Purchases and Sales Made in Q3 2023 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
200+ 56.98% |
$20.7K - $25.4K
|
551
$64K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
199New |
$20.6K - $25.2K
|
199
$23.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
194+ 0.66% |
$20K - $24.6K
|
29.5K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
190+ 0.71% |
$19.6K - $24.1K
|
26.8K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
188+ 0.93% |
$19.4K - $23.8K
|
20.4K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
175+ 0.55% |
$18.1K - $22.2K
|
32K
$3.72M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
173+ 1.09% |
$17.9K - $21.9K
|
16.1K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
168+ 2.85% |
$17.4K - $21.3K
|
6.06K
$704K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
161+ 0.08% |
$16.6K - $20.4K
|
214K
$24.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
158New |
$16.3K - $20K
|
158
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
154+ 58.33% |
$15.9K - $19.5K
|
418
$48.5K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
151+ 3.97% |
$15.6K - $19.1K
|
3.96K
$460K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
145+ 0.81% |
$15K - $18.4K
|
18K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 0.43% |
$15K - $18.4K
|
33.7K
$3.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
142+ 1.76% |
$14.7K - $18K
|
8.2K
$953K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
138+ 657.14% |
$14.3K - $17.5K
|
159
$18.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
138+ 0.69% |
$14.3K - $17.5K
|
20.1K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134+ 0.51% |
$13.8K - $17K
|
26.4K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
132+ 2.16% |
$13.6K - $16.7K
|
6.23K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
131+ 4.88% |
$13.5K - $16.6K
|
2.81K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
120+ 0.26% |
$12.4K - $15.2K
|
47.2K
$5.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
120+ 0.54% |
$12.4K - $15.2K
|
22.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
114+ 2.63% |
$11.8K - $14.5K
|
4.45K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
112+ 3.42% |
$11.6K - $14.2K
|
3.39K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
112+ 3.42% |
$11.6K - $14.2K
|
3.39K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107+ 5.06% |
$11.1K - $13.6K
|
2.22K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
105+ 0.47% |
$10.8K - $13.3K
|
22.3K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
104+ 1.14% |
$10.7K - $13.2K
|
9.19K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
101New |
$10.4K - $12.8K
|
101
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 1.17% |
$10.3K - $12.7K
|
8.63K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$10.3K - $12.7K
|
37.9K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
100+ 0.98% |
$10.3K - $12.7K
|
10.3K
$1.19M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
100+ 3.88% |
$10.3K - $12.7K
|
2.68K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
100+ 2.01% |
$10.3K - $12.7K
|
5.08K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
98+ 1.06% |
$10.1K - $12.4K
|
9.34K
$1.08M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97+ 2.42% |
$10K - $12.3K
|
4.1K
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
94+ 1.34% |
$9.71K - $11.9K
|
7.09K
$823K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 9.28% |
$9.61K - $11.8K
|
1.1K
$127K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
93+ 1.87% |
$9.61K - $11.8K
|
5.07K
$589K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
91+ 1.73% |
$9.4K - $11.5K
|
5.36K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
90+ 0.47% |
$9.3K - $11.4K
|
19.2K
$2.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
84+ 4.37% |
$8.68K - $10.7K
|
2.01K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
82+ 2.66% |
$8.47K - $10.4K
|
3.16K
$367K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 2025.0% |
$8.37K - $10.3K
|
85
$9.87K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
81+ 0.6% |
$8.37K - $10.3K
|
13.5K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
80+ 4.31% |
$8.26K - $10.1K
|
1.94K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.89% |
$8.26K - $10.1K
|
4.31K
$500K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
79+ 0.46% |
$8.16K - $10K
|
17.3K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
72+ 1.46% |
$7.44K - $9.13K
|
5.01K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
72+ 3.4% |
$7.44K - $9.13K
|
2.19K
$254K
|