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 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.31K+ 3.63% |
$137K - $168K
|
37.3K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.3K+ 1.86% |
$137K - $168K
|
71.3K
$6.14M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.3KNew |
$137K - $167K
|
1.3K
$112K
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.29K+ 1.87% |
$136K - $166K
|
70.2K
$6.05M
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.29K+ 5.22% |
$135K - $166K
|
25.9K
$2.24M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29K+ 0.0% |
$135K - $166K
|
26.7M
$2.3B
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.28K+ 0.94% |
$135K - $165K
|
138K
$11.9M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.27K+ 22.68% |
$133K - $163K
|
6.84K
$590K
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.26K+ 28.68% |
$132K - $162K
|
5.65K
$487K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 9.25% |
$129K - $158K
|
14.5K
$1.25M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.15K+ 3.39% |
$121K - $148K
|
35K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.13K+ 9.48% |
$119K - $145K
|
13K
$1.12M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 5.69% |
$118K - $144K
|
20.8K
$1.79M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.12K+ 4.39% |
$117K - $144K
|
26.5K
$2.29M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
1.1K+ 27.32% |
$116K - $142K
|
5.13K
$442K
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.08K+ 1.76% |
$113K - $139K
|
62.2K
$5.36M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.07K+ 1.18% |
$112K - $138K
|
91.6K
$7.89M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 13.89% |
$112K - $137K
|
8.75K
$754K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 6.76% |
$109K - $133K
|
16.3K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 2.37% |
$108K - $132K
|
44.4K
$3.82M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.02K+ 27.17% |
$107K - $131K
|
4.78K
$412K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 3.19% |
$106K - $130K
|
32.7K
$2.81M
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1K+ 50.0% |
$105K - $129K
|
3K
$259K
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1K+ 10.09% |
$105K - $129K
|
10.9K
$941K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
$105K - $129K
|
1K
$86.2K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
979+ 8.11% |
$103K - $126K
|
13K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
964+ 3.38% |
$101K - $124K
|
29.5K
$2.54M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
942+ 7.27% |
$98.9K - $121K
|
13.9K
$1.2M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
933+ 2.32% |
$98K - $120K
|
41.2K
$3.55M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
930+ 1.01% |
$97.7K - $120K
|
92.9K
$8M
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
910+ 4.2% |
$95.6K - $117K
|
22.6K
$1.94M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
904+ 15.42% |
$94.9K - $116K
|
6.77K
$583K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 1.21% |
$94.5K - $116K
|
75K
$6.46M
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
897+ 1.68% |
$94.2K - $115K
|
54.2K
$4.67M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
895+ 1.06% |
$94K - $115K
|
85.4K
$7.36M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
870+ 2.86% |
$91.4K - $112K
|
31.3K
$2.7M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
870+ 1.86% |
$91.4K - $112K
|
47.8K
$4.12M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
859+ 5.07% |
$90.2K - $111K
|
17.8K
$1.53M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
856+ 13.66% |
$89.9K - $110K
|
7.12K
$614K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
855+ 5.27% |
$89.8K - $110K
|
17.1K
$1.47M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
852+ 35.26% |
$89.5K - $110K
|
3.27K
$282K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
850+ 1.0% |
$89.3K - $109K
|
86.2K
$7.43M
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
834+ 1413.56% |
$87.6K - $107K
|
893
$77K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
831New |
$87.3K - $107K
|
831
$71.6K
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
825+ 3.39% |
$86.6K - $106K
|
25.1K
$2.17M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
825+ 0.67% |
$86.6K - $106K
|
125K
$10.7M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
825New |
$86.6K - $106K
|
825
$71.1K
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
806+ 4.8% |
$84.7K - $104K
|
17.6K
$1.52M
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
806+ 51.8% |
$84.7K - $104K
|
2.36K
$204K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
785+ 32.68% |
$82.4K - $101K
|
3.19K
$275K
|