Latest Institutional Transactions on T Rowe Price Exchange Traded F (TCHP)
This table provides information on the latest institutional transactions involving T Rowe Price Exchange Traded F (TCHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-700- 0.66% |
$18.8K - $20.3K
|
106K
$4.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85New |
$2.28K - $2.47K
|
85
$3.24K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.92KNew |
$234K - $276K
|
9.92K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-231K- 80.0% |
$5.45M - $6.45M
|
57.9K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-9.85K- 54.34% |
$232K - $275K
|
8.28K
$315K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.22KNew |
$28.6K - $33.9K
|
1.22K
$46.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
84.9KNew |
$2M - $2.37M
|
84.9K
$3.23M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 95.83% |
$1.04M - $1.23M
|
2.24K
$85.3K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15KNew |
$302K - $360K
|
15K
$571K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.11K- 18.8% |
$82.7K - $98.5K
|
17.7K
$675K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.13K- 24.0% |
$63K - $75K
|
9.91K
$377K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
$3.42K - $4.08K
|
170
$6.47K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
86+ 52.44% |
$1.71K - $1.93K
|
250
$9.52K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
346New |
$6.88K - $7.76K
|
346
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-89K- 54.07% |
$1.77M - $2M
|
75.6K
$2.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
660New |
$13.1K - $14.8K
|
660
$25.1K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.3KNew |
$343K - $429K
|
16.3K
$622K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
26.1K+ 123.25% |
$548K - $686K
|
47.3K
$1.8M
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.57KClosed |
$202K - $288K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.45KNew |
$30.6K - $43.6K
|
1.45K
$55.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.52K- 25.17% |
$95.5K - $136K
|
13.4K
$512K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.7KClosed |
$310K - $442K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-65.9KClosed |
$1.39M - $1.98M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7.15KClosed |
$151K - $215K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.13KClosed |
$23.9K - $34K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.87KClosed |
$166K - $237K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-150Closed |
$3.17K - $4.52K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.05KClosed |
$170K - $242K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
245New |
$6.25K - $8.17K
|
245
$9.33K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.06KClosed |
$180K - $235K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.4KClosed |
$43.9K - $48.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.6KClosed |
$271K - $293K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53.7K- 99.93% |
$1.52M - $1.71M
|
40
$1.52K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-585Closed |
$16.6K - $18.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.2KClosed |
$280K - $314K
|
0
$0
|
|