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 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.35K+ 16.78% |
$246K - $286K
|
16.3K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$246K - $286K
|
2.34K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.32K+ 0.79% |
$243K - $283K
|
295K
$29.2M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 68.08% |
$240K - $279K
|
5.66K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
2.24K+ 33.83% |
$235K - $273K
|
8.87K
$876K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.23KNew |
$234K - $272K
|
2.23K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.16KNew |
$226K - $263K
|
2.16K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.15K+ 23.6% |
$225K - $262K
|
11.2K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.14KNew |
$224K - $261K
|
2.14K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.14KNew |
$224K - $261K
|
2.14K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.14K+ 36.49% |
$224K - $260K
|
7.99K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.13K+ 2.92% |
$223K - $260K
|
75.1K
$7.42M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.09KNew |
$219K - $255K
|
2.09K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.09KNew |
$218K - $254K
|
2.09K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
2.06K+ 65.44% |
$216K - $251K
|
5.21K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$214K - $249K
|
2.04K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.04K+ 95.68% |
$213K - $248K
|
4.17K
$411K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.04KNew |
$213K - $248K
|
2.04K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.03K+ 39.51% |
$213K - $247K
|
7.17K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.02K+ 31.88% |
$212K - $247K
|
8.37K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2K+ 77.84% |
$210K - $244K
|
4.57K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.98K+ 15.2% |
$208K - $242K
|
15K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.97KNew |
$207K - $241K
|
1.97K
$195K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.95KNew |
$204K - $238K
|
1.95K
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.92KNew |
$201K - $234K
|
1.92K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$199K - $232K
|
1.9K
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.9KNew |
$198K - $231K
|
1.9K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.88K+ 9.33% |
$197K - $229K
|
22K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.88KNew |
$196K - $229K
|
1.88K
$185K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
1.86KNew |
$194K - $226K
|
1.86K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.83KNew |
$192K - $223K
|
1.83K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.83K+ 57.76% |
$191K - $223K
|
4.99K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
1.8KNew |
$189K - $219K
|
1.8K
$178K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.79KNew |
$188K - $219K
|
1.79K
$177K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.78KNew |
$187K - $217K
|
1.78K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.78KNew |
$186K - $217K
|
1.78K
$176K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
1.78KNew |
$186K - $217K
|
1.78K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.78KNew |
$186K - $217K
|
1.78K
$176K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.77KNew |
$186K - $216K
|
1.77K
$175K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.77KNew |
$185K - $215K
|
1.77K
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 53.12% |
$184K - $215K
|
5.07K
$501K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.75KNew |
$183K - $213K
|
1.75K
$173K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$182K - $212K
|
1.74K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.73KNew |
$181K - $211K
|
1.73K
$171K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.72KNew |
$180K - $210K
|
1.72K
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.72K+ 8.79% |
$180K - $209K
|
21.2K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.71KNew |
$180K - $209K
|
1.71K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.71K+ 50.06% |
$179K - $209K
|
5.13K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.71K+ 0.36% |
$179K - $208K
|
472K
$46.7M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.7KNew |
$178K - $208K
|
1.7K
$168K
|