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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
185+ 7.4% |
$19.2K - $21.2K
|
2.69K
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
180+ 0.68% |
$18.7K - $20.6K
|
26.6K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
178+ 9.53% |
$18.5K - $20.4K
|
2.05K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
174+ 4.2% |
$18.1K - $20K
|
4.32K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
171+ 3.22% |
$17.7K - $19.6K
|
5.49K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
169+ 1.07% |
$17.5K - $19.4K
|
15.9K
$1.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
169+ 0.36% |
$17.5K - $19.4K
|
47.7K
$5.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
164+ 6.27% |
$17K - $18.8K
|
2.78K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
161+ 0.62% |
$16.7K - $18.5K
|
26.1K
$3.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
160+ 0.34% |
$16.6K - $18.4K
|
47K
$5.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
159+ 8.25% |
$16.5K - $18.2K
|
2.09K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
153+ 6.26% |
$15.9K - $17.5K
|
2.6K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
152+ 2.22% |
$15.8K - $17.4K
|
6.99K
$812K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
147+ 6.44% |
$15.3K - $16.9K
|
2.43K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
147+ 1.05% |
$15.3K - $16.9K
|
14.2K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
139+ 2.46% |
$14.4K - $15.9K
|
5.79K
$673K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 15.57% |
$14K - $15.5K
|
1K
$116K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 15.57% |
$14K - $15.5K
|
1K
$116K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
132+ 0.06% |
$13.7K - $15.1K
|
234K
$27.1M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
132+ 0.06% |
$13.7K - $15.1K
|
234K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
129+ 3.1% |
$13.4K - $14.8K
|
4.29K
$499K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
120+ 6.14% |
$12.5K - $13.8K
|
2.07K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
118+ 1.6% |
$12.2K - $13.5K
|
7.51K
$872K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
116+ 1.36% |
$12K - $13.3K
|
8.66K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
114+ 4.48% |
$11.8K - $13.1K
|
2.66K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112New |
$11.6K - $12.8K
|
112
$13K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
110New |
$11.4K - $12.6K
|
110
$12.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
106+ 2.89% |
$11K - $12.2K
|
3.78K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
105+ 2.16% |
$10.9K - $12K
|
4.96K
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
104+ 1.78% |
$10.8K - $11.9K
|
5.94K
$690K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
103+ 35.15% |
$10.7K - $11.8K
|
396
$46K
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
103New |
$10.7K - $11.8K
|
103
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
103+ 0.58% |
$10.7K - $11.8K
|
17.9K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$10.4K - $11.5K
|
100
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 1.71% |
$10.3K - $11.4K
|
5.89K
$684K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
96+ 67.61% |
$9.96K - $11K
|
238
$27.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
95+ 0.43% |
$9.86K - $10.9K
|
22.4K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Viking Fund Management LLC
|
BUY
|
- |
90New |
$9.34K - $10.3K
|
90
$10.5K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
88+ 149.15% |
$9.13K - $10.1K
|
147
$17.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
87+ 34.66% |
$9.03K - $9.98K
|
338
$39.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 7.96% |
$8.82K - $9.75K
|
1.15K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
81+ 8.56% |
$8.41K - $9.29K
|
1.03K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
81+ 1.01% |
$8.41K - $9.29K
|
8.06K
$936K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
76+ 22.82% |
$7.89K - $8.72K
|
409
$47.5K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
75New |
$7.79K - $8.6K
|
75
$8.71K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
74New |
$7.68K - $8.49K
|
74
$8.59K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
73+ 36.14% |
$7.58K - $8.37K
|
275
$31.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
72+ 0.7% |
$7.47K - $8.26K
|
10.4K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
70+ 1.78% |
$7.27K - $8.03K
|
4K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
69+ 98.57% |
$7.16K - $7.91K
|
139
$16.1K
|