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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.78KNew |
$187K - $217K
|
1.78K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-9.65K- 77.81% |
$1.01M - $1.18M
|
2.75K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-481- 5.38% |
$50.4K - $58.6K
|
8.45K
$878K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
87New |
$9.11K - $10.6K
|
87
$9.04K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
334+ 14.27% |
$35K - $40.7K
|
2.67K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-43- 8.45% |
$4.5K - $5.24K
|
466
$48.4K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
58+ 6.81% |
$6.07K - $7.07K
|
910
$94.5K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.73KNew |
$181K - $211K
|
1.73K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$176K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29.2KNew |
$3.06M - $3.56M
|
29.2K
$3.03M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 0.63% |
$1.99K - $2.32K
|
2.99K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.79KNew |
$188K - $219K
|
1.79K
$186K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-708- 7.94% |
$74.2K - $86.3K
|
8.21K
$853K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
989New |
$104K - $121K
|
989
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-75- 0.64% |
$7.86K - $9.14K
|
11.7K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
1.69KNew |
$177K - $206K
|
1.69K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
30K+ 340.91% |
$3.14M - $3.66M
|
38.8K
$4.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-64- 91.43% |
$6.7K - $7.8K
|
6
$623
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
1.86KNew |
$194K - $226K
|
1.86K
$193K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$170K - $198K
|
1.62K
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.2KNew |
$230K - $268K
|
2.2K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 17.65% |
$41.9K - $48.8K
|
1.87K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11+ 0.03% |
$1.15K - $1.34K
|
36.1K
$3.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 3.78% |
$7.86K - $9.14K
|
1.91K
$198K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-75- 0.72% |
$7.86K - $9.14K
|
10.3K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.66KNew |
$174K - $203K
|
1.66K
$173K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-750- 25.95% |
$78.6K - $91.4K
|
2.14K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-20.4K- 97.61% |
$2.14M - $2.49M
|
500
$51.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 5.33% |
$1.68K - $1.95K
|
316
$32.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-452- 4.49% |
$47.3K - $55.1K
|
9.63K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 1.28% |
$6.49K - $7.56K
|
4.92K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$172K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.7KNew |
$178K - $207K
|
1.7K
$177K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
150New |
$15.7K - $18.3K
|
150
$15.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.66KNew |
$174K - $202K
|
1.66K
$172K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.23KNew |
$234K - $272K
|
2.23K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.95KNew |
$204K - $238K
|
1.95K
$203K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
16New |
$1.68K - $1.95K
|
16
$1.66K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.04KNew |
$213K - $248K
|
2.04K
$212K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-80- 54.05% |
$7.07K - $8.72K
|
68
$7.06K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-549- 83.82% |
$48.5K - $59.8K
|
106
$11K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 56.25% |
$4.77K - $5.89K
|
42
$4.36K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.5KNew |
$133K - $164K
|
1.5K
$156K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-30- 0.17% |
$2.65K - $3.27K
|
17.8K
$1.85M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-382- 87.61% |
$33.8K - $41.6K
|
54
$5.61K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.83KNew |
$869K - $1.07M
|
9.83K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.97K- 41.05% |
$174K - $215K
|
2.83K
$294K
|
|