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 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
480+ 3.2% |
$38.5K - $47.1K
|
15.5K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
478+ 44.76% |
$38.4K - $46.9K
|
1.55K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
468+ 0.44% |
$37.6K - $45.9K
|
106K
$10.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
460+ 2.92% |
$36.9K - $45.1K
|
16.2K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
448+ 15.02% |
$36K - $43.9K
|
3.43K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
429+ 1787.5% |
$34.4K - $42.1K
|
453
$46.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
427+ 18.48% |
$34.3K - $41.9K
|
2.74K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
418+ 3483.33% |
$33.6K - $41K
|
430
$44.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
417+ 3.06% |
$33.5K - $40.9K
|
14.1K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
414+ 20700.0% |
$33.2K - $40.6K
|
416
$42.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
411+ 2.68% |
$33K - $40.3K
|
15.8K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
410+ 3.46% |
$32.9K - $40.2K
|
12.3K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
409+ 7.14% |
$32.8K - $40.1K
|
6.14K
$633K
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
400+ 4.44% |
$32.1K - $39.2K
|
9.4K
$970K
|
|
|
Aug 20, 2025
Q2 2025
|
Saratoga Research & Investment Management
|
BUY
|
- |
398+ 15.38% |
$31.9K - $39K
|
2.99K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
381+ 20.68% |
$30.6K - $37.4K
|
2.22K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
374+ 1.03% |
$30K - $36.7K
|
36.8K
$3.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
365New |
$29.3K - $35.8K
|
365
$37.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
358+ 0.56% |
$28.7K - $35.1K
|
64.6K
$6.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
335+ 91.53% |
$26.9K - $32.9K
|
701
$72.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
332+ 3.52% |
$26.6K - $32.6K
|
9.76K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
329+ 6.74% |
$26.4K - $32.3K
|
5.21K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
300+ 5.06% |
$24.1K - $29.4K
|
6.23K
$642K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
287+ 0.33% |
$23K - $28.1K
|
86.1K
$8.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
284+ 1.98% |
$22.8K - $27.8K
|
14.6K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
282+ 1.82% |
$22.6K - $27.7K
|
15.8K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
281+ 3.5% |
$22.6K - $27.6K
|
8.31K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
275+ 0.59% |
$22.1K - $27K
|
46.8K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
270+ 1.57% |
$21.7K - $26.5K
|
17.4K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
268+ 1.55% |
$21.5K - $26.3K
|
17.6K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
250+ 6.61% |
$20.1K - $24.5K
|
4.04K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
249New |
$20K - $24.4K
|
249
$25.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
244New |
$19.6K - $23.9K
|
244
$25.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
238+ 12.06% |
$19.1K - $23.3K
|
2.21K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
235+ 4.3% |
$18.9K - $23K
|
5.7K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
231+ 3.24% |
$18.5K - $22.7K
|
7.35K
$759K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
227New |
$18.2K - $22.3K
|
227
$23.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
226+ 9.03% |
$18.1K - $22.2K
|
2.73K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
223+ 2.66% |
$17.9K - $21.9K
|
8.61K
$889K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
217+ 22.51% |
$17.4K - $21.3K
|
1.18K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217+ 27.13% |
$17.4K - $21.3K
|
1.02K
$105K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
217+ 3.61% |
$17.4K - $21.3K
|
6.23K
$642K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
208+ 3.54% |
$16.7K - $20.4K
|
6.08K
$627K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
207+ 2.93% |
$16.6K - $20.3K
|
7.27K
$750K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
207+ 140.82% |
$16.6K - $20.3K
|
354
$36.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
203+ 1.32% |
$16.3K - $19.9K
|
15.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200New |
$16.1K - $19.6K
|
200
$20.6K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
192+ 0.65% |
$15.4K - $18.8K
|
29.9K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
189+ 217.24% |
$15.2K - $18.5K
|
276
$28.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
186+ 5.68% |
$14.9K - $18.2K
|
3.46K
$357K
|