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 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
917+ 2.35% |
$84K - $107K
|
40K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
904+ 34.06% |
$82.8K - $106K
|
3.56K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
901+ 39.57% |
$82.5K - $105K
|
3.18K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
850New |
$77.8K - $99.4K
|
850
$87.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
815+ 13.88% |
$74.6K - $95.3K
|
6.69K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
810+ 8.87% |
$74.2K - $94.7K
|
9.95K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
803+ 17.29% |
$73.5K - $93.9K
|
5.45K
$562K
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
796+ 13.69% |
$72.9K - $93.1K
|
6.61K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
782+ 4.59% |
$71.6K - $91.4K
|
17.8K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
773+ 6.2% |
$70.8K - $90.4K
|
13.2K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
760New |
$69.6K - $88.9K
|
760
$78.4K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
755+ 2.98% |
$69.1K - $88.3K
|
26.1K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
713+ 4.87% |
$65.3K - $83.4K
|
15.3K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
691+ 16.5% |
$63.3K - $80.8K
|
4.88K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
677+ 4.11% |
$62K - $79.2K
|
17.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
668+ 19.27% |
$61.2K - $78.1K
|
4.13K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
661+ 20.15% |
$60.5K - $77.3K
|
3.94K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
658New |
$60.3K - $76.9K
|
658
$67.9K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
655+ 5.04% |
$60K - $76.6K
|
13.6K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
642+ 29.13% |
$58.8K - $75.1K
|
2.85K
$294K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
641+ 3.75% |
$58.7K - $75K
|
17.7K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
638+ 3.82% |
$58.4K - $74.6K
|
17.3K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
635+ 4.55% |
$58.1K - $74.3K
|
14.6K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
630New |
$57.7K - $73.7K
|
630
$65K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
626+ 18.94% |
$57.3K - $73.2K
|
3.93K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
625+ 11.6% |
$57.2K - $73.1K
|
6.01K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
620New |
$56.8K - $72.5K
|
620
$64K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
612+ 6.87% |
$56K - $71.6K
|
9.52K
$982K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
596+ 2.33% |
$54.6K - $69.7K
|
26.2K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
593+ 0.89% |
$54.3K - $69.3K
|
67.4K
$6.95M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
593+ 32.49% |
$54.3K - $69.3K
|
2.42K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
560+ 30.55% |
$51.3K - $65.5K
|
2.39K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
524+ 17.14% |
$48K - $61.3K
|
3.58K
$369K
|
|
|
Oct 01, 2025
Q1 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
513+ 8.48% |
$47K - $60K
|
6.56K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
509+ 2.04% |
$46.6K - $59.5K
|
25.4K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
500+ 3.39% |
$45.8K - $58.5K
|
15.3K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
472New |
$43.2K - $55.2K
|
472
$48.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
465+ 23.85% |
$42.6K - $54.4K
|
2.42K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
463+ 9.26% |
$42.4K - $54.1K
|
5.46K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
450New |
$41.2K - $52.6K
|
450
$46.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
433+ 2.08% |
$39.6K - $50.6K
|
21.2K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
431+ 10.77% |
$39.5K - $50.4K
|
4.43K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
426New |
$39K - $49.8K
|
426
$43.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
419+ 1.0% |
$38.4K - $49K
|
42.4K
$4.37M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
415+ 9.48% |
$38K - $48.5K
|
4.79K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
414+ 0.93% |
$37.9K - $48.4K
|
45.1K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
405+ 6.98% |
$37.1K - $47.4K
|
6.21K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
401+ 4.51% |
$36.7K - $46.9K
|
9.29K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
400+ 4.65% |
$36.6K - $46.8K
|
9K
$928K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
400+ 10.46% |
$36.6K - $46.8K
|
4.23K
$436K
|