Purchases and Sales Made in Q2 2024 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q2 2024. 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 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.83% |
$2.83K - $3.13K
|
3.15K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.29% |
$2.72K - $3.01K
|
8.54K
$972K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
25+ 0.33% |
$2.72K - $3.01K
|
7.64K
$870K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
23+ 0.61% |
$2.5K - $2.77K
|
3.79K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22+ 40.0% |
$2.39K - $2.65K
|
77
$8.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22+ 0.29% |
$2.39K - $2.65K
|
7.73K
$881K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.13% |
$2.17K - $2.41K
|
15.8K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
20+ 1.03% |
$2.17K - $2.41K
|
1.96K
$223K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19+ 0.89% |
$2.07K - $2.29K
|
2.16K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
17+ 0.98% |
$1.85K - $2.05K
|
1.74K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 113.33% |
$1.85K - $2.05K
|
32
$3.64K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 0.02% |
$1.63K - $1.8K
|
72.7K
$8.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.79% |
$1.52K - $1.68K
|
1.79K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 15.56% |
$1.52K - $1.68K
|
104
$11.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 40.0% |
$1.52K - $1.68K
|
49
$5.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 4.07% |
$1.3K - $1.44K
|
307
$35K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12+ 0.01% |
$1.3K - $1.44K
|
216K
$24.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 68.75% |
$1.2K - $1.32K
|
27
$3.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$1.09K - $1.2K
|
10
$1.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.66% |
$1.09K - $1.2K
|
1.53K
$174K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.86% |
$978 - $1.08K
|
1.06K
$121K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.02% |
$978 - $1.08K
|
38.1K
$4.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$978 - $1.08K
|
9
$1.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 80.0% |
$870 - $962
|
18
$2.05K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.23% |
$870 - $962
|
3.55K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$870 - $962
|
8
$911
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.61% |
$652 - $722
|
379
$43.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.85% |
$652 - $722
|
712
$81.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 0.14% |
$652 - $722
|
4.36K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 15.0% |
$652 - $722
|
46
$5.24K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.34% |
$544 - $602
|
1.46K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$544 - $602
|
5
$569
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.95% |
$544 - $602
|
532
$60.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 45.45% |
$544 - $602
|
16
$1.82K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 11.11% |
$544 - $602
|
50
$5.69K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.57% |
$544 - $602
|
323
$36.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 2.15% |
$435 - $481
|
190
$21.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.25% |
$435 - $481
|
1.59K
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 2.84% |
$435 - $481
|
145
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$326 - $361
|
3
$342
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3+ 0.11% |
$326 - $361
|
2.62K
$298K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$326 - $361
|
4
$455
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 15.0% |
$326 - $361
|
23
$2.62K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.3% |
$326 - $361
|
233
$26.5K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 0.92% |
$326 - $361
|
329
$37.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.07% |
$217 - $241
|
2.83K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.18% |
$217 - $241
|
171
$19.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$217 - $241
|
2.71K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.03% |
$217 - $241
|
7.11K
$809K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.11% |
$217 - $241
|
1.77K
$201K
|