.2K
|
1.9K
$81.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-351- 8.23% |
$11.7K - $13.7K
|
3.91K
$167K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$52.8K - $62K
|
1.59K
$67.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
5.46KNew |
$182K - $213K
|
5.46K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 4.15% |
$1.43K - $1.68K
|
1.08K
$46.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$7.69K - $9.03K
|
231
$9.87K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
219New |
$6.59K - $7.8K
|
219
$9.36K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.81K+ 7.65% |
$235K - $278K
|
110K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$269K - $319K
|
8.95K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.8KNew |
$416K - $492K
|
13.8K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10KNew |
$301K - $356K
|
10K
$427K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11New |
$331 - $392
|
11
$470
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 15.25% |
$35.2K - $41.7K
|
6.5K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
168New |
$5.06K - $5.98K
|
168
$7.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.33KNew |
$191K - $225K
|
6.33K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
345New |
$10.4K - $12.3K
|
345
$14.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.72KNew |
$172K - $204K
|
5.72K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
41.2KNew |
$1.24M - $1.47M
|
41.2K
$1.76M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248K- 96.2% |
$6.52M - $7.7M
|
9.8K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
725New |
$19K - $22.5K
|
725
$31K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
566New |
$14.9K - $17.6K
|
566
$24.2K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-700- 0.66% |
$18.8K - $20.3K
|
106K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85New |
$2.28K - $2.47K
|
85
$3.63K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.92KNew |
$234K - $276K
|
9.92K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-231K- 80.0% |
$5.45M - $6.45M
|
57.9K
$2.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-9.85K- 54.34% |
$232K - $275K
|
8.28K
$354K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.22KNew |
$28.6K - $33.9K
|
1.22K
$52K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
759New |
$17.9K - $21.2K
|
759
$32.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
84.9KNew |
$2M - $2.37M
|
84.9K
$3.63M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 95.83% |
$1.04M - $1.23M
|
2.24K
$95.7K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15KNew |
$302K - $360K
|
15K
$641K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.63KNew |
$73K - $86.9K
|
3.63K
$155K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.11K- 18.8% |
$82.7K - $98.5K
|
17.7K
$758K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.13K- 24.0% |
$63K - $75K
|
9.91K
$423K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
$3.42K - $4.08K
|
170
$7.26K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
86+ 52.44% |
$1.71K - $1.93K
|
250
$10.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
346New |
$6.88K - $7.76K
|
346
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13K+ 60.46% |
$258K - $291K
|
34.4K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-89K- 54.07% |
$1.77M - $2M
|
75.6K
$3.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
660New |
$13.1K - $14.8K
|
660
$28.2K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.3KNew |
$343K - $429K
|
16.3K
$698K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.88K- 7.62% |
$81.5K - $102K
|
47K
$2.01M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
26.1K+ 123.25% |
$548K - $686K
|
47.3K
$2.02M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.07KNew |
$128K - $183K
|
6.07K
$259K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.57KClosed |
$202K - $288K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.45KNew |
$30.6K - $43.6K
|
1.45K
$62K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.52K- 25.17% |
$95.5K - $136K
|
13.4K
$574K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.7KClosed |
$310K - $442K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-65.9KClosed |
$1.39M - $1.98M
|
0
$0
|
|