Purchases and Sales Made in Q1 2023 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q1 2023. The information is specifically focused on institutions that hold shares of PRICE T ROWE GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
185+ 4.79% |
$19.4K - $23.8K
|
4.05K
$470K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
182+ 18.46% |
$19.1K - $23.4K
|
1.17K
$136K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
172+ 0.54% |
$18.1K - $22.1K
|
32.1K
$3.73M
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
171+ 8.93% |
$18K - $22K
|
2.09K
$242K
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
165+ 6.16% |
$17.3K - $21.2K
|
2.85K
$330K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
163+ 1.83% |
$17.1K - $21K
|
9.09K
$1.06M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
158+ 4.59% |
$16.6K - $20.3K
|
3.6K
$418K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
151+ 1.64% |
$15.9K - $19.4K
|
9.37K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$15.8K - $19.3K
|
150
$17.4K
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
150+ 319.15% |
$15.8K - $19.3K
|
197
$22.9K
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
147+ 6.04% |
$15.4K - $18.9K
|
2.58K
$299K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
145+ 263.64% |
$15.2K - $18.7K
|
200
$23.2K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
143+ 4.93% |
$15K - $18.4K
|
3.05K
$354K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
142New |
$14.9K - $18.3K
|
142
$16.5K
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
138+ 0.91% |
$14.5K - $17.8K
|
15.3K
$1.78M
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
136+ 5.08% |
$14.3K - $17.5K
|
2.81K
$326K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
135+ 0.74% |
$14.2K - $17.4K
|
18.5K
$2.14M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
126+ 0.78% |
$13.2K - $16.2K
|
16.3K
$1.89M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
125+ 4.13% |
$13.1K - $16.1K
|
3.15K
$366K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
119+ 1.45% |
$12.5K - $15.3K
|
8.34K
$968K
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
110+ 0.94% |
$11.6K - $14.2K
|
11.8K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
106+ 21.63% |
$11.1K - $13.6K
|
596
$69.2K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
103+ 2.03% |
$10.8K - $13.3K
|
5.18K
$602K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103+ 5.07% |
$10.8K - $13.3K
|
2.13K
$248K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
100+ 28.74% |
$10.5K - $12.9K
|
448
$52K
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 1.79% |
$10.5K - $12.9K
|
5.7K
$661K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 7.28% |
$10.5K - $12.9K
|
1.47K
$171K
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.47% |
$10.5K - $12.9K
|
6.9K
$801K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$10.5K - $12.9K
|
39.1K
$4.54M
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
100+ 4.09% |
$10.5K - $12.9K
|
2.55K
$296K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
98+ 105.38% |
$10.3K - $12.6K
|
191
$22.2K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
97+ 3.42% |
$10.2K - $12.5K
|
2.94K
$341K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
96+ 0.94% |
$10.1K - $12.4K
|
10.3K
$1.2M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
90+ 2.09% |
$9.45K - $11.6K
|
4.41K
$512K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81+ 0.75% |
$8.51K - $10.4K
|
11K
$1.27M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
78+ 185.71% |
$8.19K - $10K
|
120
$13.9K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
76+ 4.09% |
$7.98K - $9.79K
|
1.94K
$225K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
76+ 0.81% |
$7.98K - $9.79K
|
9.43K
$1.09M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
74New |
$7.77K - $9.53K
|
74
$8.59K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
74+ 6.98% |
$7.77K - $9.53K
|
1.13K
$132K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
73New |
$7.67K - $9.4K
|
73
$8.48K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
72+ 1.5% |
$7.56K - $9.27K
|
4.87K
$565K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$7.25K - $8.88K
|
69
$8.01K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
68+ 49.64% |
$7.14K - $8.76K
|
205
$23.8K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
66+ 1.85% |
$6.93K - $8.5K
|
3.63K
$422K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
64New |
$6.72K - $8.24K
|
64
$7.43K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
61+ 1.95% |
$6.41K - $7.85K
|
3.2K
$371K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
61+ 28.77% |
$6.41K - $7.85K
|
273
$31.7K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 1.76% |
$6.3K - $7.73K
|
3.47K
$403K
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
59+ 0.06% |
$6.2K - $7.6K
|
104K
$12.1M
|