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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
72+ 2.18% |
$7.44K - $9.13K
|
3.38K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
72+ 3.4% |
$7.44K - $9.13K
|
2.19K
$206K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 7.75% |
$7.33K - $9K
|
987
$92.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
71+ 17.93% |
$7.33K - $9K
|
467
$43.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
70+ 2.17% |
$7.23K - $8.88K
|
3.3K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
67+ 2.02% |
$6.92K - $8.49K
|
3.38K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65+ 0.18% |
$6.71K - $8.24K
|
36.7K
$3.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
64+ 0.81% |
$6.61K - $8.11K
|
7.94K
$746K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
63+ 50.81% |
$6.51K - $7.99K
|
187
$17.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.56% |
$6.3K - $7.73K
|
11K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
57+ 0.08% |
$5.89K - $7.23K
|
70.2K
$6.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
55+ 2.46% |
$5.68K - $6.97K
|
2.29K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
53+ 1.67% |
$5.47K - $6.72K
|
3.23K
$304K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
52+ 1.17% |
$5.37K - $6.59K
|
4.48K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 64.94% |
$5.17K - $6.34K
|
127
$11.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
49+ 49.0% |
$5.06K - $6.21K
|
149
$14K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47+ 4.42% |
$4.86K - $5.96K
|
1.11K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$4.75K - $5.83K
|
46
$4.32K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 1.44% |
$4.55K - $5.58K
|
3.09K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 3.97% |
$4.55K - $5.58K
|
1.15K
$108K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
42+ 0.14% |
$4.34K - $5.33K
|
29.6K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 13.58% |
$4.24K - $5.2K
|
343
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.51% |
$4.13K - $5.07K
|
7.86K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
36+ 0.05% |
$3.72K - $4.56K
|
79K
$7.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
35+ 0.35% |
$3.62K - $4.44K
|
10K
$943K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
33+ 0.05% |
$3.41K - $4.18K
|
64.2K
$6.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
32+ 1.51% |
$3.31K - $4.06K
|
2.15K
$202K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 1.18% |
$3.31K - $4.06K
|
2.74K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
29+ 1.34% |
$3K - $3.68K
|
2.2K
$207K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 1.04% |
$2.89K - $3.55K
|
2.73K
$256K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$2.58K - $3.17K
|
25
$2.35K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.29% |
$2.58K - $3.17K
|
8.56K
$805K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 18.38% |
$2.58K - $3.17K
|
161
$15.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 37.31% |
$2.58K - $3.17K
|
92
$8.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.61% |
$2.48K - $3.04K
|
3.94K
$371K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 0.8% |
$2.48K - $3.04K
|
3.03K
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
22New |
$2.27K - $2.79K
|
22
$2.07K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.7% |
$2.07K - $2.54K
|
2.86K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 1.33% |
$2.07K - $2.54K
|
1.52K
$143K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
19New |
$1.96K - $2.41K
|
19
$1.79K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 0.28% |
$1.65K - $2.03K
|
5.81K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
16+ 0.24% |
$1.65K - $2.03K
|
6.79K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15+ 0.38% |
$1.55K - $1.9K
|
4.01K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 0.48% |
$1.55K - $1.9K
|
3.15K
$296K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.49% |
$1.55K - $1.9K
|
3.05K
$286K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14+ 0.35% |
$1.45K - $1.78K
|
4.02K
$378K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.28% |
$1.45K - $1.78K
|
4.94K
$464K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13New |
$1.34K - $1.65K
|
13
$1.22K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.38% |
$1.24K - $1.52K
|
3.18K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 100.0% |
$1.24K - $1.52K
|
24
$2.26K
|