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 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
284+ 1.98% |
$22.8K - $27.8K
|
14.6K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
282+ 1.82% |
$22.6K - $27.7K
|
15.8K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
238+ 12.06% |
$19.1K - $23.3K
|
2.21K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
231+ 3.24% |
$18.5K - $22.7K
|
7.35K
$783K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
227New |
$18.2K - $22.3K
|
227
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
223+ 2.66% |
$17.9K - $21.9K
|
8.61K
$917K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217+ 27.13% |
$17.4K - $21.3K
|
1.02K
$108K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
208+ 3.54% |
$16.7K - $20.4K
|
6.08K
$647K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
203+ 1.32% |
$16.3K - $19.9K
|
15.6K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
186+ 5.68% |
$14.9K - $18.2K
|
3.46K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
166+ 3.18% |
$13.3K - $16.3K
|
5.39K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 8.37% |
$10.4K - $12.7K
|
1.68K
$179K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
123+ 455.56% |
$9.87K - $12.1K
|
150
$16K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
114+ 4.7% |
$9.15K - $11.2K
|
2.54K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
54+ 2.4% |
$4.33K - $5.3K
|
2.31K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23+ 5.75% |
$1.85K - $2.26K
|
423
$45K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 50.0% |
$1.61K - $1.96K
|
60
$6.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 8.67% |
$1.2K - $1.47K
|
188
$20K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 280.0% |
$1.12K - $1.37K
|
19
$2.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 17.91% |
$963 - $1.18K
|
79
$8.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6New |
$482 - $588
|
6
$638
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.13% |
$401 - $490
|
3.79K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
5+ 0.07% |
$401 - $490
|
7.21K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 25.0% |
$401 - $490
|
25
$2.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 23.53% |
$321 - $392
|
21
$2.23K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.7% |
$161 - $196
|
289
$30.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$161 - $196
|
3.25K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.94% |
$80.3 - $98.1
|
105
$11.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.37% |
$722 - $883
|
2.42K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 11.11% |
$803 - $981
|
80
$8.51K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 2.16% |
$1.69K - $2.06K
|
950
$101K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.29% |
$2.01K - $2.45K
|
735
$78.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 21.43% |
$2.65K - $3.24K
|
121
$12.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-34- 36.96% |
$2.73K - $3.33K
|
58
$6.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 18.52% |
$4.01K - $4.9K
|
220
$23.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-54- 55.1% |
$4.33K - $5.3K
|
44
$4.68K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-56- 42.75% |
$4.5K - $5.49K
|
75
$7.98K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-92- 1.38% |
$7.38K - $9.02K
|
6.59K
$702K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-114- 2.17% |
$9.15K - $11.2K
|
5.14K
$547K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-120- 0.89% |
$9.63K - $11.8K
|
13.4K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-182- 6.07% |
$14.6K - $17.8K
|
2.81K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 36.3% |
$16.1K - $19.6K
|
351
$37.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-200- 5.69% |
$16.1K - $19.6K
|
3.32K
$353K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.73% |
$16.1K - $19.6K
|
4.03K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-215- 23.37% |
$17.3K - $21.1K
|
705
$75K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-300- 94.94% |
$24.1K - $29.4K
|
16
$1.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-347- 2.95% |
$27.9K - $34K
|
11.4K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-460- 3.39% |
$36.9K - $45.1K
|
13.1K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-502- 2.36% |
$40.3K - $49.2K
|
20.7K
$2.21M
|