Purchases and Sales Made in Q2 2024 in Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q2 2024. The information is specifically focused on institutions that hold shares of PRICE T ROWE GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
977+ 37.48% |
$106K - $118K
|
3.58K
$383K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
963+ 31.45% |
$105K - $116K
|
4.03K
$430K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
896+ 2.5% |
$97.4K - $108K
|
36.7K
$3.92M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
878+ 29.49% |
$95.5K - $106K
|
3.86K
$412K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
838+ 21.12% |
$91.1K - $101K
|
4.81K
$514K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
818+ 11.29% |
$88.9K - $98.4K
|
8.07K
$862K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
813+ 3.99% |
$88.4K - $97.8K
|
21.2K
$2.26M
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
806+ 6.13% |
$87.6K - $97K
|
13.9K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
763+ 1.02% |
$83K - $91.8K
|
75.9K
$8.12M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
762+ 17.98% |
$82.8K - $91.7K
|
5K
$534K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
750+ 73.17% |
$81.5K - $90.2K
|
1.78K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
748New |
$81.3K - $90K
|
748
$80K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
748+ 14.74% |
$81.3K - $90K
|
5.82K
$622K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
744+ 6.16% |
$80.9K - $89.5K
|
12.8K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
733+ 69.22% |
$79.7K - $88.2K
|
1.79K
$192K
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
732+ 7.57% |
$79.6K - $88.1K
|
10.4K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
708+ 2.4% |
$77K - $85.2K
|
30.2K
$3.23M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
683New |
$74.3K - $82.2K
|
683
$73K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
680+ 28.03% |
$73.9K - $81.8K
|
3.11K
$332K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
678+ 1.09% |
$73.7K - $81.6K
|
62.6K
$6.7M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
675New |
$73.4K - $81.2K
|
675
$72.2K
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
667+ 3.14% |
$72.5K - $80.2K
|
21.9K
$2.34M
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
654+ 1.02% |
$71.1K - $78.7K
|
64.9K
$6.94M
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
650+ 31.07% |
$70.7K - $78.2K
|
2.74K
$293K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
642+ 0.59% |
$69.8K - $77.2K
|
110K
$11.7M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
630+ 16.14% |
$68.5K - $75.8K
|
4.53K
$485K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
619+ 6.55% |
$67.3K - $74.5K
|
10.1K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
600+ 1.41% |
$65.2K - $72.2K
|
43.3K
$4.63M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 16.54% |
$65.2K - $72.2K
|
4.23K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
599+ 21.51% |
$65.1K - $72.1K
|
3.38K
$362K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
597+ 0.69% |
$64.9K - $71.8K
|
87.4K
$9.34M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
585+ 12.44% |
$63.6K - $70.4K
|
5.29K
$565K
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
584+ 1.45% |
$63.5K - $70.3K
|
40.7K
$4.36M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 5.51% |
$62.1K - $68.7K
|
10.9K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
570+ 33.26% |
$62K - $68.6K
|
2.28K
$244K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
547New |
$59.5K - $65.8K
|
547
$58.5K
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
539+ 0.17% |
$58.6K - $64.8K
|
317K
$33.9M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
533+ 0.52% |
$57.9K - $64.1K
|
103K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
532+ 14.43% |
$57.8K - $64K
|
4.22K
$451K
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
514+ 0.91% |
$55.9K - $61.8K
|
57.2K
$6.12M
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
510+ 566.67% |
$55.4K - $61.4K
|
600
$64.2K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
488+ 1.57% |
$53.1K - $58.7K
|
31.6K
$3.37M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
484+ 2.48% |
$52.6K - $58.2K
|
20K
$2.14M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
484+ 2.48% |
$52.6K - $58.2K
|
20K
$2.14M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 253.26% |
$50.7K - $56.1K
|
650
$69.5K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
456+ 2.52% |
$49.6K - $54.9K
|
18.5K
$1.98M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
441+ 18.83% |
$47.9K - $53.1K
|
2.78K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
440+ 1.63% |
$47.8K - $52.9K
|
27.5K
$2.94M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
436+ 1.06% |
$47.4K - $52.5K
|
41.6K
$4.45M
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
435+ 20.01% |
$47.3K - $52.3K
|
2.61K
$279K
|