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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 23.53% |
$321 - $392
|
21
$2.17K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$241 - $294
|
12
$1.24K
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
3+ 0.14% |
$241 - $294
|
2.2K
$227K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.7% |
$161 - $196
|
289
$29.8K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$161 - $196
|
8
$825
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$161 - $196
|
3.25K
$335K
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.07% |
$161 - $196
|
2.98K
$307K
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.03% |
$80.3 - $98.1
|
3.58K
$369K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$80.3 - $98.1
|
1
$103
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.74% |
$80.3 - $98.1
|
137
$14.1K
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$80.3 - $98.1
|
3
$309
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$80.3 - $98.1
|
3
$309
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$80.3 - $98.1
|
5
$516
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1- 0.04% |
$80.3 - $98.1
|
2.31K
$238K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.94% |
$80.3 - $98.1
|
105
$10.8K
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$80.3 - $98.1
|
3.09K
$319K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 7.14% |
$241 - $294
|
39
$4.02K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3- 0.07% |
$241 - $294
|
4.12K
$425K
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-8- 0.06% |
$642 - $784
|
14.1K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.37% |
$722 - $883
|
2.42K
$250K
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 33.33% |
$803 - $981
|
20
$2.06K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 11.11% |
$803 - $981
|
80
$8.25K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12- 63.16% |
$963 - $1.18K
|
7
$722
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 13.86% |
$1.12K - $1.37K
|
87
$8.97K
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17- 11.18% |
$1.36K - $1.67K
|
135
$13.9K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.82% |
$1.44K - $1.77K
|
2.16K
$223K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-20- 64.52% |
$1.61K - $1.96K
|
11
$1.13K
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-20- 0.68% |
$1.61K - $1.96K
|
2.92K
$302K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 2.16% |
$1.69K - $2.06K
|
950
$98K
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.66% |
$2.01K - $2.45K
|
3.78K
$390K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.29% |
$2.01K - $2.45K
|
735
$75.8K
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.59% |
$2.09K - $2.55K
|
4.35K
$449K
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-26- 0.69% |
$2.09K - $2.55K
|
3.76K
$388K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 21.43% |
$2.65K - $3.24K
|
121
$12.5K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-34- 36.96% |
$2.73K - $3.33K
|
58
$5.98K
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-34- 0.2% |
$2.73K - $3.33K
|
16.9K
$1.74M
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-36- 50.0% |
$2.89K - $3.53K
|
36
$3.71K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37- 1.14% |
$2.97K - $3.63K
|
3.2K
$330K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-38- 3.04% |
$3.05K - $3.73K
|
1.21K
$125K
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-40- 17.78% |
$3.21K - $3.92K
|
185
$19.1K
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-43- 1.76% |
$3.45K - $4.22K
|
2.4K
$248K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 0.94% |
$3.45K - $4.22K
|
4.54K
$468K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-43- 5.79% |
$3.45K - $4.22K
|
700
$72.2K
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-45- 0.22% |
$3.61K - $4.41K
|
20.3K
$2.09M
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-47- 2.8% |
$3.77K - $4.61K
|
1.63K
$168K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 18.52% |
$4.01K - $4.9K
|
220
$22.7K
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.11% |
$4.01K - $4.9K
|
4.45K
$459K
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 1.33% |
$4.01K - $4.9K
|
3.72K
$384K
|