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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$1.09K - $1.2K
|
10
$1.04K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
675New |
$73.4K - $81.2K
|
675
$70.1K
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.49KNew |
$380K - $420K
|
3.49K
$363K
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-236- 0.73% |
$25.7K - $28.4K
|
32K
$3.32M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-315- 36.54% |
$34.2K - $37.9K
|
547
$56.8K
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
650+ 31.07% |
$70.7K - $78.2K
|
2.74K
$285K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
79.5KNew |
$8.64M - $9.56M
|
79.5K
$8.26M
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-227- 10.93% |
$24.7K - $27.3K
|
1.85K
$192K
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-63- 2.52% |
$6.85K - $7.58K
|
2.44K
$253K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-61- 23.74% |
$6.63K - $7.34K
|
196
$20.4K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.89KNew |
$205K - $227K
|
1.89K
$196K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.33KNew |
$253K - $280K
|
2.33K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 64.0% |
$3.48K - $3.85K
|
18
$1.87K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
70+ 3.73% |
$7.61K - $8.42K
|
1.95K
$202K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-37.2K- 95.26% |
$4.04M - $4.47M
|
1.85K
$192K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2- 15.38% |
$217 - $241
|
11
$1.14K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
259+ 10.12% |
$28.2K - $31.2K
|
2.82K
$293K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 18.87% |
$3.26K - $3.61K
|
189
$19.6K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
316New |
$34.4K - $38K
|
316
$32.8K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$870 - $962
|
8
$831
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
69+ 3.31% |
$7.5K - $8.3K
|
2.16K
$224K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.98KNew |
$215K - $238K
|
1.98K
$205K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
2.14KNew |
$232K - $257K
|
2.14K
$222K
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-159- 4.41% |
$17.3K - $19.1K
|
3.45K
$358K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$109 - $120
|
2.51K
$261K
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
584+ 1.45% |
$63.5K - $70.3K
|
40.7K
$4.23M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 23.0% |
$2.5K - $2.77K
|
77
$8K
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.94KNew |
$755K - $835K
|
6.94K
$721K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-140- 15.14% |
$15.2K - $16.8K
|
785
$81.5K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$3.15K - $3.49K
|
29
$3.01K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9- 29.03% |
$978 - $1.08K
|
22
$2.29K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
150New |
$16.3K - $18K
|
150
$15.6K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.09KNew |
$227K - $251K
|
2.09K
$217K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
510+ 566.67% |
$55.4K - $61.4K
|
600
$62.3K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-84- 2.09% |
$9.13K - $10.1K
|
3.94K
$409K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
400New |
$43.5K - $48.1K
|
400
$41.6K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.8KNew |
$304K - $337K
|
2.8K
$291K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.66K+ 6.69% |
$180K - $199K
|
26.4K
$2.74M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 75.0% |
$32.6K - $36.1K
|
100
$10.4K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 68.73% |
$21.7K - $24.1K
|
91
$9.45K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.37% |
$6.41K - $7.1K
|
15.8K
$1.64M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 68.75% |
$1.2K - $1.32K
|
27
$2.8K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.8KNew |
$196K - $217K
|
1.8K
$187K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-7- 2.82% |
$761 - $842
|
241
$25K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
70New |
$7.61K - $8.42K
|
70
$7.27K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 12.63% |
$5.44K - $6.02K
|
346
$35.9K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
212+ 7.7% |
$23K - $25.5K
|
2.97K
$308K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
254New |
$27.6K - $30.6K
|
254
$26.4K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
878+ 29.49% |
$95.5K - $106K
|
3.86K
$400K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400New |
$43.5K - $48.1K
|
400
$41.6K
|