Purchases and Sales Made in Q4 2024 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q4 2024. 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 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
126New |
$13.4K - $15.7K
|
126
$13.3K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$13.3K - $15.6K
|
125
$13.2K
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
120+ 2.27% |
$12.8K - $15K
|
5.4K
$571K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 3.24% |
$12.7K - $14.8K
|
3.79K
$401K
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
113+ 0.89% |
$12K - $14.1K
|
12.9K
$1.36M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
111+ 0.83% |
$11.8K - $13.8K
|
13.4K
$1.42M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
110+ 47.62% |
$11.7K - $13.7K
|
341
$36K
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
108+ 4.98% |
$11.5K - $13.5K
|
2.28K
$241K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
102+ 3.52% |
$10.9K - $12.7K
|
3K
$317K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 48.78% |
$10.6K - $12.5K
|
305
$32.2K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$10.6K - $12.5K
|
100
$10.6K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
98+ 24.56% |
$10.4K - $12.2K
|
497
$52.5K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
93+ 1.52% |
$9.9K - $11.6K
|
6.23K
$658K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
93+ 67.39% |
$9.9K - $11.6K
|
231
$24.4K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
92+ 2.18% |
$9.8K - $11.5K
|
4.32K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
90+ 2.23% |
$9.58K - $11.2K
|
4.12K
$435K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
86+ 24.71% |
$9.16K - $10.7K
|
434
$45.9K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 4.12% |
$9.05K - $10.6K
|
2.15K
$227K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
85+ 30.36% |
$9.05K - $10.6K
|
365
$38.6K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
83New |
$8.84K - $10.3K
|
83
$8.77K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
82+ 1.41% |
$8.73K - $10.2K
|
5.89K
$623K
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
80+ 1.18% |
$8.52K - $9.98K
|
6.86K
$725K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
80New |
$8.52K - $9.98K
|
80
$8.46K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
80+ 0.58% |
$8.52K - $9.98K
|
13.9K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
79+ 0.98% |
$8.41K - $9.85K
|
8.17K
$864K
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
78+ 1.91% |
$8.31K - $9.73K
|
4.16K
$440K
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
77+ 5.16% |
$8.2K - $9.6K
|
1.57K
$166K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
77+ 2.87% |
$8.2K - $9.6K
|
2.76K
$292K
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
75+ 1.19% |
$7.99K - $9.35K
|
6.37K
$673K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
75New |
$7.99K - $9.35K
|
75
$7.93K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 4.89% |
$7.99K - $9.35K
|
1.61K
$170K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
71+ 2.07% |
$7.56K - $8.85K
|
3.5K
$370K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68+ 0.07% |
$7.24K - $8.48K
|
93.8K
$9.91M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 1600.0% |
$6.81K - $7.98K
|
68
$7.19K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
61New |
$6.5K - $7.61K
|
61
$6.45K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
60New |
$6.39K - $7.48K
|
60
$6.34K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
57+ 0.46% |
$6.07K - $7.11K
|
12.3K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
55+ 1.17% |
$5.86K - $6.86K
|
4.77K
$505K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
50New |
$5.32K - $6.23K
|
50
$5.29K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49+ 25.39% |
$5.22K - $6.11K
|
242
$25.6K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44+ 0.16% |
$4.69K - $5.49K
|
28.2K
$2.98M
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
44+ 2.33% |
$4.69K - $5.49K
|
1.93K
$204K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43New |
$4.58K - $5.36K
|
43
$4.55K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 1.12% |
$4.37K - $5.11K
|
3.71K
$393K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
40New |
$4.26K - $4.99K
|
40
$4.23K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 2.04% |
$4.26K - $4.99K
|
2K
$211K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
39New |
$4.15K - $4.86K
|
39
$4.12K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
37New |
$3.94K - $4.61K
|
37
$3.91K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.16% |
$3.94K - $4.61K
|
3.23K
$341K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 0.01% |
$3.83K - $4.49K
|
270K
$28.5M
|