Purchases and Sales Made in Q1 2023 in T Rowe Price Exchange Traded F (TDVG)
This table provides information about the institutional ownership of T Rowe Price Exchange Traded F (TDVG) during Q1 2023. The information is specifically focused on institutions that hold shares of T ROWE PRICE EXCHANGE TRADED F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
346K+ 86.1% |
$10.6M - $11.4M
|
748K
$30.1M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 185.53% |
$3.25M - $3.49M
|
164K
$6.58M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 24.54% |
$1.4M - $1.5M
|
232K
$9.34M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.7K+ 504.49% |
$1.03M - $1.11M
|
40.4K
$1.62M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
30.2K+ 1646.16% |
$924K - $991K
|
32K
$1.29M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4KNew |
$776K - $832K
|
25.4K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 5.62% |
$421K - $451K
|
259K
$10.4M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8K+ 48.35% |
$392K - $420K
|
39.3K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 320.39% |
$321K - $344K
|
13.8K
$554K
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
10.5K+ 4.59% |
$321K - $344K
|
239K
$9.61M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.82KNew |
$301K - $322K
|
9.82K
$395K
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$270K - $290K
|
8.83K
$355K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.58K+ 16.91% |
$263K - $282K
|
59.3K
$2.39M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.99KNew |
$244K - $262K
|
7.99K
$321K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.88KNew |
$241K - $258K
|
7.88K
$317K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 4.44% |
$180K - $193K
|
138K
$5.57M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.65K+ 13.2% |
$173K - $185K
|
48.4K
$1.95M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.88KNew |
$119K - $127K
|
3.88K
$156K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.88K+ 31.86% |
$119K - $127K
|
16K
$645K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.84K+ 41.88% |
$118K - $126K
|
13K
$523K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 22.26% |
$97.2K - $104K
|
17.4K
$701K
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.77K+ 1.74% |
$84.7K - $90.9K
|
162K
$6.49M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.62K+ 24.55% |
$80.1K - $85.9K
|
13.3K
$534K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.27K+ 4.16% |
$69.6K - $74.6K
|
57K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.14K+ 14.11% |
$65.3K - $70K
|
17.3K
$694K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 13.09% |
$55.7K - $59.7K
|
15.7K
$632K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 0.27% |
$50.6K - $54.2K
|
615K
$24.7M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 973.01% |
$48.5K - $52K
|
1.75K
$70.3K
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$47.1K - $50.5K
|
1.54K
$61.9K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 4.1% |
$42.2K - $45.3K
|
35.1K
$1.41M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31KNew |
$40.1K - $43K
|
1.31K
$52.7K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
681+ 2.78% |
$20.8K - $22.3K
|
25.2K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
600New |
$18.4K - $19.7K
|
600
$24.1K
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
465+ 0.13% |
$14.2K - $15.3K
|
366K
$14.7M
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
428+ 0.97% |
$13.1K - $14K
|
44.5K
$1.79M
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
382New |
$11.7K - $12.5K
|
382
$15.4K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262+ 103.15% |
$8.02K - $8.6K
|
516
$20.7K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
91New |
$2.78K - $2.99K
|
91
$3.66K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.22% |
$2.75K - $2.95K
|
7.45K
$299K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$2.3K - $2.46K
|
75
$3.02K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.32% |
$1.71K - $1.84K
|
17.7K
$711K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.26% |
$918 - $984
|
11.5K
$461K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5+ 0.02% |
$153 - $164
|
23.3K
$935K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.3% |
$30.6 - $32.8
|
330
$13.3K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.2% |
$30.6 - $32.8
|
503
$20.2K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-370- 4.34% |
$11.3K - $12.1K
|
8.15K
$328K
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-377- 5.61% |
$11.5K - $12.4K
|
6.35K
$255K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-550- 0.6% |
$16.8K - $18K
|
90.9K
$3.65M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-885- 9.26% |
$27.1K - $29K
|
8.67K
$349K
|