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 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5+ 0.2% |
$489 - $667
|
2.51K
$216K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5New |
$489 - $667
|
5
$431
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.75% |
$489 - $667
|
675
$58.2K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
4+ 200.0% |
$391 - $533
|
6
$517
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.02% |
$293 - $400
|
298
$25.7K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.12% |
$293 - $400
|
2.5K
$215K
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.02% |
$293 - $400
|
298
$25.7K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 16.67% |
$293 - $400
|
21
$1.81K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.44% |
$293 - $400
|
211
$18.2K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
2+ 0.94% |
$196 - $267
|
214
$18.4K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.83% |
$97.8 - $133
|
121
$10.4K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 2.04% |
$97.8 - $133
|
50
$4.31K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 14.29% |
$97.8 - $133
|
8
$689
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 5.0% |
$97.8 - $133
|
21
$1.81K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.04% |
$97.8 - $133
|
97
$8.36K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$97.8 - $133
|
497
$42.8K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 7.69% |
$97.8 - $133
|
12
$1.03K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1- -0.0% |
$97.8 - $133
|
75.5K
$6.5M
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 0.47% |
$97.8 - $133
|
210
$18.1K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2- 0.04% |
$196 - $267
|
4.75K
$409K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 5.66% |
$293 - $400
|
50
$4.31K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-4- -0.0% |
$391 - $533
|
303K
$26.1M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 2.84% |
$391 - $533
|
137
$11.8K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.71% |
$391 - $533
|
559
$48.2K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5- 0.26% |
$489 - $667
|
1.93K
$166K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5- 0.24% |
$489 - $667
|
2.11K
$182K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5- 0.24% |
$489 - $667
|
2.11K
$182K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.38% |
$587 - $800
|
88
$7.58K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6- 0.11% |
$587 - $800
|
5.22K
$450K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 0.45% |
$782 - $1.07K
|
1.76K
$151K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8Closed |
$782 - $1.07K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9- 0.29% |
$880 - $1.2K
|
3.13K
$270K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.33% |
$880 - $1.2K
|
2.74K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10- 15.87% |
$978 - $1.33K
|
53
$4.57K
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-11- 0.1% |
$1.08K - $1.47K
|
11K
$950K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 40.74% |
$1.08K - $1.47K
|
16
$1.38K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11- 0.55% |
$1.08K - $1.47K
|
2K
$172K
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-15- 0.25% |
$1.47K - $2K
|
5.94K
$512K
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16- 0.79% |
$1.56K - $2.13K
|
2.02K
$174K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-16- 14.55% |
$1.56K - $2.13K
|
94
$8.1K
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-17- 0.77% |
$1.66K - $2.27K
|
2.2K
$189K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-19- 0.63% |
$1.86K - $2.53K
|
2.98K
$257K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 0.64% |
$1.86K - $2.53K
|
2.95K
$254K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 13.56% |
$2.35K - $3.2K
|
153
$13.2K
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-25- 0.63% |
$2.45K - $3.33K
|
3.97K
$342K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-25- 1.19% |
$2.45K - $3.33K
|
2.08K
$179K
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.14% |
$2.45K - $3.33K
|
18.3K
$1.58M
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-25- 0.19% |
$2.45K - $3.33K
|
13.5K
$1.16M
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-26- 0.1% |
$2.54K - $3.47K
|
27.2K
$2.34M
|