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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 1600.0% |
$6.81K - $7.98K
|
68
$7.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
60New |
$6.39K - $7.48K
|
60
$6.61K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
57+ 0.46% |
$6.07K - $7.11K
|
12.3K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
55+ 1.17% |
$5.86K - $6.86K
|
4.77K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44+ 0.16% |
$4.69K - $5.49K
|
28.2K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
44+ 2.33% |
$4.69K - $5.49K
|
1.93K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43New |
$4.58K - $5.36K
|
43
$4.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 1.12% |
$4.37K - $5.11K
|
3.71K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 2.04% |
$4.26K - $4.99K
|
2K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
39New |
$4.15K - $4.86K
|
39
$4.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
37New |
$3.94K - $4.61K
|
37
$4.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 0.01% |
$3.83K - $4.49K
|
270K
$29.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35New |
$3.73K - $4.36K
|
35
$3.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
30+ 0.35% |
$3.19K - $3.74K
|
8.63K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 1.02% |
$3.19K - $3.74K
|
2.97K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 21.21% |
$2.98K - $3.49K
|
160
$17.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27+ 0.11% |
$2.87K - $3.37K
|
25.7K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27+ 0.68% |
$2.87K - $3.37K
|
3.99K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.46% |
$2.77K - $3.24K
|
5.69K
$627K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 16.88% |
$2.77K - $3.24K
|
180
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25New |
$2.66K - $3.12K
|
25
$2.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
20+ 1.01% |
$2.13K - $2.49K
|
2K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 0.67% |
$2.13K - $2.49K
|
3.02K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 8.0% |
$2.13K - $2.49K
|
270
$29.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
19+ 0.7% |
$2.02K - $2.37K
|
2.72K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19+ 90.48% |
$2.02K - $2.37K
|
40
$4.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 1.29% |
$2.02K - $2.37K
|
1.49K
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15New |
$1.6K - $1.87K
|
15
$1.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.52% |
$1.28K - $1.5K
|
2.31K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 16.9% |
$1.28K - $1.5K
|
83
$9.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.06K - $1.25K
|
10
$1.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9New |
$958 - $1.12K
|
9
$991
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.69% |
$852 - $998
|
1.16K
$128K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 8.7% |
$852 - $998
|
100
$11K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$745 - $873
|
7
$771
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.97% |
$745 - $873
|
728
$80.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
7+ 0.23% |
$745 - $873
|
2.99K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.59% |
$745 - $873
|
1.19K
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.29% |
$745 - $873
|
2.44K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7+ 0.32% |
$745 - $873
|
2.18K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.06% |
$639 - $748
|
10.1K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5+ 0.13% |
$532 - $623
|
3.81K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 15.38% |
$426 - $499
|
30
$3.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$426 - $499
|
4
$441
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 9.09% |
$426 - $499
|
48
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.09% |
$319 - $374
|
3.38K
$372K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.16% |
$213 - $249
|
174
$19.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$213 - $249
|
5.03K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.77% |
$213 - $249
|
263
$29K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$106 - $125
|
5
$551
|