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
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
285New |
$30.3K - $35.5K
|
285
$30.1K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
279+ 10.78% |
$29.7K - $34.8K
|
2.87K
$303K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
279+ 10.78% |
$29.7K - $34.8K
|
2.87K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
277+ 0.88% |
$29.5K - $34.5K
|
31.8K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
275+ 7.43% |
$29.3K - $34.3K
|
3.98K
$420K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
272+ 12.11% |
$29K - $33.9K
|
2.52K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
265New |
$28.2K - $33K
|
265
$28K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
260New |
$27.7K - $32.4K
|
260
$27.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
259+ 3.13% |
$27.6K - $32.3K
|
8.52K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 12.85% |
$27K - $31.7K
|
2.23K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
250+ 3.36% |
$26.6K - $31.2K
|
7.69K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
250+ 4.84% |
$26.6K - $31.2K
|
5.41K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
243+ 5.87% |
$25.9K - $30.3K
|
4.38K
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
242+ 0.35% |
$25.8K - $30.2K
|
69.1K
$7.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241+ 11.07% |
$25.7K - $30.1K
|
2.42K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
235New |
$25K - $29.3K
|
235
$24.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
232+ 0.76% |
$24.7K - $28.9K
|
30.8K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
230+ 9.18% |
$24.5K - $28.7K
|
2.74K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
228+ 0.2% |
$24.3K - $28.4K
|
115K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
222+ 9.11% |
$23.6K - $27.7K
|
2.66K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
216+ 4.42% |
$23K - $26.9K
|
5.1K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
211+ 1.0% |
$22.5K - $26.3K
|
21.3K
$2.25M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$21.3K - $24.9K
|
200
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
192+ 2.12% |
$20.4K - $23.9K
|
9.24K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
190+ 1.12% |
$20.2K - $23.7K
|
17.1K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
187+ 37.18% |
$19.9K - $23.3K
|
690
$72.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
187+ 1.94% |
$19.9K - $23.3K
|
9.83K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
183+ 0.22% |
$19.5K - $22.8K
|
82.6K
$8.73M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
179+ 8.67% |
$19.1K - $22.3K
|
2.24K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
177+ 0.6% |
$18.8K - $22.1K
|
29.7K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
175+ 0.65% |
$18.6K - $21.8K
|
26.9K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
174+ 0.61% |
$18.5K - $21.7K
|
28.9K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
173+ 9.99% |
$18.4K - $21.6K
|
1.91K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171+ 488.57% |
$18.2K - $21.3K
|
206
$21.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
165+ 7.16% |
$17.6K - $20.6K
|
2.47K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
161New |
$17.1K - $20.1K
|
161
$17K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
160New |
$17K - $20K
|
160
$16.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
155+ 1.71% |
$16.5K - $19.3K
|
9.21K
$973K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
155+ 124.0% |
$16.5K - $19.3K
|
280
$29.6K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
154+ 5.87% |
$16.4K - $19.2K
|
2.78K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
153+ 1.11% |
$16.3K - $19.1K
|
13.9K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
150+ 1.32% |
$16K - $18.7K
|
11.6K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150+ 2.95% |
$16K - $18.7K
|
5.23K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
146+ 5.82% |
$15.5K - $18.2K
|
2.65K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
142+ 1.33% |
$15.1K - $17.7K
|
10.8K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
140New |
$14.9K - $17.5K
|
140
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
139+ 3.08% |
$14.8K - $17.3K
|
4.65K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
138+ 6.8% |
$14.7K - $17.2K
|
2.17K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
128+ 5.09% |
$13.6K - $16K
|
2.64K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
127+ 3.63% |
$13.5K - $15.8K
|
3.62K
$383K
|