Purchases and Sales Made in Q1 2025 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q1 2025. 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 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
41+ 1.17% |
$3.75K - $4.79K
|
3.54K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 0.87% |
$3.75K - $4.79K
|
4.77K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
38New |
$3.48K - $4.44K
|
38
$3.92K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
36New |
$3.3K - $4.21K
|
36
$3.71K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
33+ 0.22% |
$3.02K - $3.86K
|
14.8K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
33+ 1.2% |
$3.02K - $3.86K
|
2.79K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
31New |
$2.84K - $3.62K
|
31
$3.2K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31+ 0.76% |
$2.84K - $3.62K
|
4.12K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 10.4% |
$2.84K - $3.62K
|
329
$33.9K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
29+ 12.55% |
$2.66K - $3.39K
|
260
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.38% |
$2.47K - $3.16K
|
7.08K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27New |
$2.47K - $3.16K
|
27
$2.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 9.13% |
$2.2K - $2.81K
|
287
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.86% |
$2.11K - $2.69K
|
2.68K
$277K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.85% |
$2.01K - $2.57K
|
2.61K
$269K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
20+ 0.33% |
$1.83K - $2.34K
|
6.05K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.35% |
$1.65K - $2.1K
|
5.14K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
14+ 0.57% |
$1.28K - $1.64K
|
2.46K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.32% |
$1.19K - $1.52K
|
4.02K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$1.1K - $1.4K
|
12
$1.24K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12+ 3.34% |
$1.1K - $1.4K
|
371
$38.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 31.43% |
$1.01K - $1.29K
|
46
$4.74K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
11+ 3.01% |
$1.01K - $1.29K
|
376
$38.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
9+ 100.0% |
$824 - $1.05K
|
18
$1.86K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$733 - $935
|
8
$825
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8+ 0.18% |
$733 - $935
|
4.38K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8+ 0.17% |
$733 - $935
|
4.66K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 100.0% |
$549 - $702
|
12
$1.24K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$549 - $702
|
6
$619
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5New |
$458 - $585
|
5
$516
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$458 - $585
|
5
$516
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.13% |
$458 - $585
|
3.79K
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 80.0% |
$366 - $468
|
9
$928
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 1.19% |
$366 - $468
|
341
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 7.69% |
$275 - $351
|
42
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3+ 150.0% |
$275 - $351
|
5
$516
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3+ 0.09% |
$275 - $351
|
3.24K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$275 - $351
|
3
$309
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$275 - $351
|
3
$309
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 11.11% |
$275 - $351
|
30
$3.09K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.06% |
$183 - $234
|
3.58K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$183 - $234
|
2
$206
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$183 - $234
|
2
$206
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$183 - $234
|
2
$206
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.7% |
$183 - $234
|
287
$29.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1+ 0.02% |
$91.6 - $117
|
5.78K
$596K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$91.6 - $117
|
1
$103
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.74% |
$91.6 - $117
|
136
$14K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.05% |
$91.6 - $117
|
96
$9.9K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$91.6 - $117
|
6
$619
|