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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
194New |
$19K - $25.9K
|
194
$20K
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
BUY
|
- |
189+ 0.36% |
$18.5K - $25.2K
|
52.7K
$5.44M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
186+ 173.83% |
$18.2K - $24.8K
|
293
$30.2K
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
182+ 1.43% |
$17.8K - $24.3K
|
13K
$1.34M
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
180+ 7.99% |
$17.6K - $24K
|
2.43K
$251K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
176+ 8.85% |
$17.2K - $23.5K
|
2.16K
$223K
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
176+ 0.89% |
$17.2K - $23.5K
|
19.9K
$2.05M
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 1.05% |
$17K - $23.2K
|
16.8K
$1.73M
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
174+ 1.13% |
$17K - $23.2K
|
15.5K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
164+ 2.45% |
$16K - $21.9K
|
6.87K
$708K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
163+ 87.63% |
$15.9K - $21.7K
|
349
$36K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
162+ 0.94% |
$15.8K - $21.6K
|
17.4K
$1.79M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
155+ 189.02% |
$15.2K - $20.7K
|
237
$24.4K
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
154+ 6.72% |
$15.1K - $20.5K
|
2.45K
$252K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
152New |
$14.9K - $20.3K
|
152
$15.7K
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
150+ 2.25% |
$14.7K - $20K
|
6.8K
$702K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
150New |
$14.7K - $20K
|
150
$15.5K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
141+ 0.41% |
$13.8K - $18.8K
|
34.7K
$3.58M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
140New |
$13.7K - $18.7K
|
140
$14.4K
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
132+ 0.05% |
$12.9K - $17.6K
|
284K
$29.3M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
130+ 130.0% |
$12.7K - $17.3K
|
230
$23.7K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 2.24% |
$12.2K - $16.7K
|
5.7K
$588K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
117+ 4.51% |
$11.4K - $15.6K
|
2.71K
$280K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
114New |
$11.1K - $15.2K
|
114
$11.8K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
112+ 3.76% |
$11K - $14.9K
|
3.09K
$319K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
108+ 19.46% |
$10.6K - $14.4K
|
663
$68.4K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
106+ 2.57% |
$10.4K - $14.1K
|
4.23K
$436K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
105+ 4.03% |
$10.3K - $14K
|
2.71K
$280K
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
BUY
|
- |
105+ 1.9% |
$10.3K - $14K
|
5.65K
$582K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 15.41% |
$9.78K - $13.3K
|
749
$77.3K
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
100New |
$9.78K - $13.3K
|
100
$10.3K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
95+ 61.29% |
$9.29K - $12.7K
|
250
$25.8K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
93New |
$9.1K - $12.4K
|
93
$9.59K
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
93+ 6.53% |
$9.1K - $12.4K
|
1.52K
$157K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
89New |
$8.7K - $11.9K
|
89
$9.18K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
82New |
$8.02K - $10.9K
|
82
$8.46K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
80+ 1.38% |
$7.82K - $10.7K
|
5.87K
$606K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
79New |
$7.73K - $10.5K
|
79
$8.15K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
77+ 0.44% |
$7.53K - $10.3K
|
17.7K
$1.83M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
76+ 0.66% |
$7.43K - $10.1K
|
11.5K
$1.19M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
74+ 180.49% |
$7.24K - $9.87K
|
115
$11.9K
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
74+ 0.17% |
$7.24K - $9.87K
|
44.4K
$4.58M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$7.14K - $9.73K
|
73
$7.53K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
63+ 0.69% |
$6.16K - $8.4K
|
9.25K
$954K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63+ 35.2% |
$6.16K - $8.4K
|
242
$25K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
62+ 344.44% |
$6.06K - $8.27K
|
80
$8.25K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
58New |
$5.67K - $7.73K
|
58
$5.98K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 5.09% |
$5.67K - $7.73K
|
1.2K
$123K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 34.81% |
$5.38K - $7.33K
|
213
$22K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
53+ 0.32% |
$5.18K - $7.07K
|
16.8K
$1.74M
|