Latest Institutional Transactions on Price T Rowe Group Inc (TROW)
This table provides information on the latest institutional transactions involving Price T Rowe Group Inc (TROW) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.74KNew |
$181K - $200K
|
1.74K
$202K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-600- 3.74% |
$62.3K - $68.8K
|
15.4K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 85.84% |
$20.8K - $22.9K
|
33
$3.83K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.13K- 37.82% |
$117K - $129K
|
1.85K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-143- 6.12% |
$14.8K - $16.4K
|
2.2K
$255K
|
|
|
Jul 14, 2023
Q2 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.96K+ 103.14% |
$307K - $339K
|
5.83K
$677K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
235+ 2.15% |
$24.4K - $27K
|
11.1K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.69KNew |
$383K - $423K
|
3.69K
$428K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-225- 6.33% |
$23.4K - $25.8K
|
3.33K
$386K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-160- 97.56% |
$16.6K - $18.4K
|
4
$464
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 13.04% |
$311 - $344
|
20
$2.32K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16Closed |
$1.68K - $2.06K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6- 0.28% |
$630 - $773
|
2.11K
$244K
|
|
|
May 16, 2023
Q1 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3K- 30.0% |
$315K - $386K
|
7K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.79KNew |
$398K - $487K
|
3.79K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
165+ 6.16% |
$17.3K - $21.2K
|
2.85K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1+ 5.56% |
$105 - $129
|
19
$2.21K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.9K- 2.07% |
$830K - $1.02M
|
374K
$43.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.56K+ 32.6% |
$163K - $200K
|
6.33K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 46.96% |
$567K - $695K
|
6.1K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
84KNew |
$8.82M - $10.8M
|
84K
$9.75M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.3KNew |
$137K - $167K
|
1.3K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.77KNew |
$186K - $228K
|
1.77K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
CALL |
-45K- 38.04% |
$4.73M - $5.79M
|
73.3K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.91KNew |
$200K - $246K
|
1.91K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
651+ 15.4% |
$68.4K - $83.8K
|
4.88K
$566K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.06KNew |
$426K - $523K
|
4.06K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-43- 12.32% |
$4.52K - $5.54K
|
306
$35.5K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
22+ 0.85% |
$2.31K - $2.83K
|
2.61K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.36KNew |
$248K - $304K
|
2.36K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-78- 3.75% |
$8.19K - $10K
|
2K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.58K+ 46.83% |
$376K - $461K
|
11.2K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.7K+ 1376.12% |
$1.23M - $1.51M
|
12.5K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$15.8K - $19.3K
|
150
$17.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 80.0% |
$420 - $515
|
1
$116
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$7.25K - $8.88K
|
69
$8.01K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
721+ 4.18% |
$75.7K - $92.8K
|
18K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 1.01% |
$1.05K - $1.29K
|
1.01K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
560+ 9.92% |
$58.8K - $72.1K
|
6.21K
$721K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9New |
$945 - $1.16K
|
9
$1.05K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.34% |
$1.05K - $1.29K
|
2.97K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
61+ 28.77% |
$6.41K - $7.85K
|
273
$31.7K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
112KNew |
$11.8M - $14.5M
|
112K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
852+ 35.26% |
$89.5K - $110K
|
3.27K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 8.33% |
$1.05K - $1.29K
|
130
$15.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
21+ 42.0% |
$2.21K - $2.7K
|
71
$8.24K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.75KNew |
$289K - $354K
|
2.75K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-513- 13.67% |
$53.9K - $66K
|
3.24K
$376K
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-10- 0.03% |
$1.05K - $1.29K
|
31.7K
$3.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
11.9KNew |
$1.25M - $1.53M
|
11.9K
$1.38M
|
|