Latest Institutional Transactions on Price T Rowe Group Inc (TROW)
This table provides information on the latest institutional transactions involving Price T Rowe Group Inc (TROW) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$407 - $483
|
4
$416
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-18- 13.24% |
$1.83K - $2.17K
|
118
$12.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-678- 56.59% |
$69K - $81.9K
|
520
$54K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19New |
$1.93K - $2.29K
|
19
$1.97K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-435- 24.51% |
$44.2K - $52.5K
|
1.34K
$139K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.43% |
$2.54K - $3.02K
|
5.85K
$607K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.36K- 21.83% |
$138K - $164K
|
4.86K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-500- 0.22% |
$50.9K - $60.4K
|
226K
$23.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-19.3K- 16.23% |
$1.96M - $2.33M
|
99.7K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 6.21% |
$915 - $1.09K
|
136
$14.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 33.33% |
$102 - $121
|
2
$208
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.88K+ 5.38% |
$191K - $227K
|
36.8K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
90+ 3.57% |
$9.15K - $10.9K
|
2.61K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
43+ 6.14% |
$4.37K - $5.19K
|
743
$77.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.62KNew |
$266K - $316K
|
2.62K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 6.9% |
$2.03K - $2.42K
|
270
$28K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-792- 1.79% |
$80.6K - $95.6K
|
43.5K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32.4K- 99.93% |
$3.29M - $3.91M
|
24
$2.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.14K+ 4.53% |
$116K - $137K
|
26.2K
$2.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5New |
$509 - $604
|
5
$519
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.91K- 6.58% |
$805K - $955K
|
112K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 37.5% |
$1.22K - $1.45K
|
20
$2.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.66K- 2.2% |
$372K - $442K
|
163K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
140+ 4.99% |
$14.2K - $16.9K
|
2.95K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$102 - $121
|
1
$104
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-357- 14.13% |
$36.3K - $43.1K
|
2.17K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
707New |
$71.9K - $85.4K
|
707
$73.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 12.5% |
$203 - $242
|
18
$1.87K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-128- 3.47% |
$13K - $15.5K
|
3.56K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 3.09% |
$1.73K - $2.05K
|
567
$58.9K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-405- 13.57% |
$41.2K - $48.9K
|
2.58K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.35% |
$102 - $121
|
24
$2.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 4.26% |
$407 - $483
|
90
$9.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5+ 3.33% |
$509 - $604
|
155
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 3.05% |
$407 - $483
|
135
$14K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-107- 36.52% |
$10.9K - $12.9K
|
186
$19.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
100+ 1.12% |
$10.2K - $12.1K
|
9.07K
$942K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 29.17% |
$7.83K - $9.3K
|
187
$19.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-15.9K- 30.91% |
$1.62M - $1.92M
|
35.6K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.3K+ 437.71% |
$132K - $157K
|
1.6K
$166K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-925- 28.24% |
$94.1K - $112K
|
2.35K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
971+ 1.7% |
$98.8K - $117K
|
58.2K
$6.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
135New |
$13.7K - $16.3K
|
135
$14K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.23KNew |
$227K - $269K
|
2.23K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
710New |
$72.2K - $85.7K
|
710
$73.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.6K- 28.07% |
$163K - $193K
|
4.1K
$426K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150+ 3.56% |
$15.3K - $18.1K
|
4.36K
$453K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.76K- 0.68% |
$191K - $211K
|
258K
$26.8M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
380+ 2.16% |
$41.3K - $45.7K
|
18K
$1.87M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.77KClosed |
$193K - $213K
|
0
$0
|
|