Purchases and Sales Made in Q2 2023 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-24- 0.95% |
$2.49K - $2.75K
|
2.5K
$258K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 20.0% |
$2.49K - $2.75K
|
96
$9.9K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-25- 0.37% |
$2.6K - $2.87K
|
6.78K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-25- 0.43% |
$2.6K - $2.87K
|
5.78K
$596K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.56% |
$2.6K - $2.87K
|
4.45K
$459K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 0.44% |
$2.6K - $2.87K
|
5.61K
$579K
|
|
|
Jul 14, 2023
Q2 2023
|
Touchstone Capital, Inc.
|
SELL
|
- |
-27- 0.05% |
$2.8K - $3.1K
|
52.4K
$5.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 2.74% |
$2.8K - $3.1K
|
960
$99K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-28- 1.36% |
$2.91K - $3.21K
|
2.03K
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-28- 15.64% |
$2.91K - $3.21K
|
151
$15.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 1.99% |
$3.01K - $3.33K
|
1.43K
$147K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-30- 0.46% |
$3.11K - $3.44K
|
6.52K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 5.03% |
$3.11K - $3.44K
|
566
$58.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-31- 0.63% |
$3.22K - $3.56K
|
4.93K
$508K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-32- 0.37% |
$3.32K - $3.67K
|
8.54K
$881K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-36- 0.84% |
$3.74K - $4.13K
|
4.23K
$437K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-37- 13.31% |
$3.84K - $4.24K
|
241
$24.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 1.35% |
$3.84K - $4.24K
|
2.71K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-40- 0.73% |
$4.15K - $4.59K
|
5.44K
$561K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-42- 1.58% |
$4.36K - $4.82K
|
2.62K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-50- 0.54% |
$5.19K - $5.73K
|
9.13K
$941K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-50- 1.85% |
$5.19K - $5.73K
|
2.65K
$273K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-50- 1.16% |
$5.19K - $5.73K
|
4.27K
$440K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-52Closed |
$5.4K - $5.96K
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-53- 0.65% |
$5.5K - $6.08K
|
8.11K
$837K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-55- 0.48% |
$5.71K - $6.31K
|
11.3K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-56- 0.27% |
$5.81K - $6.42K
|
20.4K
$2.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-62- 29.11% |
$6.44K - $7.11K
|
151
$15.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-63- 2.94% |
$6.54K - $7.23K
|
2.08K
$215K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-64- 3.36% |
$6.64K - $7.34K
|
1.84K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-65- 7.82% |
$6.75K - $7.45K
|
766
$79K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-65- 0.31% |
$6.75K - $7.45K
|
20.8K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67- 0.09% |
$6.95K - $7.68K
|
74K
$7.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-67- 0.51% |
$6.95K - $7.68K
|
13K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-73- 0.1% |
$7.58K - $8.37K
|
70.1K
$7.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 7.5% |
$7.79K - $8.6K
|
925
$95.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 86.21% |
$7.79K - $8.6K
|
12
$1.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-75- 1.09% |
$7.79K - $8.6K
|
6.79K
$701K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-78- 43.82% |
$8.1K - $8.95K
|
100
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-90- 1.25% |
$9.34K - $10.3K
|
7.11K
$733K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-95- 47.5% |
$9.86K - $10.9K
|
105
$10.8K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-97- 1.43% |
$10.1K - $11.1K
|
6.67K
$688K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 3.57% |
$10.4K - $11.5K
|
2.7K
$278K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-102- 8.77% |
$10.6K - $11.7K
|
1.06K
$109K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-104- 2.83% |
$10.8K - $11.9K
|
3.57K
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 52.22% |
$11K - $12.2K
|
97
$10K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-113- 52.8% |
$11.7K - $13K
|
101
$10.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-117- 5.12% |
$12.1K - $13.4K
|
2.17K
$224K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 2.4% |
$13K - $14.3K
|
5.08K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 1.44% |
$13.3K - $14.7K
|
8.78K
$905K
|