Latest Institutional Purchases of Price T Rowe Group Inc (TROW)
This list provides information on the latest institutional transactions involving Price T Rowe Group Inc (TROW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
35+ 0.35% |
$3.62K - $4.44K
|
10K
$1.25M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$2.58K - $3.17K
|
25
$3.1K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
19New |
$1.96K - $2.41K
|
19
$2.36K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13New |
$1.34K - $1.65K
|
13
$1.61K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.38% |
$1.24K - $1.52K
|
3.18K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 7.91% |
$1.14K - $1.39K
|
150
$18.6K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.03K - $1.27K
|
10
$1.24K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$620 - $761
|
6
$745
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$517 - $634
|
5
$621
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 0.42% |
$517 - $634
|
1.19K
$147K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4New |
$413 - $507
|
4
$497
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.17% |
$103 - $127
|
47
$5.84K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
144KNew |
$14.9M - $16.5M
|
144K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
54.3KNew |
$5.63M - $6.22M
|
54.3K
$6.74M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52.4K+ 202.58% |
$5.44M - $6.01M
|
78.2K
$9.72M
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
11.6K+ 16.65% |
$1.21M - $1.33M
|
81.4K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
5.7KNew |
$592K - $654K
|
5.7K
$708K
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.75KNew |
$493K - $545K
|
4.75K
$590K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.69KNew |
$383K - $423K
|
3.69K
$458K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.63KNew |
$377K - $416K
|
3.63K
$451K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.2KNew |
$332K - $367K
|
3.2K
$397K
|
|
Jul 14, 2023
Q2 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.96K+ 103.14% |
$307K - $339K
|
5.83K
$724K
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
2.2K+ 22.45% |
$228K - $252K
|
12K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.85KNew |
$192K - $212K
|
1.85K
$230K
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$188K - $207K
|
1.81K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.77KNew |
$184K - $203K
|
1.77K
$220K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.74KNew |
$181K - $200K
|
1.74K
$216K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.74KNew |
$181K - $200K
|
1.74K
$216K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.51K+ 13.77% |
$157K - $173K
|
12.5K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
890+ 10.01% |
$92.4K - $102K
|
9.78K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
864New |
$89.7K - $99.1K
|
864
$107K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
570New |
$59.2K - $65.4K
|
570
$70.8K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
302New |
$31.3K - $34.6K
|
302
$37.5K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
279+ 10.38% |
$29K - $32K
|
2.97K
$368K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
235+ 2.15% |
$24.4K - $27K
|
11.1K
$1.38M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
230New |
$23.9K - $26.4K
|
230
$28.6K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
200New |
$20.8K - $22.9K
|
200
$24.8K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
178+ 9.53% |
$18.5K - $20.4K
|
2.05K
$254K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
110New |
$11.4K - $12.6K
|
110
$13.7K
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
103New |
$10.7K - $11.8K
|
103
$12.8K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
75New |
$7.79K - $8.6K
|
75
$9.31K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
39New |
$4.05K - $4.47K
|
39
$4.84K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38New |
$3.94K - $4.36K
|
38
$4.72K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
29+ 0.7% |
$3.01K - $3.33K
|
4.16K
$516K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
25+ 1.12% |
$2.6K - $2.87K
|
2.27K
$281K
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
20New |
$2.08K - $2.29K
|
20
$2.48K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 28.3% |
$1.56K - $1.72K
|
68
$8.44K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$727 - $803
|
7
$869
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.19% |
$415 - $459
|
2.09K
$259K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$104 - $115
|
51
$6.33K
|