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 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
5.67K+ 14.57% |
$595K - $729K
|
44.6K
$4.74M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.54KNew |
$582K - $713K
|
5.54K
$590K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5.38K+ 16.0% |
$565K - $693K
|
39K
$4.15M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.36K+ 31.33% |
$563K - $690K
|
22.5K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 120.27% |
$560K - $687K
|
9.77K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.23K+ 242.43% |
$550K - $674K
|
7.39K
$787K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.18KNew |
$544K - $667K
|
5.18K
$551K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.17K+ 2.65% |
$543K - $666K
|
201K
$21.3M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.16K+ 6.83% |
$542K - $664K
|
80.6K
$8.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$534K - $655K
|
5.09K
$542K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01KNew |
$527K - $645K
|
5.01K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.99K+ 8.55% |
$524K - $642K
|
63.4K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.85K+ 81.0% |
$509K - $624K
|
10.8K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.85KNew |
$509K - $624K
|
4.85K
$516K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.78K+ 21.89% |
$502K - $615K
|
26.6K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.73K+ 9.09% |
$497K - $609K
|
56.8K
$6.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.69K+ 26.25% |
$493K - $604K
|
22.6K
$2.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.68K+ 4.63% |
$492K - $603K
|
106K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.56K+ 282.98% |
$479K - $587K
|
6.17K
$656K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.5K+ 23.56% |
$473K - $579K
|
23.6K
$2.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.35K+ 104.62% |
$457K - $560K
|
8.51K
$905K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.32KNew |
$453K - $556K
|
4.32K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.25K+ 7.94% |
$446K - $547K
|
57.7K
$6.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.1K+ 7.16% |
$430K - $527K
|
61.3K
$6.52M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.06KNew |
$426K - $523K
|
4.06K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.98KNew |
$418K - $512K
|
3.98K
$423K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.92K+ 21.77% |
$412K - $505K
|
21.9K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.86KNew |
$406K - $497K
|
3.86K
$411K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$404K - $495K
|
3.85K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.79K+ 2.59% |
$398K - $488K
|
150K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.79KNew |
$398K - $487K
|
3.79K
$403K
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
3.71K+ 108.91% |
$390K - $478K
|
7.12K
$758K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
3.66KNew |
$384K - $471K
|
3.66K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.61K+ 6.14% |
$379K - $465K
|
62.5K
$6.65M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.6K+ 22.3% |
$378K - $463K
|
19.7K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.58K+ 46.83% |
$376K - $461K
|
11.2K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.48K+ 146.07% |
$365K - $447K
|
5.85K
$623K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.47KNew |
$364K - $446K
|
3.47K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.45K+ 5.95% |
$362K - $444K
|
61.3K
$6.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 3.12% |
$357K - $438K
|
112K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.38K+ 19.95% |
$355K - $435K
|
20.3K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.32K+ 141.46% |
$349K - $427K
|
5.67K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
3.3K+ 5.11% |
$347K - $425K
|
67.9K
$7.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.29K+ 1.57% |
$345K - $423K
|
213K
$22.7M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.27K+ 17.49% |
$344K - $421K
|
22K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.26K+ 6.26% |
$342K - $420K
|
55.3K
$5.88M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.26K+ 213.58% |
$342K - $419K
|
4.78K
$509K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
3.25KNew |
$341K - $418K
|
3.25K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.22K+ 70.83% |
$338K - $414K
|
7.76K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.22K+ 21.63% |
$338K - $414K
|
18.1K
$1.93M
|