Purchases and Sales Made in Q3 2024 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q3 2024. 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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 10.29% |
$1.83K - $2.17K
|
193
$21.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 3.09% |
$1.73K - $2.05K
|
567
$64.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16+ 0.67% |
$1.63K - $1.93K
|
2.41K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 1.32% |
$1.53K - $1.81K
|
1.15K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14+ 0.59% |
$1.42K - $1.69K
|
2.41K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$1.32K - $1.57K
|
13
$1.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
11+ 0.39% |
$1.12K - $1.33K
|
2.86K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
11+ 0.02% |
$1.12K - $1.33K
|
52.5K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
9+ 1.26% |
$915 - $1.09K
|
721
$81.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$814 - $966
|
8
$906
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 44.44% |
$814 - $966
|
26
$2.94K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8+ 2.24% |
$814 - $966
|
365
$41.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$712 - $845
|
2.89K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 5.04% |
$610 - $725
|
125
$14.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5New |
$509 - $604
|
5
$566
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5+ 3.33% |
$509 - $604
|
155
$17.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 3.05% |
$407 - $483
|
135
$15.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4+ 0.08% |
$407 - $483
|
5.17K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 1.22% |
$407 - $483
|
333
$37.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$407 - $483
|
4
$453
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 100.0% |
$305 - $362
|
6
$679
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.29% |
$305 - $362
|
236
$26.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.2% |
$305 - $362
|
1.53K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3+ 0.11% |
$305 - $362
|
2.62K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.77% |
$203 - $242
|
261
$29.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 12.5% |
$203 - $242
|
18
$2.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$203 - $242
|
5.53K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$102 - $121
|
1
$113
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.08% |
$102 - $121
|
94
$10.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.72% |
$102 - $121
|
59
$6.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.35% |
$102 - $121
|
24
$2.72K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.35% |
$102 - $121
|
24
$2.72K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $121
|
2.9K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$102 - $121
|
172
$19.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.76% |
$102 - $121
|
132
$14.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$102 - $121
|
3.46K
$392K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.2% |
$102 - $121
|
503
$56.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 4.55% |
$102 - $121
|
21
$2.38K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 33.33% |
$102 - $121
|
2
$226
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.65% |
$203 - $242
|
305
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.06% |
$203 - $242
|
3.23K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.04% |
$407 - $483
|
10.7K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 4.26% |
$407 - $483
|
90
$10.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4- 0.01% |
$407 - $483
|
46K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 1.55% |
$509 - $604
|
318
$36K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 55.56% |
$509 - $604
|
4
$453
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 2.11% |
$814 - $966
|
371
$42K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-9- 0.08% |
$915 - $1.09K
|
11.5K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 6.21% |
$915 - $1.09K
|
136
$15.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11- 0.43% |
$1.12K - $1.33K
|
2.55K
$289K
|