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
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
995New |
$97.3K - $133K
|
995
$113K
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
990+ 40.91% |
$96.8K - $132K
|
3.41K
$387K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
951+ 2.86% |
$93K - $127K
|
34.2K
$3.88M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
940+ 15.84% |
$91.9K - $125K
|
6.87K
$780K
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
930+ 0.69% |
$91K - $124K
|
137K
$15.5M
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
875+ 13.88% |
$85.6K - $117K
|
7.18K
$814K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
873New |
$85.4K - $116K
|
873
$99K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
870+ 40.0% |
$85.1K - $116K
|
3.05K
$345K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
865+ 10.35% |
$84.6K - $115K
|
9.22K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
822+ 28.51% |
$80.4K - $110K
|
3.71K
$420K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
819+ 39.32% |
$80.1K - $109K
|
2.9K
$329K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
783+ 27.28% |
$76.6K - $104K
|
3.65K
$414K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
735+ 23.5% |
$71.9K - $98K
|
3.86K
$438K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 4.73% |
$70.6K - $96.3K
|
16K
$1.81M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
711+ 7.36% |
$69.5K - $94.8K
|
10.4K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
692+ 437.97% |
$67.7K - $92.3K
|
850
$96.4K
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
687+ 1.14% |
$67.2K - $91.6K
|
61.1K
$6.93M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
677+ 2.17% |
$66.2K - $90.3K
|
31.9K
$3.62M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
673+ 61.46% |
$65.8K - $89.7K
|
1.77K
$201K
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
662+ 26.52% |
$64.7K - $88.3K
|
3.16K
$358K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
661+ 30.03% |
$64.6K - $88.1K
|
2.86K
$325K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
657+ 1.66% |
$64.3K - $87.6K
|
40.3K
$4.57M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
656+ 4.61% |
$64.2K - $87.5K
|
14.9K
$1.69M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
652+ 13.02% |
$63.8K - $86.9K
|
5.66K
$642K
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
640+ 1.18% |
$62.6K - $85.3K
|
55K
$6.24M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
631+ 2.5% |
$61.7K - $84.1K
|
25.9K
$2.93M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
627+ 26.01% |
$61.3K - $83.6K
|
3.04K
$345K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
617+ 24.29% |
$60.3K - $82.3K
|
3.16K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
600+ 25.16% |
$58.7K - $80K
|
2.99K
$339K
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
580+ 4.55% |
$56.7K - $77.3K
|
13.3K
$1.51M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
570New |
$55.7K - $76K
|
570
$64.7K
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
565+ 2.79% |
$55.3K - $75.3K
|
20.8K
$2.36M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
546New |
$53.4K - $72.8K
|
546
$61.9K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
542+ 4.25% |
$53K - $72.3K
|
13.3K
$1.51M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
534+ 40.67% |
$52.2K - $71.2K
|
1.85K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
530+ 9.92% |
$51.8K - $70.7K
|
5.87K
$666K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
520+ 13.41% |
$50.9K - $69.3K
|
4.4K
$499K
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
518+ 0.6% |
$50.7K - $69.1K
|
87.1K
$9.88M
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
505+ 1.62% |
$49.4K - $67.3K
|
31.7K
$3.59M
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$48.9K - $66.7K
|
500
$56.7K
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
500+ 0.86% |
$48.9K - $66.7K
|
58.4K
$6.62M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 26.02% |
$48.5K - $66.1K
|
2.4K
$272K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
494+ 0.85% |
$48.3K - $65.9K
|
58.3K
$6.61M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
493+ 0.86% |
$48.2K - $65.7K
|
58.2K
$6.6M
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
490+ 8.81% |
$47.9K - $65.3K
|
6.05K
$686K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
485New |
$47.4K - $64.7K
|
485
$55K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
485+ 0.86% |
$47.4K - $64.7K
|
57.2K
$6.49M
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
453+ 0.12% |
$44.3K - $60.4K
|
374K
$42.4M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
452+ 4.93% |
$44.2K - $60.3K
|
9.62K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
449+ 0.39% |
$43.9K - $59.9K
|
116K
$13.1M
|