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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 13.04% |
$311 - $344
|
20
$2.03K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16Closed |
$1.68K - $2.06K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
165+ 6.16% |
$17.3K - $21.2K
|
2.85K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1+ 5.56% |
$105 - $129
|
19
$1.93K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.9K- 2.07% |
$830K - $1.02M
|
374K
$38.1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.56K+ 32.6% |
$163K - $200K
|
6.33K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 46.96% |
$567K - $695K
|
6.1K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.3KNew |
$137K - $167K
|
1.3K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.77KNew |
$186K - $228K
|
1.77K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
CALL |
-45K- 38.04% |
$4.73M - $5.79M
|
73.3K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.91KNew |
$200K - $246K
|
1.91K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
651+ 15.4% |
$68.4K - $83.8K
|
4.88K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.06KNew |
$426K - $523K
|
4.06K
$413K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.36KNew |
$248K - $304K
|
2.36K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-78- 3.75% |
$8.19K - $10K
|
2K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.58K+ 46.83% |
$376K - $461K
|
11.2K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.7K+ 1376.12% |
$1.23M - $1.51M
|
12.5K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$15.8K - $19.3K
|
150
$15.3K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 80.0% |
$420 - $515
|
1
$102
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$7.25K - $8.88K
|
69
$7.02K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
560+ 9.92% |
$58.8K - $72.1K
|
6.21K
$631K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9New |
$945 - $1.16K
|
9
$915
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
61+ 28.77% |
$6.41K - $7.85K
|
273
$27.8K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
112KNew |
$11.8M - $14.5M
|
112K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
852+ 35.26% |
$89.5K - $110K
|
3.27K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 8.33% |
$1.05K - $1.29K
|
130
$13.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
21+ 42.0% |
$2.21K - $2.7K
|
71
$7.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-513- 13.67% |
$53.9K - $66K
|
3.24K
$329K
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-10- 0.03% |
$1.05K - $1.29K
|
31.7K
$3.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
11.9KNew |
$1.25M - $1.53M
|
11.9K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-189- 96.92% |
$19.9K - $24.3K
|
6
$610
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.06K- 5.41% |
$322K - $394K
|
53.5K
$5.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-10K- 20.83% |
$1.05M - $1.29M
|
38K
$3.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
$105K - $129K
|
1K
$102K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
76+ 4.09% |
$7.98K - $9.79K
|
1.94K
$197K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.13KNew |
$224K - $274K
|
2.13K
$217K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
553New |
$58.1K - $71.2K
|
553
$56.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
309New |
$32.5K - $39.8K
|
309
$31.4K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-61- 11.17% |
$6.41K - $7.85K
|
485
$49.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
6.99KNew |
$735K - $900K
|
6.99K
$711K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
72+ 1.5% |
$7.56K - $9.27K
|
4.87K
$495K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.18KNew |
$334K - $410K
|
3.18K
$324K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
33New |
$3.47K - $4.25K
|
33
$3.36K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.07K- 69.22% |
$427K - $523K
|
1.81K
$184K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$4.83K - $5.92K
|
46
$4.68K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
50+ 2.59% |
$5.25K - $6.44K
|
1.98K
$202K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-5.27KClosed |
$516K - $703K
|
0
$0
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8Closed |
$782 - $1.07K
|
0
$0
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.33K+ 38.85% |
$228K - $311K
|
8.33K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
11New |
$1.08K - $1.47K
|
11
$1.12K
|
|