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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$163K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$163K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$163K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
1.69KNew |
$177K - $206K
|
1.69K
$162K
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.68K+ 79.81% |
$176K - $205K
|
3.79K
$363K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.67KNew |
$175K - $204K
|
1.67K
$160K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.66KNew |
$174K - $203K
|
1.66K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$159K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.66K+ 18.22% |
$174K - $202K
|
10.8K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$159K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$159K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$170K - $198K
|
1.62K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.61K+ 4.01% |
$168K - $196K
|
41.7K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.6K+ 13.69% |
$168K - $195K
|
13.3K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.6K+ 45.15% |
$167K - $195K
|
5.14K
$493K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.55K+ 4.28% |
$163K - $189K
|
37.8K
$3.63M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.49K+ 17.79% |
$156K - $182K
|
9.87K
$947K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.47K+ 51.15% |
$154K - $179K
|
4.34K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.4K+ 0.15% |
$147K - $171K
|
924K
$88.7M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.35K+ 8.75% |
$141K - $164K
|
16.7K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.34K+ 7.44% |
$140K - $163K
|
19.3K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33K+ 271.17% |
$139K - $162K
|
1.82K
$174K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.31K+ 4.4% |
$138K - $160K
|
31.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 4.79% |
$138K - $160K
|
28.7K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 0.64% |
$137K - $160K
|
206K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.27K+ 98.76% |
$133K - $155K
|
2.56K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 5.64% |
$133K - $155K
|
23.8K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.25K+ 9.28% |
$131K - $153K
|
14.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.22K+ 3.09% |
$128K - $149K
|
40.7K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.21K+ 30.27% |
$127K - $148K
|
5.22K
$501K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.2K+ 14.56% |
$126K - $147K
|
9.46K
$908K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.2K+ 14.33% |
$126K - $146K
|
9.57K
$919K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 495.28% |
$121K - $141K
|
1.39K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 769.13% |
$120K - $140K
|
1.3K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.13K+ 2.19% |
$119K - $138K
|
52.8K
$5.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.12K+ 56.92% |
$117K - $136K
|
3.08K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 21.37% |
$116K - $135K
|
6.3K
$605K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11K+ 4.22% |
$116K - $135K
|
27.3K
$2.62M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.1K+ 3.08% |
$115K - $134K
|
36.8K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.06KNew |
$111K - $129K
|
1.06K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.06K+ 16.9% |
$111K - $129K
|
7.32K
$702K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.04K+ 42.12% |
$109K - $127K
|
3.51K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1.02K+ 25.93% |
$107K - $125K
|
4.96K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
1K+ 10.0% |
$105K - $122K
|
11K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1K+ 1.36% |
$105K - $122K
|
74.5K
$7.15M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
997+ 33.67% |
$104K - $122K
|
3.96K
$380K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
989New |
$104K - $121K
|
989
$94.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
986+ 1.81% |
$103K - $120K
|
55.3K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
951+ 20.97% |
$99.6K - $116K
|
5.49K
$526K
|