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 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13New |
$1.36K - $1.58K
|
13
$1.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.3% |
$1.26K - $1.46K
|
4.02K
$425K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11New |
$1.15K - $1.34K
|
11
$1.16K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11+ 0.03% |
$1.15K - $1.34K
|
36.1K
$3.82M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 33.33% |
$1.05K - $1.22K
|
40
$4.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$943 - $1.1K
|
2.66K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.15% |
$838 - $975
|
706
$74.6K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8New |
$838 - $975
|
8
$846
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7+ 2.9% |
$733 - $853
|
248
$26.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$628 - $732
|
6
$634
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 45.45% |
$524 - $610
|
16
$1.69K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 4.95% |
$524 - $610
|
106
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 3.68% |
$524 - $610
|
141
$14.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 50.0% |
$524 - $610
|
15
$1.59K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.0% |
$524 - $610
|
269K
$28.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5+ 0.12% |
$524 - $610
|
4.02K
$425K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 20.0% |
$419 - $488
|
24
$2.54K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 1.24% |
$419 - $488
|
326
$34.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.62% |
$419 - $488
|
653
$69K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 7.84% |
$419 - $488
|
55
$5.81K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.18% |
$314 - $366
|
258
$27.3K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.03% |
$314 - $366
|
295
$31.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.14% |
$209 - $244
|
177
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 12.5% |
$209 - $244
|
18
$1.9K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.88% |
$209 - $244
|
230
$24.3K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.2% |
$209 - $244
|
1.02K
$108K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$105 - $122
|
5.22K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.27% |
$105 - $122
|
373
$39.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $122
|
2.12K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 1.12% |
$105 - $122
|
90
$9.51K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$105 - $122
|
1
$106
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $122
|
2.51K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.26% |
$105 - $122
|
20
$2.11K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.29% |
$105 - $122
|
347
$36.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.29% |
$105 - $122
|
342
$36.2K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1- 0.01% |
$105 - $122
|
7.71K
$815K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 4.55% |
$105 - $122
|
21
$2.22K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.29% |
$314 - $366
|
1.03K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.1% |
$314 - $366
|
3.12K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5- 0.11% |
$524 - $610
|
4.39K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-5- 0.14% |
$524 - $610
|
3.57K
$377K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 8.45% |
$628 - $732
|
65
$6.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 8.33% |
$733 - $853
|
77
$8.14K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8- 8.0% |
$838 - $975
|
92
$9.73K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8- 0.32% |
$838 - $975
|
2.53K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.32% |
$1.05K - $1.22K
|
3.13K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-13- 0.09% |
$1.36K - $1.58K
|
14.3K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.07% |
$1.57K - $1.83K
|
22.6K
$2.39M
|