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 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.08KNew |
$302K - $411K
|
3.08K
$350K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.99KNew |
$292K - $398K
|
2.99K
$339K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.98K+ 63.36% |
$291K - $397K
|
7.68K
$871K
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.93KNew |
$287K - $391K
|
2.93K
$333K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.89K+ 28.84% |
$283K - $386K
|
12.9K
$1.47M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.86K+ 13.26% |
$280K - $382K
|
24.5K
$2.78M
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$280K - $382K
|
2.86K
$325K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 30.14% |
$280K - $381K
|
12.4K
$1.4M
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.85KNew |
$279K - $380K
|
2.85K
$323K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.78K+ 7.69% |
$271K - $370K
|
38.9K
$4.41M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.77K+ 89.13% |
$271K - $370K
|
5.88K
$667K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.77K+ 53.84% |
$271K - $369K
|
7.92K
$898K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.76KNew |
$270K - $369K
|
2.76K
$314K
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.7K+ 92.93% |
$264K - $359K
|
5.6K
$635K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.69K+ 28.73% |
$263K - $358K
|
12K
$1.36M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.65K+ 7.93% |
$260K - $354K
|
36.1K
$4.1M
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$259K - $353K
|
2.65K
$300K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.64K+ 5.79% |
$258K - $352K
|
48.2K
$5.46M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.6K+ 2.28% |
$254K - $347K
|
117K
$13.2M
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.6KNew |
$254K - $346K
|
2.6K
$295K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.57K+ 30.98% |
$251K - $343K
|
10.9K
$1.23M
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.43KNew |
$237K - $323K
|
2.43K
$275K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.42KNew |
$236K - $322K
|
2.42K
$274K
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.41KNew |
$236K - $322K
|
2.41K
$274K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.41KNew |
$236K - $321K
|
2.41K
$273K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.38KNew |
$233K - $317K
|
2.38K
$270K
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.36K+ 2.89% |
$231K - $315K
|
84.1K
$9.54M
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.34KNew |
$229K - $312K
|
2.34K
$265K
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.33K+ 38.85% |
$228K - $311K
|
8.33K
$945K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 4.29% |
$225K - $307K
|
55.8K
$6.33M
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.28KNew |
$223K - $303K
|
2.28K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
2.24KNew |
$219K - $299K
|
2.24K
$254K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.2KNew |
$215K - $293K
|
2.2K
$250K
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.2K+ 5.31% |
$215K - $293K
|
43.6K
$4.95M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.13KNew |
$209K - $284K
|
2.13K
$242K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.13K+ 51.33% |
$208K - $283K
|
6.27K
$711K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.12K+ 4.75% |
$208K - $283K
|
46.9K
$5.31M
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
2.1K+ 1.69% |
$206K - $280K
|
127K
$14.4M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.1K+ 5.05% |
$205K - $280K
|
43.6K
$4.95M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.08K+ 7.26% |
$203K - $277K
|
30.7K
$3.48M
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
2.07KNew |
$202K - $276K
|
2.07K
$234K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.07K+ 6.12% |
$202K - $276K
|
35.9K
$4.07M
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.04KNew |
$199K - $271K
|
2.04K
$231K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.04KNew |
$199K - $271K
|
2.04K
$231K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.01K+ 20.03% |
$197K - $269K
|
12.1K
$1.37M
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2KNew |
$196K - $267K
|
2K
$227K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.99KNew |
$194K - $265K
|
1.99K
$225K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 49.29% |
$193K - $263K
|
5.98K
$679K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.88KNew |
$184K - $251K
|
1.88K
$213K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.86KNew |
$182K - $248K
|
1.86K
$211K
|