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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
4.47K+ 804.14% |
$395K - $487K
|
5.03K
$511K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
618New |
$54.6K - $67.4K
|
618
$62.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-255- 11.89% |
$22.5K - $27.8K
|
1.89K
$192K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.33K- 8.86% |
$117K - $145K
|
13.7K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
115New |
$10.2K - $12.5K
|
115
$11.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14.3K- 32.94% |
$1.26M - $1.55M
|
29K
$2.95M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.37% |
$2.12K - $2.62K
|
6.54K
$665K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
54.9KNew |
$5.67M - $6.96M
|
54.9K
$5.58M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$2.58K - $3.17K
|
25
$2.54K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.58KNew |
$267K - $327K
|
2.58K
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 45.75% |
$203K - $249K
|
2.33K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
286+ 9.78% |
$29.5K - $36.3K
|
3.21K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-13K- 1.33% |
$1.34M - $1.65M
|
963K
$98M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.2K+ 6200.0% |
$640K - $786K
|
6.3K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
101New |
$10.4K - $12.8K
|
101
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
523+ 2.83% |
$54K - $66.3K
|
19K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-311- 5.14% |
$32.1K - $39.4K
|
5.74K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.38% |
$1.24K - $1.52K
|
3.18K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 7.91% |
$1.14K - $1.39K
|
150
$15.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.14KNew |
$324K - $398K
|
3.14K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46New |
$4.75K - $5.83K
|
46
$4.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
35+ 0.35% |
$3.62K - $4.44K
|
10K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
429+ 15.2% |
$44.3K - $54.4K
|
3.25K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-37- 1.78% |
$3.82K - $4.69K
|
2.05K
$208K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-73- 0.52% |
$7.54K - $9.26K
|
13.8K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
80+ 4.31% |
$8.26K - $10.1K
|
1.94K
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
870New |
$89.9K - $110K
|
870
$88.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
825New |
$85.2K - $105K
|
825
$83.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-200- 6.67% |
$20.7K - $25.4K
|
2.8K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.07K- 21.53% |
$111K - $136K
|
3.92K
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.17% |
$103 - $127
|
47
$4.78K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-32- 44.44% |
$3.31K - $4.06K
|
40
$4.07K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9K- 16.54% |
$1.23M - $1.51M
|
60.2K
$6.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1KNew |
$103K - $127K
|
1K
$102K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.4KNew |
$1.18M - $1.45M
|
11.4K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
2.1KNew |
$217K - $266K
|
2.1K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$517 - $634
|
5
$509
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
630+ 34.65% |
$65.1K - $79.9K
|
2.45K
$249K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
53.8KNew |
$5.55M - $6.82M
|
53.8K
$5.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.8K+ 20.23% |
$289K - $355K
|
16.6K
$1.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
796New |
$82.2K - $101K
|
796
$81K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$620 - $761
|
6
$610
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.96KNew |
$203K - $249K
|
1.96K
$199K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 0.42% |
$517 - $634
|
1.19K
$121K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.15KNew |
$532K - $653K
|
5.15K
$524K
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.82KNew |
$395K - $485K
|
3.82K
$389K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-600- 2.61% |
$62K - $76.1K
|
22.4K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-7.19K- 30.29% |
$743K - $912K
|
16.6K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13New |
$1.34K - $1.65K
|
13
$1.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-277- 2.45% |
$28.6K - $35.1K
|
11K
$1.12M
|
|