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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
729+ 4.03% |
$76.6K - $93.9K
|
18.8K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
721+ 4.18% |
$75.7K - $92.8K
|
18K
$2.01M
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
718+ 14.25% |
$75.4K - $92.4K
|
5.76K
$644K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
709+ 1.12% |
$74.5K - $91.3K
|
63.9K
$7.15M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
707+ 94.39% |
$74.3K - $91K
|
1.46K
$163K
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
706+ 3.25% |
$74.2K - $90.9K
|
22.4K
$2.51M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
699+ 1.73% |
$73.4K - $90K
|
41K
$4.59M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
695+ 26.39% |
$73K - $89.5K
|
3.33K
$372K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
689+ 52.28% |
$72.4K - $88.7K
|
2.01K
$224K
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
675+ 3.24% |
$70.9K - $86.9K
|
21.5K
$2.4M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
672+ 33.85% |
$70.6K - $86.5K
|
2.66K
$297K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
659+ 200.91% |
$69.2K - $84.8K
|
987
$110K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
651+ 15.4% |
$68.4K - $83.8K
|
4.88K
$545K
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
650+ 0.75% |
$68.3K - $83.7K
|
87.7K
$9.81M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
626+ 0.28% |
$65.7K - $80.6K
|
228K
$25.5M
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
626+ 1.43% |
$65.7K - $80.6K
|
44.3K
$4.95M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
610+ 0.94% |
$64.1K - $78.5K
|
65.7K
$7.35M
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600+ 2.45% |
$63K - $77.3K
|
25.1K
$2.8M
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
599+ 1.25% |
$62.9K - $77.1K
|
48.4K
$5.41M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
586+ 16.25% |
$61.5K - $75.4K
|
4.19K
$469K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
585+ 18.94% |
$61.4K - $75.3K
|
3.67K
$411K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
569+ 28.28% |
$59.8K - $73.3K
|
2.58K
$289K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
562+ 2.43% |
$59K - $72.4K
|
23.7K
$2.65M
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
560+ 9.92% |
$58.8K - $72.1K
|
6.21K
$694K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
556+ 19.69% |
$58.4K - $71.6K
|
3.38K
$378K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
553New |
$58.1K - $71.2K
|
553
$61.8K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
553+ 18.2% |
$58.1K - $71.2K
|
3.59K
$402K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
522+ 9.23% |
$54.8K - $67.2K
|
6.18K
$691K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
516+ 13.22% |
$54.2K - $66.4K
|
4.42K
$494K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
512+ 1.24% |
$53.8K - $65.9K
|
41.6K
$4.66M
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
499+ 1.32% |
$52.4K - $64.2K
|
38.2K
$4.27M
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
486+ 3.63% |
$51K - $62.6K
|
13.9K
$1.55M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
478+ 4.75% |
$50.2K - $61.5K
|
10.5K
$1.18M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
468+ 2.66% |
$49.2K - $60.3K
|
18.1K
$2.02M
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
465+ 6.57% |
$48.8K - $59.9K
|
7.55K
$844K
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
461+ 14.73% |
$48.4K - $59.4K
|
3.59K
$402K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
460+ 3.39% |
$48.3K - $59.2K
|
14K
$1.57M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
458+ 12.54% |
$48.1K - $59K
|
4.11K
$460K
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
448+ 0.46% |
$47.1K - $57.7K
|
98.5K
$11M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
447+ 6.91% |
$46.9K - $57.6K
|
6.92K
$774K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
439+ 11.79% |
$46.1K - $56.5K
|
4.16K
$466K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
434+ 15.91% |
$45.6K - $55.9K
|
3.16K
$354K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
421+ 9.49% |
$44.2K - $54.2K
|
4.86K
$543K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
406+ 2.32% |
$42.6K - $52.3K
|
17.9K
$2M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
404+ 77.69% |
$42.4K - $52K
|
924
$103K
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
BUY
|
- |
402+ 2.3% |
$42.2K - $51.8K
|
17.9K
$2M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 60.33% |
$42K - $51.5K
|
1.06K
$119K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
390New |
$41K - $50.2K
|
390
$43.6K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
388+ 0.53% |
$40.8K - $50K
|
74K
$8.28M
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
387+ 63.13% |
$40.6K - $49.8K
|
1K
$112K
|