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
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
323+ 14.52% |
$29.6K - $37.8K
|
2.55K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
320+ 12.83% |
$29.3K - $37.4K
|
2.82K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
305+ 4.44% |
$27.9K - $35.7K
|
7.17K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
301+ 12.15% |
$27.6K - $35.2K
|
2.78K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
283+ 65.21% |
$25.9K - $33.1K
|
717
$77.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
276+ 5.1% |
$25.3K - $32.3K
|
5.69K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
274+ 0.75% |
$25.1K - $32K
|
37K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
271+ 11.11% |
$24.8K - $31.7K
|
2.71K
$291K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
269+ 6.25% |
$24.6K - $31.5K
|
4.57K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
257+ 0.51% |
$23.5K - $30.1K
|
51K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
256+ 0.89% |
$23.4K - $29.9K
|
29.2K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
254+ 0.3% |
$23.3K - $29.7K
|
85.8K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
251+ 2510.0% |
$23K - $29.3K
|
261
$28.1K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
250New |
$22.9K - $29.2K
|
250
$26.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
250New |
$22.9K - $29.2K
|
250
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
243+ 27.87% |
$22.3K - $28.4K
|
1.12K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
242+ 0.09% |
$22.2K - $28.3K
|
270K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
238+ 3.09% |
$21.8K - $27.8K
|
7.93K
$853K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
236+ 0.85% |
$21.6K - $27.6K
|
27.9K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 6.33% |
$21.5K - $27.5K
|
3.95K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
234New |
$21.4K - $27.4K
|
234
$25.2K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
224+ 1.12% |
$20.5K - $26.2K
|
20.2K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
218+ 2.2% |
$20K - $25.5K
|
10.1K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
213+ 3.86% |
$19.5K - $24.9K
|
5.73K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 27.93% |
$19.4K - $24.8K
|
971
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
212+ 9.31% |
$19.4K - $24.8K
|
2.49K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
209+ 0.87% |
$19.1K - $24.4K
|
24.3K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
200+ 8.38% |
$18.3K - $23.4K
|
2.59K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
186+ 1.09% |
$17K - $21.7K
|
17.3K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
181+ 0.15% |
$16.6K - $21.2K
|
123K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
178+ 8.61% |
$16.3K - $20.8K
|
2.25K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
173+ 2.79% |
$15.8K - $20.2K
|
6.37K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
172+ 3.12% |
$15.8K - $20.1K
|
5.68K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
171+ 2.57% |
$15.7K - $20K
|
6.82K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
170+ 4.19% |
$15.6K - $19.9K
|
4.23K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
166+ 3.23% |
$15.2K - $19.4K
|
5.3K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
161+ 32.39% |
$14.7K - $18.8K
|
658
$70.8K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
161+ 7.49% |
$14.7K - $18.8K
|
2.31K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
159+ 14.57% |
$14.6K - $18.6K
|
1.25K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
159New |
$14.6K - $18.6K
|
159
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
156New |
$14.3K - $18.2K
|
156
$16.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
153+ 1.35% |
$14K - $17.9K
|
11.5K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
152+ 29.92% |
$13.9K - $17.8K
|
660
$71K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
150New |
$13.7K - $17.5K
|
150
$16.1K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
150+ 2.6% |
$13.7K - $17.5K
|
5.93K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
147New |
$13.5K - $17.2K
|
147
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
145New |
$13.3K - $17K
|
145
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
133+ 6.72% |
$12.2K - $15.6K
|
2.11K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
125+ 6.03% |
$11.4K - $14.6K
|
2.2K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
119+ 7.86% |
$10.9K - $13.9K
|
1.63K
$176K
|