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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$525 - $644
|
5
$581
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 4.35% |
$525 - $644
|
120
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5+ 0.15% |
$525 - $644
|
3.25K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 1.0% |
$420 - $515
|
406
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.06% |
$315 - $386
|
5.15K
$598K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3+ 0.02% |
$315 - $386
|
12.5K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.65% |
$210 - $258
|
123
$14.3K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.06% |
$210 - $258
|
3.17K
$368K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2+ 0.01% |
$210 - $258
|
25.7K
$2.98M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.95% |
$210 - $258
|
213
$24.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.4% |
$105 - $129
|
251
$29.1K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1+ 5.56% |
$105 - $129
|
19
$2.21K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 2.94% |
$105 - $129
|
35
$4.06K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.03% |
$105 - $129
|
98
$11.4K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 16.67% |
$210 - $258
|
10
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 4.11% |
$315 - $386
|
70
$8.13K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3- 0.16% |
$315 - $386
|
1.93K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 14.29% |
$315 - $386
|
18
$2.09K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 3.85% |
$420 - $515
|
100
$11.6K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 80.0% |
$420 - $515
|
1
$116
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$420 - $515
|
2.86K
$332K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.69% |
$630 - $773
|
867
$101K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 1.57% |
$630 - $773
|
377
$43.8K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6- 0.28% |
$630 - $773
|
2.11K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7- 0.16% |
$735 - $901
|
4.4K
$510K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8- 0.92% |
$840 - $1.03K
|
862
$100K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-9- 0.05% |
$945 - $1.16K
|
17.7K
$2.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-10- 0.22% |
$1.05K - $1.29K
|
4.47K
$519K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.34% |
$1.05K - $1.29K
|
2.97K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.53% |
$1.05K - $1.29K
|
1.87K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-10- 0.03% |
$1.05K - $1.29K
|
31.7K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.23% |
$1.05K - $1.29K
|
4.31K
$501K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-12- 0.58% |
$1.26K - $1.55K
|
2.06K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15- 0.38% |
$1.58K - $1.93K
|
3.93K
$457K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16Closed |
$1.68K - $2.06K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 0.62% |
$1.79K - $2.19K
|
2.75K
$319K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20- 0.07% |
$2.1K - $2.58K
|
27.5K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-20- 0.29% |
$2.1K - $2.58K
|
6.82K
$792K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 23.86% |
$2.21K - $2.7K
|
67
$7.78K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-25- 0.37% |
$2.63K - $3.22K
|
6.8K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-26- 0.5% |
$2.73K - $3.35K
|
5.14K
$597K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 15.17% |
$2.84K - $3.48K
|
151
$17.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-27- 1.28% |
$2.84K - $3.48K
|
2.08K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-28- 0.59% |
$2.94K - $3.61K
|
4.72K
$548K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-29- 0.05% |
$3.05K - $3.73K
|
57.2K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-33- 0.26% |
$3.47K - $4.25K
|
12.5K
$1.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-34- 2.84% |
$3.57K - $4.38K
|
1.16K
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-35- 2.31% |
$3.68K - $4.51K
|
1.48K
$172K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.61% |
$3.89K - $4.76K
|
6.05K
$702K
|