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 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
66+ 3.1% |
$6.85K - $7.57K
|
2.2K
$255K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
66+ 2.03% |
$6.85K - $7.57K
|
3.31K
$384K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 2.08% |
$6.64K - $7.34K
|
3.14K
$365K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
64+ 1.23% |
$6.64K - $7.34K
|
5.25K
$609K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
61+ 0.19% |
$6.33K - $7K
|
31.8K
$3.7M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
58+ 0.33% |
$6.02K - $6.65K
|
17.9K
$2.07M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57+ 0.34% |
$5.92K - $6.54K
|
17K
$1.98M
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
55+ 3.07% |
$5.71K - $6.31K
|
1.85K
$215K
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
52+ 2.63% |
$5.4K - $5.96K
|
2.03K
$236K
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
51+ 1.98% |
$5.29K - $5.85K
|
2.63K
$305K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 196.15% |
$5.29K - $5.85K
|
77
$8.94K
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 0.51% |
$5.19K - $5.73K
|
9.83K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
43+ 0.4% |
$4.46K - $4.93K
|
10.9K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
40+ 0.22% |
$4.15K - $4.59K
|
17.9K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
39+ 17.33% |
$4.05K - $4.47K
|
264
$30.7K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
39New |
$4.05K - $4.47K
|
39
$4.53K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38New |
$3.94K - $4.36K
|
38
$4.41K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
35+ 2.37% |
$3.63K - $4.01K
|
1.51K
$175K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 34.65% |
$3.63K - $4.01K
|
136
$15.8K
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
34+ 0.34% |
$3.53K - $3.9K
|
10.1K
$1.17M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
32+ 80.0% |
$3.32K - $3.67K
|
72
$8.36K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.45% |
$3.32K - $3.67K
|
7.08K
$822K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31+ 2.67% |
$3.22K - $3.56K
|
1.19K
$138K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
30+ 1.05% |
$3.11K - $3.44K
|
2.89K
$336K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
30+ 500.0% |
$3.11K - $3.44K
|
36
$4.18K
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
29+ 0.25% |
$3.01K - $3.33K
|
11.8K
$1.37M
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
29+ 0.7% |
$3.01K - $3.33K
|
4.16K
$482K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
28+ 0.89% |
$2.91K - $3.21K
|
3.17K
$368K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
27+ 0.88% |
$2.8K - $3.1K
|
3.08K
$358K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
27+ 0.91% |
$2.8K - $3.1K
|
3K
$348K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
25+ 1.12% |
$2.6K - $2.87K
|
2.27K
$263K
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
21+ 1.13% |
$2.18K - $2.41K
|
1.88K
$218K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
20+ 0.39% |
$2.08K - $2.29K
|
5.2K
$604K
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
20New |
$2.08K - $2.29K
|
20
$2.32K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 0.99% |
$1.97K - $2.18K
|
1.94K
$226K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 52.94% |
$1.87K - $2.06K
|
52
$6.04K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18+ 0.41% |
$1.87K - $2.06K
|
4.45K
$516K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.91% |
$1.76K - $1.95K
|
1.89K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
16+ 0.51% |
$1.66K - $1.84K
|
3.18K
$369K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 28.3% |
$1.56K - $1.72K
|
68
$7.9K
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
13+ 0.33% |
$1.35K - $1.49K
|
4K
$464K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.4% |
$1.14K - $1.26K
|
2.76K
$320K
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
11+ 0.21% |
$1.14K - $1.26K
|
5.3K
$616K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 25.93% |
$727 - $803
|
34
$3.95K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 19.44% |
$727 - $803
|
43
$4.99K
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.11% |
$727 - $803
|
338
$39.2K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$727 - $803
|
7
$813
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.86% |
$727 - $803
|
820
$95.2K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.94% |
$519 - $573
|
77
$8.94K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.27% |
$519 - $573
|
1.86K
$216K
|