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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
570+ 5.81% |
$50.4K - $62.1K
|
10.4K
$1.18M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
567+ 16.1% |
$50.1K - $61.8K
|
4.09K
$464K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
541+ 5.47% |
$47.8K - $59K
|
10.4K
$1.18M
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
538+ 0.49% |
$47.6K - $58.6K
|
111K
$12.6M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
523+ 3.81% |
$46.2K - $57K
|
14.2K
$1.62M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
514+ 3.83% |
$45.4K - $56K
|
13.9K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
495+ 3.57% |
$43.8K - $54K
|
14.4K
$1.63M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
489New |
$43.2K - $53.3K
|
489
$55.5K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
487+ 2213.64% |
$43K - $53.1K
|
509
$57.7K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
486+ 4.98% |
$43K - $53K
|
10.2K
$1.16M
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
483+ 0.2% |
$42.7K - $52.7K
|
242K
$27.5M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
473+ 7.67% |
$41.8K - $51.6K
|
6.64K
$753K
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
472+ 6.28% |
$41.7K - $51.5K
|
7.99K
$907K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
436New |
$38.5K - $47.5K
|
436
$49.5K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
429+ 9.01% |
$37.9K - $46.8K
|
5.19K
$589K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
423+ 48.9% |
$37.4K - $46.1K
|
1.29K
$146K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
410+ 24.95% |
$36.2K - $44.7K
|
2.05K
$233K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
398+ 0.04% |
$35.2K - $43.4K
|
922K
$105M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
389+ 2.54% |
$34.4K - $42.4K
|
15.7K
$1.78M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
375+ 1.16% |
$33.1K - $40.9K
|
32.6K
$3.7M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 18.95% |
$32.4K - $40K
|
2.3K
$261K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$32.4K - $39.9K
|
366
$41.5K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
360New |
$31.8K - $39.2K
|
360
$40.8K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
360+ 2.18% |
$31.8K - $39.2K
|
16.9K
$1.92M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
350+ 23.73% |
$30.9K - $38.2K
|
1.83K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
350+ 6.99% |
$30.9K - $38.2K
|
5.36K
$608K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
349+ 4.46% |
$30.8K - $38K
|
8.17K
$926K
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
347+ 10.76% |
$30.7K - $37.8K
|
3.57K
$405K
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
342+ 9.03% |
$30.2K - $37.3K
|
4.13K
$469K
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
336+ 2.23% |
$29.7K - $36.6K
|
15.4K
$1.75M
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
335New |
$29.6K - $36.5K
|
335
$38K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
322+ 4.54% |
$28.5K - $35.1K
|
7.41K
$841K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
309+ 6.72% |
$27.3K - $33.7K
|
4.91K
$557K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
309+ 0.45% |
$27.3K - $33.7K
|
68.6K
$7.78M
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
308+ 34.3% |
$27.2K - $33.6K
|
1.21K
$137K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
307New |
$27.1K - $33.5K
|
307
$34.8K
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
302+ 8.74% |
$26.7K - $32.9K
|
3.76K
$426K
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
301+ 3.62% |
$26.6K - $32.8K
|
8.61K
$976K
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 14.99% |
$26.1K - $32.2K
|
2.26K
$257K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
289New |
$25.5K - $31.5K
|
289
$32.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
285+ 1.44% |
$25.2K - $31.1K
|
20K
$2.27M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
284+ 1775.0% |
$25.1K - $31K
|
300
$34K
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
283+ 4.7% |
$25K - $30.8K
|
6.31K
$716K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
280+ 11.95% |
$24.7K - $30.5K
|
2.62K
$298K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
278+ 9.12% |
$24.6K - $30.3K
|
3.33K
$377K
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
261+ 10.93% |
$23.1K - $28.5K
|
2.65K
$300K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
248+ 6.14% |
$21.9K - $27K
|
4.29K
$486K
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
232+ 1.24% |
$20.5K - $25.3K
|
18.9K
$2.14M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
226+ 6.82% |
$20K - $24.6K
|
3.54K
$401K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
217+ 5.03% |
$19.2K - $23.7K
|
4.53K
$513K
|