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 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
205New |
$18.1K - $22.3K
|
205
$23.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 1.83% |
$17.7K - $21.8K
|
11.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.53% |
$17.7K - $21.8K
|
38.1K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
194+ 5.8% |
$17.1K - $21.1K
|
3.54K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
192+ 1.19% |
$17K - $20.9K
|
16.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
189+ 8.63% |
$16.7K - $20.6K
|
2.38K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
186+ 0.63% |
$16.4K - $20.3K
|
29.8K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 0.41% |
$15.6K - $19.2K
|
42.6K
$4.82M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
175+ 17.43% |
$15.5K - $19.1K
|
1.18K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159+ 14.52% |
$14.1K - $17.3K
|
1.25K
$142K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
158+ 3.99% |
$14K - $17.2K
|
4.12K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 1.67% |
$13.3K - $16.4K
|
9.14K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 2.87% |
$13.3K - $16.4K
|
5.37K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
149New |
$13.2K - $16.2K
|
149
$16.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
148+ 2.55% |
$13.1K - $16.1K
|
5.96K
$674K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
144+ 4.54% |
$12.7K - $15.7K
|
3.31K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
131+ 1.42% |
$11.6K - $14.3K
|
9.32K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
131New |
$11.6K - $14.3K
|
131
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
125+ 4.43% |
$11K - $13.6K
|
2.94K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
124+ 2.69% |
$11K - $13.5K
|
4.73K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
123New |
$10.9K - $13.4K
|
123
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
115New |
$10.2K - $12.5K
|
115
$13K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 83.46% |
$9.37K - $11.6K
|
233
$26.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
105+ 5.4% |
$9.28K - $11.4K
|
2.05K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
101+ 4.7% |
$8.93K - $11K
|
2.25K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
101New |
$8.93K - $11K
|
101
$11.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101New |
$8.93K - $11K
|
101
$11.4K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.15% |
$8.84K - $10.9K
|
65.2K
$7.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 3.18% |
$8.84K - $10.9K
|
3.24K
$367K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
98New |
$8.66K - $10.7K
|
98
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
97+ 3.69% |
$8.57K - $10.6K
|
2.72K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
89New |
$7.87K - $9.7K
|
89
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 2.98% |
$7.69K - $9.48K
|
3.01K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
82New |
$7.25K - $8.94K
|
82
$9.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 83.87% |
$6.89K - $8.5K
|
171
$19.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
72+ 0.91% |
$6.36K - $7.85K
|
8.01K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$6.19K - $7.63K
|
70
$7.92K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 2.05% |
$5.66K - $6.98K
|
3.19K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
63+ 0.5% |
$5.57K - $6.87K
|
12.6K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
62+ 2.53% |
$5.48K - $6.76K
|
2.51K
$284K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
62+ 0.12% |
$5.48K - $6.76K
|
50.5K
$5.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
62+ 0.12% |
$5.48K - $6.76K
|
50.5K
$5.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
59+ 0.19% |
$5.22K - $6.43K
|
31.1K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
57+ 0.12% |
$5.04K - $6.21K
|
45.7K
$5.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56+ 0.67% |
$4.95K - $6.1K
|
8.45K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 3.4% |
$4.77K - $5.89K
|
1.64K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
54+ 0.6% |
$4.77K - $5.89K
|
9.05K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
52+ 1.2% |
$4.6K - $5.67K
|
4.38K
$496K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
52+ 21.49% |
$4.6K - $5.67K
|
294
$33.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
50+ 14.49% |
$4.42K - $5.45K
|
395
$44.7K
|