Purchases and Sales Made in Q1 2024 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q1 2024. 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, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
52+ 1.38% |
$5.45K - $6.34K
|
3.81K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
50+ 0.24% |
$5.24K - $6.1K
|
21.2K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
50+ 1.07% |
$5.24K - $6.1K
|
4.71K
$547K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
50+ 2.17% |
$5.24K - $6.1K
|
2.35K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 0.39% |
$5.24K - $6.1K
|
13K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 2.06% |
$5.13K - $5.97K
|
2.43K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
48+ 1.58% |
$5.03K - $5.85K
|
3.09K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
47+ 2.49% |
$4.92K - $5.73K
|
1.94K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
47+ 23.62% |
$4.92K - $5.73K
|
246
$28.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
45+ 1.94% |
$4.71K - $5.49K
|
2.36K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
45+ 1.79% |
$4.71K - $5.49K
|
2.55K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
44+ 1.31% |
$4.61K - $5.36K
|
3.42K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 1.97% |
$4.5K - $5.24K
|
2.23K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 4.16% |
$4.4K - $5.12K
|
1.05K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$4.08K - $4.75K
|
39
$4.53K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 1.65% |
$3.98K - $4.63K
|
2.34K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
36+ 0.82% |
$3.77K - $4.39K
|
4.41K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
35+ 0.22% |
$3.67K - $4.27K
|
16K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
34+ 0.79% |
$3.56K - $4.15K
|
4.35K
$505K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
33+ 1.34% |
$3.46K - $4.02K
|
2.5K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 1.18% |
$3.46K - $4.02K
|
2.83K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 47.62% |
$3.14K - $3.66K
|
93
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.42% |
$3.14K - $3.66K
|
7.1K
$825K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 18.47% |
$3.04K - $3.54K
|
186
$21.6K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
29+ 9.09% |
$3.04K - $3.54K
|
348
$40.4K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28+ 0.33% |
$2.93K - $3.41K
|
8.63K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
28+ 0.68% |
$2.93K - $3.41K
|
4.12K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 1.15% |
$2.72K - $3.17K
|
2.29K
$266K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
22+ 0.44% |
$2.3K - $2.68K
|
4.98K
$578K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
22+ 0.76% |
$2.3K - $2.68K
|
2.92K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22+ 0.95% |
$2.3K - $2.68K
|
2.34K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
21+ 0.9% |
$2.2K - $2.56K
|
2.36K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
20+ 0.41% |
$2.09K - $2.44K
|
4.89K
$567K
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
20+ 0.73% |
$2.09K - $2.44K
|
2.74K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
20+ 1.04% |
$2.09K - $2.44K
|
1.94K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
19+ 0.43% |
$1.99K - $2.32K
|
4.46K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
18+ 0.8% |
$1.89K - $2.19K
|
2.27K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17+ 0.32% |
$1.78K - $2.07K
|
5.3K
$615K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 5.33% |
$1.68K - $1.95K
|
316
$36.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
16New |
$1.68K - $1.95K
|
16
$1.86K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13New |
$1.36K - $1.58K
|
13
$1.51K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
13+ 0.45% |
$1.36K - $1.58K
|
2.87K
$333K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
13New |
$1.36K - $1.58K
|
13
$1.51K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13+ 0.61% |
$1.36K - $1.58K
|
2.13K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.3% |
$1.26K - $1.46K
|
4.02K
$467K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11New |
$1.15K - $1.34K
|
11
$1.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11+ 0.03% |
$1.15K - $1.34K
|
36.1K
$4.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 33.33% |
$1.05K - $1.22K
|
40
$4.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$943 - $1.1K
|
2.66K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8New |
$838 - $975
|
8
$929
|