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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35New |
$3.73K - $4.36K
|
35
$3.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
30+ 0.35% |
$3.19K - $3.74K
|
8.63K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 1.02% |
$3.19K - $3.74K
|
2.97K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 21.21% |
$2.98K - $3.49K
|
160
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27+ 0.11% |
$2.87K - $3.37K
|
25.7K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27+ 0.68% |
$2.87K - $3.37K
|
3.99K
$412K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 16.88% |
$2.77K - $3.24K
|
180
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
26New |
$2.77K - $3.24K
|
26
$2.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.46% |
$2.77K - $3.24K
|
5.69K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25New |
$2.66K - $3.12K
|
25
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22+ 0.02% |
$2.34K - $2.74K
|
141K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20+ 0.5% |
$2.13K - $2.49K
|
4K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 8.0% |
$2.13K - $2.49K
|
270
$27.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 0.67% |
$2.13K - $2.49K
|
3.02K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
20+ 1.01% |
$2.13K - $2.49K
|
2K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 1.29% |
$2.02K - $2.37K
|
1.49K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
19+ 0.7% |
$2.02K - $2.37K
|
2.72K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19+ 90.48% |
$2.02K - $2.37K
|
40
$4.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15New |
$1.6K - $1.87K
|
15
$1.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15New |
$1.6K - $1.87K
|
15
$1.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.49K - $1.75K
|
14
$1.44K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13+ 0.46% |
$1.38K - $1.62K
|
2.86K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 0.35% |
$1.38K - $1.62K
|
3.69K
$381K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 16.9% |
$1.28K - $1.5K
|
83
$8.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 63.16% |
$1.28K - $1.5K
|
31
$3.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.52% |
$1.28K - $1.5K
|
2.31K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 12.64% |
$1.17K - $1.37K
|
98
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.06K - $1.25K
|
10
$1.03K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9New |
$958 - $1.12K
|
9
$928
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
9New |
$958 - $1.12K
|
9
$928
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9New |
$958 - $1.12K
|
9
$928
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 8.7% |
$852 - $998
|
100
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.69% |
$852 - $998
|
1.16K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.29% |
$745 - $873
|
2.44K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$745 - $873
|
7
$722
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.59% |
$745 - $873
|
1.19K
$123K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$745 - $873
|
7
$722
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7+ 0.32% |
$745 - $873
|
2.18K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
7+ 0.23% |
$745 - $873
|
2.99K
$308K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7New |
$745 - $873
|
7
$722
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.97% |
$745 - $873
|
728
$75.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.06% |
$639 - $748
|
10.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 1.79% |
$639 - $748
|
342
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5+ 0.13% |
$532 - $623
|
3.81K
$393K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$532 - $623
|
5
$516
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$426 - $499
|
4
$413
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 9.09% |
$426 - $499
|
48
$4.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 1.2% |
$426 - $499
|
337
$34.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$426 - $499
|
4
$413
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 15.38% |
$426 - $499
|
30
$3.09K
|