Purchases and Sales Made in Q3 2022 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
50+ 0.46% |
$5.25K - $6.61K
|
10.9K
$1.26M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 38.28% |
$5.15K - $6.48K
|
177
$20.6K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
48+ 2.26% |
$5.04K - $6.35K
|
2.18K
$253K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
48+ 75.0% |
$5.04K - $6.35K
|
112
$13K
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
47New |
$4.94K - $6.22K
|
47
$5.46K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
47+ 0.38% |
$4.94K - $6.22K
|
12.5K
$1.46M
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
46+ 0.07% |
$4.83K - $6.08K
|
66.3K
$7.7M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 6.34% |
$4.83K - $6.08K
|
771
$89.5K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 4.58% |
$4.41K - $5.55K
|
960
$111K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42+ 1.75% |
$4.41K - $5.55K
|
2.45K
$284K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
42+ 0.02% |
$4.41K - $5.55K
|
269K
$31.3M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 27.4% |
$4.2K - $5.29K
|
186
$21.6K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
40+ 1.12% |
$4.2K - $5.29K
|
3.62K
$420K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
38+ 0.49% |
$3.99K - $5.03K
|
7.8K
$906K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 4.06% |
$3.99K - $5.03K
|
975
$113K
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
37+ 0.08% |
$3.89K - $4.89K
|
45K
$5.22M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
36+ 1.91% |
$3.78K - $4.76K
|
1.93K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.07% |
$3.78K - $4.76K
|
50.6K
$5.88M
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 3.17% |
$3.68K - $4.63K
|
1.14K
$132K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 6.63% |
$3.68K - $4.63K
|
563
$65.4K
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
35+ 0.13% |
$3.68K - $4.63K
|
27.2K
$3.16M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 1.44% |
$3.26K - $4.1K
|
2.19K
$254K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 1.53% |
$3.15K - $3.97K
|
1.99K
$231K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 400.0% |
$2.94K - $3.7K
|
35
$4.06K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$2.94K - $3.7K
|
28
$3.25K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
27+ 3.58% |
$2.84K - $3.57K
|
782
$90.8K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24+ 0.13% |
$2.52K - $3.17K
|
18.4K
$2.13M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
24+ 0.7% |
$2.52K - $3.17K
|
3.45K
$401K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
23+ 0.34% |
$2.42K - $3.04K
|
6.7K
$778K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 0.45% |
$1.89K - $2.38K
|
4.05K
$470K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16New |
$1.68K - $2.12K
|
16
$1.86K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
15+ 0.15% |
$1.58K - $1.98K
|
9.9K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
15New |
$1.58K - $1.98K
|
15
$1.74K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 0.38% |
$1.58K - $1.98K
|
3.95K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
15+ 0.45% |
$1.58K - $1.98K
|
3.34K
$387K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 107.69% |
$1.47K - $1.85K
|
27
$3.14K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 350.0% |
$1.47K - $1.85K
|
18
$2.09K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.37K - $1.72K
|
53
$6.15K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.12% |
$1.37K - $1.72K
|
1.18K
$137K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
12+ 6.03% |
$1.26K - $1.59K
|
211
$24.5K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.09% |
$1.26K - $1.59K
|
12.8K
$1.48M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8New |
$840 - $1.06K
|
8
$929
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.88% |
$735 - $926
|
798
$92.7K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 3.68% |
$525 - $661
|
141
$16.4K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$525 - $661
|
2.2K
$256K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 4.0% |
$420 - $529
|
104
$12.1K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.13% |
$420 - $529
|
3.03K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.06% |
$315 - $397
|
4.71K
$547K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 1.12% |
$315 - $397
|
271
$31.5K
|
|
Oct 24, 2022
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.03% |
$315 - $397
|
295
$34.3K
|