Purchases and Sales Made in Q4 2022 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
50+ 0.83% |
$4.89K - $6.67K
|
6.09K
$524K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
47New |
$4.6K - $6.27K
|
47
$4.05K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 1.66% |
$4.6K - $6.27K
|
2.87K
$247K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
46+ 1.18% |
$4.5K - $6.13K
|
3.95K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
45+ 0.42% |
$4.4K - $6K
|
10.7K
$926K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
43+ 0.09% |
$4.21K - $5.73K
|
45.3K
$3.9M
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
40+ 0.0% |
$3.91K - $5.33K
|
913K
$78.7M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.91K - $5.33K
|
40
$3.45K
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
39+ 1.78% |
$3.81K - $5.2K
|
2.23K
$192K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
39+ 0.1% |
$3.81K - $5.2K
|
37.8K
$3.26M
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$3.72K - $5.07K
|
38
$3.27K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
37+ 1.77% |
$3.62K - $4.93K
|
2.13K
$184K
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
33+ 1.24% |
$3.23K - $4.4K
|
2.7K
$233K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32+ 3.82% |
$3.13K - $4.27K
|
870
$75K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
32+ 11.81% |
$3.13K - $4.27K
|
303
$26.1K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$3.03K - $4.13K
|
27.9K
$2.41M
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 1.37% |
$2.93K - $4K
|
2.22K
$191K
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
30+ 0.25% |
$2.93K - $4K
|
12K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$2.64K - $3.6K
|
27
$2.33K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$2.64K - $3.6K
|
27
$2.33K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
26+ 2.71% |
$2.54K - $3.47K
|
986
$85K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
26New |
$2.54K - $3.47K
|
26
$2.24K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23+ 0.63% |
$2.25K - $3.07K
|
3.7K
$319K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.65% |
$2.25K - $3.07K
|
3.57K
$307K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 8.66% |
$2.15K - $2.93K
|
276
$23.8K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.66% |
$2.05K - $2.8K
|
3.19K
$275K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 126.67% |
$1.86K - $2.53K
|
34
$2.93K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
19+ 5.22% |
$1.86K - $2.53K
|
383
$33K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17+ 0.36% |
$1.66K - $2.27K
|
4.79K
$413K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16New |
$1.56K - $2.13K
|
16
$1.38K
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
16+ 0.3% |
$1.56K - $2.13K
|
5.41K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16New |
$1.56K - $2.13K
|
16
$1.38K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
15+ 0.18% |
$1.47K - $2K
|
8.42K
$725K
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
15+ 0.64% |
$1.47K - $2K
|
2.35K
$203K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
14+ 0.43% |
$1.37K - $1.87K
|
3.24K
$279K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
14New |
$1.37K - $1.87K
|
14
$1.21K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14+ 0.02% |
$1.37K - $1.87K
|
68.9K
$5.94M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.1% |
$1.27K - $1.73K
|
1.19K
$103K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12+ 0.45% |
$1.17K - $1.6K
|
2.7K
$232K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12New |
$1.17K - $1.6K
|
12
$1.03K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 16.0% |
$1.17K - $1.6K
|
87
$7.5K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11+ 0.22% |
$1.08K - $1.47K
|
5.04K
$434K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 68.75% |
$1.08K - $1.47K
|
27
$2.33K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
11New |
$1.08K - $1.47K
|
11
$948
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10+ 0.22% |
$978 - $1.33K
|
4.58K
$395K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9New |
$880 - $1.2K
|
9
$776
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 7.14% |
$782 - $1.07K
|
120
$10.3K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 0.02% |
$685 - $933
|
35.8K
$3.08M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.88% |
$685 - $933
|
805
$69.4K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 1.92% |
$587 - $800
|
319
$27.5K
|