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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
832+ 18.77% |
$86.4K - $95.4K
|
5.27K
$566K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
832+ 41.35% |
$86.4K - $95.4K
|
2.84K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
811+ 12.86% |
$84.2K - $93K
|
7.12K
$766K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
800+ 21.89% |
$83K - $91.8K
|
4.46K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
771+ 104.05% |
$80K - $88.4K
|
1.51K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
754+ 0.05% |
$78.3K - $86.5K
|
1.56M
$168M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
750+ 3.49% |
$77.9K - $86K
|
22.3K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
732+ 13.78% |
$76K - $84K
|
6.04K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
725+ 7.01% |
$75.3K - $83.2K
|
11.1K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
724+ 10.85% |
$75.2K - $83K
|
7.4K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
681+ 26.81% |
$70.7K - $78.1K
|
3.22K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
676+ 17.5% |
$70.2K - $77.5K
|
4.54K
$488K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
664+ 124.11% |
$68.9K - $76.2K
|
1.2K
$129K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
646+ 1.7% |
$67.1K - $74.1K
|
38.5K
$4.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
638+ 1.12% |
$66.2K - $73.2K
|
57.4K
$6.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
613+ 17.08% |
$63.6K - $70.3K
|
4.2K
$452K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
613+ 1.38% |
$63.6K - $70.3K
|
45K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
613+ 4.45% |
$63.6K - $70.3K
|
14.4K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
611+ 7.07% |
$63.4K - $70.1K
|
9.26K
$995K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
608+ 4.39% |
$63.1K - $69.7K
|
14.5K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
605+ 1.06% |
$62.8K - $69.4K
|
57.8K
$6.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
602+ 9.42% |
$62.5K - $69K
|
6.99K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
600+ 6.26% |
$62.3K - $68.8K
|
10.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
599+ 3.35% |
$62.2K - $68.7K
|
18.5K
$1.99M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
572+ 12.99% |
$59.4K - $65.6K
|
4.98K
$535K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
570New |
$59.2K - $65.4K
|
570
$61.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
564+ 0.64% |
$58.5K - $64.7K
|
88.3K
$9.5M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
563+ 19.66% |
$58.4K - $64.6K
|
3.43K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
563+ 19.66% |
$58.4K - $64.6K
|
3.43K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
560+ 10.11% |
$58.1K - $64.2K
|
6.1K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
556+ 5.27% |
$57.7K - $63.8K
|
11.1K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
555+ 61.19% |
$57.6K - $63.7K
|
1.46K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
538+ 15.92% |
$55.8K - $61.7K
|
3.92K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
527+ 0.06% |
$54.7K - $60.4K
|
816K
$87.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
516+ 5.17% |
$53.6K - $59.2K
|
10.5K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
513+ 20.37% |
$53.2K - $58.8K
|
3.03K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500+ 50.0% |
$51.9K - $57.3K
|
1.5K
$161K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 4.81% |
$51.9K - $57.3K
|
10.9K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
488+ 2.7% |
$50.7K - $56K
|
18.5K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
487+ 1.94% |
$50.6K - $55.9K
|
25.6K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
486+ 2.79% |
$50.4K - $55.7K
|
17.9K
$1.92M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 2.74% |
$50K - $55.3K
|
18.1K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
459+ 0.85% |
$47.6K - $52.6K
|
54.6K
$5.88M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
458+ 21.75% |
$47.5K - $52.5K
|
2.56K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
454+ 9.35% |
$47.1K - $52.1K
|
5.31K
$571K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
415+ 106.41% |
$43.1K - $47.6K
|
805
$86.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
415+ 15.23% |
$43.1K - $47.6K
|
3.14K
$338K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
406+ 0.84% |
$42.1K - $46.6K
|
48.8K
$5.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
401+ 19.99% |
$41.6K - $46K
|
2.41K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
401New |
$41.6K - $46K
|
401
$43.1K
|