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 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
180New |
$14.4K - $17.7K
|
180
$18.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
176+ 6.45% |
$14.1K - $17.3K
|
2.9K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
174+ 120.0% |
$14K - $17.1K
|
319
$32.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
172+ 1.24% |
$13.8K - $16.9K
|
14.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
170+ 6.94% |
$13.6K - $16.7K
|
2.62K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
166+ 3.18% |
$13.3K - $16.3K
|
5.39K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 1.91% |
$13.2K - $16.1K
|
8.74K
$901K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
155+ 0.67% |
$12.4K - $15.2K
|
23.2K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151+ 54.91% |
$12.1K - $14.8K
|
426
$43.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
150+ 2.14% |
$12K - $14.7K
|
7.17K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
149New |
$12K - $14.6K
|
149
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
149New |
$12K - $14.6K
|
149
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
147+ 1.81% |
$11.8K - $14.4K
|
8.28K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
145+ 10.37% |
$11.6K - $14.2K
|
1.54K
$159K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
144+ 313.04% |
$11.6K - $14.1K
|
190
$19.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
142+ 3.23% |
$11.4K - $13.9K
|
4.54K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
140+ 2.5% |
$11.2K - $13.7K
|
5.73K
$591K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 7.19% |
$11K - $13.4K
|
2.04K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 8.37% |
$10.4K - $12.7K
|
1.68K
$174K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
123+ 455.56% |
$9.87K - $12.1K
|
150
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
120+ 1.18% |
$9.63K - $11.8K
|
10.3K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
117+ 86.03% |
$9.39K - $11.5K
|
253
$26.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
114+ 4.7% |
$9.15K - $11.2K
|
2.54K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
107+ 4.33% |
$8.59K - $10.5K
|
2.58K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
106New |
$8.51K - $10.4K
|
106
$10.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
105+ 7.7% |
$8.43K - $10.3K
|
1.47K
$151K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 66.67% |
$8.03K - $9.81K
|
250
$25.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
100New |
$8.03K - $9.81K
|
100
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100+ 181.82% |
$8.03K - $9.81K
|
155
$16K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 3.62% |
$7.79K - $9.51K
|
2.78K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
94+ 2.38% |
$7.55K - $9.22K
|
4.04K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
92+ 35.38% |
$7.38K - $9.02K
|
352
$36.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
86+ 3.61% |
$6.9K - $8.43K
|
2.47K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
83+ 2.95% |
$6.66K - $8.14K
|
2.9K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
80+ 2.21% |
$6.42K - $7.84K
|
3.7K
$382K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 9.78% |
$5.94K - $7.26K
|
831
$85.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
73+ 1.45% |
$5.86K - $7.16K
|
5.11K
$527K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
64New |
$5.14K - $6.28K
|
64
$6.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60+ 1.26% |
$4.82K - $5.88K
|
4.83K
$498K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57+ 1.85% |
$4.58K - $5.59K
|
3.14K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 1.04% |
$4.33K - $5.3K
|
5.23K
$539K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
54+ 2.4% |
$4.33K - $5.3K
|
2.31K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
52+ 0.66% |
$4.17K - $5.1K
|
7.98K
$823K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
50+ 2.06% |
$4.01K - $4.9K
|
2.48K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
48New |
$3.85K - $4.71K
|
48
$4.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 8.59% |
$3.61K - $4.41K
|
569
$58.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 12.77% |
$3.37K - $4.12K
|
371
$38.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
42+ 1.99% |
$3.37K - $4.12K
|
2.15K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 2.56% |
$3.29K - $4.02K
|
1.64K
$169K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$3.21K - $3.92K
|
40
$4.13K
|