Purchases and Sales Made in Q4 2023 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q4 2023. 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 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28KNew |
$113K - $140K
|
1.28K
$145K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.27K+ 1.98% |
$112K - $138K
|
65.4K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.22K+ 14.33% |
$108K - $133K
|
9.75K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.21K+ 15.61% |
$107K - $132K
|
8.99K
$1.02M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.21K+ 39.37% |
$107K - $132K
|
4.28K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.21K+ 2.1% |
$107K - $132K
|
58.9K
$6.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 37.89% |
$106K - $131K
|
4.38K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.13K+ 26.76% |
$99.5K - $123K
|
5.33K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.13K+ 8.11% |
$99.4K - $123K
|
15K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
1.13K+ 18.27% |
$99.4K - $123K
|
7.28K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.1K+ 19.54% |
$96.9K - $119K
|
6.71K
$759K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.09K+ 5.74% |
$96.7K - $119K
|
20.1K
$2.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.08K+ 2.67% |
$95.5K - $118K
|
41.6K
$4.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.05K+ 16.82% |
$92.6K - $114K
|
7.28K
$824K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.03KNew |
$90.6K - $112K
|
1.03K
$116K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.03K+ 2.91% |
$90.6K - $112K
|
36.3K
$4.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.02K+ 21.13% |
$90.2K - $111K
|
5.85K
$663K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.01K+ 19.86% |
$89K - $110K
|
6.08K
$688K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
992+ 31.49% |
$87.7K - $108K
|
4.14K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
990New |
$87.5K - $108K
|
990
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
960+ 0.99% |
$84.9K - $105K
|
97.9K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
950+ 22.27% |
$84K - $104K
|
5.22K
$591K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
930+ 5.68% |
$82.2K - $101K
|
17.3K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
923+ 41.21% |
$81.6K - $101K
|
3.16K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
910+ 8.29% |
$80.4K - $99.2K
|
11.9K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
908+ 17.88% |
$80.3K - $99K
|
5.99K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
878+ 31.73% |
$77.6K - $95.7K
|
3.65K
$413K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
872+ 5.93% |
$77.1K - $95.1K
|
15.6K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
864+ 57.6% |
$76.4K - $94.2K
|
2.36K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
863+ 17.79% |
$76.3K - $94.1K
|
5.71K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
850+ 203.35% |
$75.1K - $92.7K
|
1.27K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
838+ 0.81% |
$74.1K - $91.4K
|
104K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
833+ 4.44% |
$73.6K - $90.8K
|
19.6K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
771+ 7.87% |
$68.1K - $84K
|
10.6K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
706+ 6.79% |
$62.4K - $77K
|
11.1K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
700New |
$61.9K - $76.3K
|
700
$79.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
694New |
$61.3K - $75.7K
|
694
$78.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
680+ 26.7% |
$60.1K - $74.1K
|
3.23K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
675+ 5.63% |
$59.7K - $73.6K
|
12.7K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
661+ 1.48% |
$58.4K - $72.1K
|
45.2K
$5.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
647+ 4.3% |
$57.2K - $70.5K
|
15.7K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
645+ 12.65% |
$57K - $70.3K
|
5.74K
$650K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
625+ 2.57% |
$55.2K - $68.1K
|
24.9K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
618New |
$54.6K - $67.4K
|
618
$70K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
617+ 31.56% |
$54.5K - $67.3K
|
2.57K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
615+ 1.14% |
$54.4K - $67K
|
54.6K
$6.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600New |
$53K - $65.4K
|
600
$67.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$53K - $65.4K
|
600
$67.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
596+ 0.86% |
$52.7K - $65K
|
70.3K
$7.95M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
571+ 22.17% |
$50.5K - $62.2K
|
3.15K
$356K
|