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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
435+ 20.01% |
$47.3K - $52.3K
|
2.61K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
420+ 10.91% |
$45.7K - $50.5K
|
4.27K
$357K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
419+ 21.8% |
$45.6K - $50.4K
|
2.34K
$196K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
418+ 17.5% |
$45.4K - $50.3K
|
2.81K
$235K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
416+ 3.7% |
$45.2K - $50K
|
11.7K
$975K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
415+ 7.65% |
$45.1K - $49.9K
|
5.84K
$488K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
411+ 21.22% |
$44.7K - $49.4K
|
2.35K
$196K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
408+ 11.94% |
$44.4K - $49.1K
|
3.83K
$320K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
402+ 21.44% |
$43.7K - $48.4K
|
2.28K
$190K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
400New |
$43.5K - $48.1K
|
400
$33.4K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400New |
$43.5K - $48.1K
|
400
$33.4K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
393+ 5.37% |
$42.7K - $47.3K
|
7.71K
$644K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
392New |
$42.6K - $47.2K
|
392
$32.8K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
385+ 413.98% |
$41.9K - $46.3K
|
478
$39.9K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
382+ 8.35% |
$41.5K - $46K
|
4.96K
$414K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
381+ 1.54% |
$41.4K - $45.8K
|
25.2K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
380+ 15.7% |
$41.3K - $45.7K
|
2.8K
$234K
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
380+ 2.16% |
$41.3K - $45.7K
|
18K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
375+ 3.13% |
$40.8K - $45.1K
|
12.4K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
375+ 13.9% |
$40.8K - $45.1K
|
3.07K
$257K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
372+ 0.44% |
$40.4K - $44.8K
|
84.4K
$7.06M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
372+ 0.66% |
$40.4K - $44.8K
|
56.7K
$4.74M
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
368+ 2.07% |
$40K - $44.3K
|
18.1K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
353New |
$38.4K - $42.5K
|
353
$29.5K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
348+ 0.09% |
$37.8K - $41.9K
|
386K
$32.3M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
345New |
$37.5K - $41.5K
|
345
$28.8K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
330+ 6.15% |
$35.9K - $39.7K
|
5.7K
$476K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322+ 0.77% |
$35K - $38.7K
|
42K
$3.51M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
316New |
$34.4K - $38K
|
316
$26.4K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
310+ 3.13% |
$33.7K - $37.3K
|
10.2K
$853K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
304+ 1.54% |
$33.1K - $36.6K
|
20.1K
$1.68M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 0.81% |
$32.6K - $36.1K
|
37.1K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
293+ 0.21% |
$31.9K - $35.2K
|
142K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
288+ 1.0% |
$31.3K - $34.6K
|
29.2K
$2.44M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
288+ 2.5% |
$31.3K - $34.6K
|
11.8K
$985K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
287+ 2.34% |
$31.2K - $34.5K
|
12.5K
$1.05M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
287+ 0.11% |
$31.2K - $34.5K
|
270K
$22.5M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
284+ 660.47% |
$30.9K - $34.2K
|
327
$27.3K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
283+ 1.35% |
$30.8K - $34K
|
21.3K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
270+ 0.2% |
$29.4K - $32.5K
|
138K
$11.6M
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
270+ 1.89% |
$29.4K - $32.5K
|
14.6K
$1.22M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
266+ 5.1% |
$28.9K - $32K
|
5.48K
$458K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
259+ 103.6% |
$28.2K - $31.2K
|
509
$42.5K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
259+ 10.12% |
$28.2K - $31.2K
|
2.82K
$236K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
254New |
$27.6K - $30.6K
|
254
$21.2K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
254+ 5.74% |
$27.6K - $30.6K
|
4.68K
$391K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
252+ 1.01% |
$27.4K - $30.3K
|
25.1K
$2.1M
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
251+ 8.11% |
$27.3K - $30.2K
|
3.35K
$279K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
251+ 12.58% |
$27.3K - $30.2K
|
2.25K
$188K
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
251+ 8.11% |
$27.3K - $30.2K
|
3.35K
$279K
|