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 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
152+ 29.92% |
$13.9K - $17.8K
|
660
$68.1K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
150New |
$13.7K - $17.5K
|
150
$15.5K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
150+ 2.6% |
$13.7K - $17.5K
|
5.93K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
147New |
$13.5K - $17.2K
|
147
$15.2K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
145New |
$13.3K - $17K
|
145
$15K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
133+ 6.72% |
$12.2K - $15.6K
|
2.11K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
125+ 6.03% |
$11.4K - $14.6K
|
2.2K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
119+ 7.86% |
$10.9K - $13.9K
|
1.63K
$168K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
117+ 0.87% |
$10.7K - $13.7K
|
13.6K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
115+ 1.23% |
$10.5K - $13.4K
|
9.43K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
114+ 0.46% |
$10.4K - $13.3K
|
24.9K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
114New |
$10.4K - $13.3K
|
114
$11.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
113+ 4.16% |
$10.3K - $13.2K
|
2.83K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 44.84% |
$10.3K - $13.2K
|
365
$37.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
111+ 0.91% |
$10.2K - $13K
|
12.4K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.58% |
$10.1K - $12.9K
|
19.1K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
110+ 5.18% |
$10.1K - $12.9K
|
2.23K
$230K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
108+ 1.54% |
$9.89K - $12.6K
|
7.12K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 4.34% |
$9.61K - $12.3K
|
2.52K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104+ 3.82% |
$9.52K - $12.2K
|
2.83K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
104+ 11.45% |
$9.52K - $12.2K
|
1.01K
$104K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
101New |
$9.25K - $11.8K
|
101
$10.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100New |
$9.16K - $11.7K
|
100
$10.3K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.16% |
$9.16K - $11.7K
|
64.2K
$6.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 14.97% |
$9.16K - $11.7K
|
768
$79.2K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.84% |
$9.16K - $11.7K
|
12K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98+ 18.88% |
$8.97K - $11.5K
|
617
$63.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
93+ 13.15% |
$8.52K - $10.9K
|
800
$82.5K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
87New |
$7.97K - $10.2K
|
87
$8.97K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
87New |
$7.97K - $10.2K
|
87
$8.97K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
76+ 0.02% |
$6.96K - $8.89K
|
380K
$39.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
76+ 3.61% |
$6.96K - $8.89K
|
2.18K
$225K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
75+ 3.25% |
$6.87K - $8.77K
|
2.39K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
74+ 1.45% |
$6.78K - $8.65K
|
5.17K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
74+ 0.55% |
$6.78K - $8.65K
|
13.5K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
74+ 1.34% |
$6.78K - $8.65K
|
5.59K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
71+ 1.0% |
$6.5K - $8.3K
|
7.16K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
70New |
$6.41K - $8.19K
|
70
$7.22K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
70+ 0.04% |
$6.41K - $8.19K
|
182K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
60+ 2.42% |
$5.49K - $7.02K
|
2.54K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
57+ 2.38% |
$5.22K - $6.67K
|
2.46K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
56+ 74.67% |
$5.13K - $6.55K
|
131
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 1.79% |
$4.76K - $6.08K
|
2.95K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
50+ 104.17% |
$4.58K - $5.85K
|
98
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
49+ 0.09% |
$4.49K - $5.73K
|
53.1K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
49New |
$4.49K - $5.73K
|
49
$5.05K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46+ 0.47% |
$4.21K - $5.38K
|
9.92K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 0.5% |
$4.12K - $5.26K
|
9.11K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
45+ 2.87% |
$4.12K - $5.26K
|
1.61K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
42New |
$3.85K - $4.91K
|
42
$4.33K
|