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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
61+ 1.95% |
$6.41K - $7.85K
|
3.2K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 1.76% |
$6.3K - $7.73K
|
3.47K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
59+ 0.06% |
$6.2K - $7.6K
|
104K
$8.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
54+ 1.93% |
$5.67K - $6.95K
|
2.86K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
54+ 2.42% |
$5.67K - $6.95K
|
2.29K
$197K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
50+ 2.59% |
$5.25K - $6.44K
|
1.98K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.09% |
$4.94K - $6.05K
|
50.9K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.67% |
$4.94K - $6.05K
|
7.05K
$608K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$4.83K - $5.92K
|
46
$3.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
45New |
$4.73K - $5.79K
|
45
$3.88K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
44+ 1.91% |
$4.62K - $5.67K
|
2.35K
$203K
|
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
44+ 0.84% |
$4.62K - $5.67K
|
5.29K
$456K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
42+ 2.39% |
$4.41K - $5.41K
|
1.8K
$155K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42+ 110.53% |
$4.41K - $5.41K
|
80
$6.89K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42+ 30.88% |
$4.41K - $5.41K
|
178
$15.3K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 13.36% |
$4.1K - $5.02K
|
331
$28.5K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
37+ 0.18% |
$3.89K - $4.76K
|
20.4K
$1.76M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
37+ 1.18% |
$3.89K - $4.76K
|
3.16K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36+ 1.21% |
$3.78K - $4.64K
|
3.02K
$260K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 1.85% |
$3.57K - $4.38K
|
1.87K
$161K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
33New |
$3.47K - $4.25K
|
33
$2.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33+ 11.07% |
$3.47K - $4.25K
|
331
$28.5K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33+ 1.03% |
$3.47K - $4.25K
|
3.23K
$278K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.16% |
$2.94K - $3.61K
|
17.4K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
28New |
$2.94K - $3.61K
|
28
$2.41K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27New |
$2.84K - $3.48K
|
27
$2.33K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 4.65% |
$2.73K - $3.35K
|
585
$50.4K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24+ 1.08% |
$2.52K - $3.09K
|
2.24K
$193K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24+ 1.3% |
$2.52K - $3.09K
|
1.87K
$161K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.49% |
$2.52K - $3.09K
|
4.93K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
22+ 0.85% |
$2.31K - $2.83K
|
2.61K
$225K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
21+ 42.0% |
$2.21K - $2.7K
|
71
$6.12K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 0.28% |
$2.1K - $2.58K
|
7.2K
$620K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
20+ 0.23% |
$2.1K - $2.58K
|
8.57K
$739K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
19+ 0.52% |
$2K - $2.45K
|
3.68K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16+ 6.13% |
$1.68K - $2.06K
|
277
$23.9K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.59% |
$1.68K - $2.06K
|
2.73K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 1.24% |
$1.58K - $1.93K
|
1.22K
$105K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
15+ 7.14% |
$1.58K - $1.93K
|
225
$19.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15+ 0.74% |
$1.58K - $1.93K
|
2.04K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.04% |
$1.26K - $1.55K
|
27.5K
$2.37M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 2.75% |
$1.26K - $1.55K
|
448
$38.6K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
11+ 0.28% |
$1.16K - $1.42K
|
3.99K
$343K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 8.33% |
$1.05K - $1.29K
|
130
$11.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$1.05K - $1.29K
|
10
$862
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 1.01% |
$1.05K - $1.29K
|
1.01K
$86.6K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
10+ 0.37% |
$1.05K - $1.29K
|
2.75K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9New |
$945 - $1.16K
|
9
$776
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 100.0% |
$945 - $1.16K
|
18
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.14% |
$840 - $1.03K
|
5.89K
$508K
|