Purchases and Sales Made in Q4 2021 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
75New |
$14.1K - $16.6K
|
75
$8.07K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
75+ 3.18% |
$14.1K - $16.6K
|
2.43K
$262K
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74New |
$13.9K - $16.4K
|
74
$7.97K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 7.18% |
$13.9K - $16.4K
|
1.1K
$119K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
72New |
$13.6K - $15.9K
|
72
$7.75K
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
71+ 6.09% |
$13.4K - $15.7K
|
1.24K
$133K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
69+ 5.4% |
$13K - $15.3K
|
1.35K
$145K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
67+ 3.21% |
$12.6K - $14.8K
|
2.16K
$232K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 3.69% |
$12.6K - $14.8K
|
1.89K
$203K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
65+ 3.96% |
$12.3K - $14.4K
|
1.71K
$184K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 3.22% |
$12.3K - $14.4K
|
2.08K
$224K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 122.64% |
$12.3K - $14.4K
|
118
$12.7K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
63+ 1.06% |
$11.9K - $13.9K
|
6.03K
$649K
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
60+ 4.91% |
$11.3K - $13.3K
|
1.28K
$138K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
59+ 2.41% |
$11.1K - $13.1K
|
2.51K
$270K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57+ 15.24% |
$10.7K - $12.6K
|
431
$46.4K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56New |
$10.6K - $12.4K
|
56
$6.03K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
56+ 6.05% |
$10.6K - $12.4K
|
981
$106K
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
56+ 2.97% |
$10.6K - $12.4K
|
1.94K
$209K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
55+ 3.05% |
$10.4K - $12.2K
|
1.86K
$200K
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
53+ 0.19% |
$9.99K - $11.7K
|
27.8K
$3M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
53New |
$9.99K - $11.7K
|
53
$5.7K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
51+ 0.6% |
$9.61K - $11.3K
|
8.57K
$922K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
51New |
$9.61K - $11.3K
|
51
$5.49K
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
50+ 0.66% |
$9.43K - $11.1K
|
7.59K
$817K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
47+ 2.24% |
$8.86K - $10.4K
|
2.14K
$230K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 0.19% |
$8.67K - $10.2K
|
23.7K
$2.55M
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
43+ 0.75% |
$8.11K - $9.52K
|
5.78K
$622K
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
40+ 2.49% |
$7.54K - $8.85K
|
1.65K
$177K
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
40+ 1.16% |
$7.54K - $8.85K
|
3.5K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
39+ 0.2% |
$7.35K - $8.63K
|
19.4K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
38New |
$7.16K - $8.41K
|
38
$4.09K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38+ 1.45% |
$7.16K - $8.41K
|
2.67K
$287K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38+ 180.95% |
$7.16K - $8.41K
|
59
$6.35K
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.42% |
$6.6K - $7.75K
|
8.36K
$900K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
34+ 0.13% |
$6.41K - $7.52K
|
27.1K
$2.91M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33+ 2.7% |
$6.22K - $7.3K
|
1.26K
$135K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
31+ 1.41% |
$5.84K - $6.86K
|
2.23K
$240K
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31+ 6.81% |
$5.84K - $6.86K
|
486
$52.3K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
29New |
$5.47K - $6.42K
|
29
$3.12K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$5.28K - $6.2K
|
28
$3.01K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26New |
$4.9K - $5.75K
|
26
$2.8K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 37.88% |
$4.71K - $5.53K
|
91
$9.8K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
25New |
$4.71K - $5.53K
|
25
$2.69K
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 1.0% |
$4.71K - $5.53K
|
2.52K
$271K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
24New |
$4.52K - $5.31K
|
24
$2.58K
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
24+ 0.25% |
$4.52K - $5.31K
|
9.67K
$1.04M
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
23+ 12.17% |
$4.34K - $5.09K
|
212
$22.8K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 287.5% |
$4.34K - $5.09K
|
31
$3.34K
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
22+ 1.28% |
$4.15K - $4.87K
|
1.74K
$187K
|