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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 3.85% |
$91.6 - $117
|
25
$2.58K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 5.26% |
$91.6 - $117
|
18
$1.86K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 25.0% |
$91.6 - $117
|
3
$309
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.04% |
$183 - $234
|
4.72K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.07% |
$183 - $234
|
2.95K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 13.33% |
$366 - $468
|
26
$2.68K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 16.67% |
$366 - $468
|
20
$2.06K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5- 0.13% |
$458 - $585
|
3.8K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-6- 0.1% |
$549 - $702
|
6K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 1.13% |
$549 - $702
|
524
$54.1K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.68% |
$641 - $819
|
1.02K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 0.44% |
$641 - $819
|
1.6K
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 20.59% |
$641 - $819
|
27
$2.79K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-8- 10.0% |
$733 - $935
|
72
$7.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 8.0% |
$733 - $935
|
92
$9.49K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.82% |
$733 - $935
|
964
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-9Closed |
$824 - $1.05K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9- 0.4% |
$824 - $1.05K
|
2.23K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 25.0% |
$916 - $1.17K
|
30
$3.09K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10- 0.05% |
$916 - $1.17K
|
18.9K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12- 38.71% |
$1.1K - $1.4K
|
19
$1.96K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-12- 6.42% |
$1.1K - $1.4K
|
175
$18.1K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12- 0.27% |
$1.1K - $1.4K
|
4.4K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 10.17% |
$1.1K - $1.4K
|
106
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-13- 0.53% |
$1.19K - $1.52K
|
2.42K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 72.22% |
$1.19K - $1.52K
|
5
$516
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.35% |
$1.28K - $1.64K
|
3.95K
$407K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14- 0.05% |
$1.28K - $1.64K
|
29.7K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14- 0.35% |
$1.28K - $1.64K
|
4.01K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.34% |
$1.37K - $1.75K
|
4.34K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 19.28% |
$1.47K - $1.87K
|
67
$6.91K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.77% |
$1.74K - $2.22K
|
2.45K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 1.99% |
$1.74K - $2.22K
|
937
$96.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.66% |
$1.83K - $2.34K
|
3K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-23- 0.17% |
$2.11K - $2.69K
|
13.8K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 32.47% |
$2.29K - $2.92K
|
52
$5.36K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-25- 0.33% |
$2.29K - $2.92K
|
7.66K
$790K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 15.15% |
$2.29K - $2.92K
|
140
$14.4K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-27- 6.91% |
$2.47K - $3.16K
|
364
$37.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 5.65% |
$2.56K - $3.27K
|
468
$48.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-29- 3.81% |
$2.66K - $3.39K
|
732
$75.5K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-30- 1.35% |
$2.75K - $3.51K
|
2.2K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-30- 0.15% |
$2.75K - $3.51K
|
20.3K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-30- 30.61% |
$2.75K - $3.51K
|
68
$7.01K
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-32- 0.01% |
$2.93K - $3.74K
|
431K
$44.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33- 16.02% |
$3.02K - $3.86K
|
173
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 20.63% |
$3.02K - $3.86K
|
127
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-35- 0.73% |
$3.2K - $4.09K
|
4.74K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36- 1.68% |
$3.3K - $4.21K
|
2.11K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-38- 0.47% |
$3.48K - $4.44K
|
8.13K
$839K
|