Purchases and Sales Made in Q2 2025 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q2 2025. 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, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 3.78% |
$3.05K - $3.73K
|
1.04K
$107K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
37+ 1.31% |
$2.97K - $3.63K
|
2.87K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
37+ 0.75% |
$2.97K - $3.63K
|
4.97K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 4.82% |
$2.97K - $3.63K
|
805
$83K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.7% |
$2.73K - $3.33K
|
4.88K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
31New |
$2.49K - $3.04K
|
31
$3.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28+ 350.0% |
$2.25K - $2.75K
|
36
$3.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
28+ 0.24% |
$2.25K - $2.75K
|
11.5K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.38% |
$1.93K - $2.35K
|
6.29K
$649K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
23New |
$1.85K - $2.26K
|
23
$2.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23+ 5.75% |
$1.85K - $2.26K
|
423
$43.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22New |
$1.77K - $2.16K
|
22
$2.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
21New |
$1.69K - $2.06K
|
21
$2.17K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$1.61K - $1.96K
|
20
$2.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20+ 0.41% |
$1.61K - $1.96K
|
4.9K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 50.0% |
$1.61K - $1.96K
|
60
$6.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.54% |
$1.61K - $1.96K
|
3.75K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 40.91% |
$1.44K - $1.77K
|
62
$6.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 150.0% |
$1.44K - $1.77K
|
30
$3.09K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
16New |
$1.28K - $1.57K
|
16
$1.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 8.6% |
$1.28K - $1.57K
|
202
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 8.67% |
$1.2K - $1.47K
|
188
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$1.2K - $1.47K
|
15
$1.55K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 280.0% |
$1.12K - $1.37K
|
19
$1.96K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13+ 260.0% |
$1.04K - $1.27K
|
18
$1.86K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
13New |
$1.04K - $1.27K
|
13
$1.34K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 17.91% |
$963 - $1.18K
|
79
$8.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 0.39% |
$883 - $1.08K
|
2.83K
$292K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$883 - $1.08K
|
11
$1.13K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11+ 0.82% |
$883 - $1.08K
|
1.35K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$803 - $981
|
10
$1.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.14% |
$803 - $981
|
478
$49.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
9New |
$722 - $883
|
9
$928
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8+ 57.14% |
$642 - $784
|
22
$2.27K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$562 - $686
|
7
$722
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7+ 10.0% |
$562 - $686
|
77
$7.94K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
6New |
$482 - $588
|
6
$619
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6New |
$482 - $588
|
6
$619
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.97% |
$482 - $588
|
623
$64.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6+ 0.04% |
$482 - $588
|
13.4K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$401 - $490
|
5
$516
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
5+ 0.07% |
$401 - $490
|
7.21K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 1.47% |
$401 - $490
|
346
$35.7K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5+ 100.0% |
$401 - $490
|
10
$1.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 500.0% |
$401 - $490
|
6
$619
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.13% |
$401 - $490
|
3.79K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 25.0% |
$401 - $490
|
25
$2.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 133.33% |
$321 - $392
|
7
$722
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$321 - $392
|
6.83K
$704K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 3.15% |
$321 - $392
|
131
$13.5K
|