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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
987+ 34.02% |
$107K - $119K
|
3.89K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
985+ 154.87% |
$107K - $118K
|
1.62K
$172K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
979+ 14.61% |
$106K - $118K
|
7.68K
$815K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
979+ 48.56% |
$106K - $118K
|
3K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
977+ 37.48% |
$106K - $118K
|
3.58K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
963+ 31.45% |
$105K - $116K
|
4.03K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
896+ 2.5% |
$97.4K - $108K
|
36.7K
$3.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
878+ 29.49% |
$95.5K - $106K
|
3.86K
$409K
|
|
|
Sep 04, 2025
Q2 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
850+ 2.25% |
$92.4K - $102K
|
38.6K
$4.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
838+ 21.12% |
$91.1K - $101K
|
4.81K
$510K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
818+ 11.29% |
$88.9K - $98.4K
|
8.07K
$856K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
813+ 3.99% |
$88.4K - $97.8K
|
21.2K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
806+ 6.13% |
$87.6K - $97K
|
13.9K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
763+ 1.02% |
$83K - $91.8K
|
75.9K
$8.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
762+ 17.98% |
$82.8K - $91.7K
|
5K
$531K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
750+ 73.17% |
$81.5K - $90.2K
|
1.78K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
748+ 14.74% |
$81.3K - $90K
|
5.82K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
748New |
$81.3K - $90K
|
748
$79.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
744+ 6.16% |
$80.9K - $89.5K
|
12.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
733+ 69.22% |
$79.7K - $88.2K
|
1.79K
$190K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
732+ 7.57% |
$79.6K - $88.1K
|
10.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
708+ 2.4% |
$77K - $85.2K
|
30.2K
$3.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
683New |
$74.3K - $82.2K
|
683
$72.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
680+ 28.03% |
$73.9K - $81.8K
|
3.11K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
678+ 1.09% |
$73.7K - $81.6K
|
62.6K
$6.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
675New |
$73.4K - $81.2K
|
675
$71.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
667+ 3.14% |
$72.5K - $80.2K
|
21.9K
$2.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
654+ 1.02% |
$71.1K - $78.7K
|
64.9K
$6.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
650+ 31.07% |
$70.7K - $78.2K
|
2.74K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
642+ 0.59% |
$69.8K - $77.2K
|
110K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
630+ 16.14% |
$68.5K - $75.8K
|
4.53K
$481K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
619+ 6.55% |
$67.3K - $74.5K
|
10.1K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 16.54% |
$65.2K - $72.2K
|
4.23K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
600+ 1.41% |
$65.2K - $72.2K
|
43.3K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
599+ 21.51% |
$65.1K - $72.1K
|
3.38K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
597+ 0.69% |
$64.9K - $71.8K
|
87.4K
$9.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
585+ 12.44% |
$63.6K - $70.4K
|
5.29K
$561K
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
584+ 1.45% |
$63.5K - $70.3K
|
40.7K
$4.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 5.51% |
$62.1K - $68.7K
|
10.9K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
570+ 33.26% |
$62K - $68.6K
|
2.28K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
547New |
$59.5K - $65.8K
|
547
$58.1K
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
539+ 0.17% |
$58.6K - $64.8K
|
317K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
533+ 0.52% |
$57.9K - $64.1K
|
103K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
532+ 14.43% |
$57.8K - $64K
|
4.22K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
514+ 0.91% |
$55.9K - $61.8K
|
57.2K
$6.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
510+ 566.67% |
$55.4K - $61.4K
|
600
$63.7K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
488+ 1.57% |
$53.1K - $58.7K
|
31.6K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
484+ 2.48% |
$52.6K - $58.2K
|
20K
$2.12M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
484+ 2.48% |
$52.6K - $58.2K
|
20K
$2.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 253.26% |
$50.7K - $56.1K
|
650
$69K
|