Purchases and Sales Made in Q4 2023 in Price T Rowe Group Inc (TROW)

TROW Quotes by TradingView

This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW) during Q4 2023. 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
Feb 14, 2024 Q4 2023
Dividend Assets Capital, LLC

BUY
 -
50
+ 14.49%
$4.42K - $5.45K
395 $42.2K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
49
+ 9.06%
$4.33K - $5.34K
590 $63.1K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
46
+ 0.34%
$4.07K - $5.01K
13.5K $1.45M
Feb 08, 2024 Q4 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
45
+ 0.02%
$3.98K - $4.91K
269K $28.8M
Feb 09, 2024 Q4 2023
Coldstream Capital Management Inc

BUY
 -
40
+ 1.18%
$3.54K - $4.36K
3.44K $368K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
40
+ 4.82%
$3.54K - $4.36K
870 $93K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
37
New
$3.27K - $4.03K
37 $3.96K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
35
New
$3.09K - $3.82K
35 $3.74K
Jan 10, 2024 Q4 2023
Insight Folios Inc

BUY
 -
35
+ 1.42%
$3.09K - $3.82K
2.5K $268K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
34
New
$3.01K - $3.71K
34 $3.64K
Feb 13, 2024 Q4 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
30
+ 0.17%
$2.65K - $3.27K
17.8K $1.91M
Feb 13, 2024 Q4 2023
Globeflex Capital L P

San Diego, CA
BUY
 -
30
New
$2.65K - $3.27K
30 $3.21K
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
28
+ 1.47%
$2.47K - $3.05K
1.94K $207K
Jan 26, 2024 Q4 2023
Blossom Wealth Management

BUY
 -
25
+ 1.09%
$2.21K - $2.73K
2.31K $247K
Jan 16, 2024 Q4 2023
Exeter Financial, LLC

BUY
 -
25
+ 0.11%
$2.21K - $2.73K
22.4K $2.39M
Jan 08, 2024 Q4 2023
First Hawaiian Bank

BUY
 -
24
+ 0.37%
$2.12K - $2.62K
6.54K $699K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
23
+ 7.19%
$2.03K - $2.51K
343 $36.7K
Jan 25, 2024 Q4 2023
Trust CO Of Virginia

BUY
 -
23
+ 0.03%
$2.03K - $2.51K
85.3K $9.12M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
22
New
$1.94K - $2.4K
22 $2.35K
Feb 12, 2024 Q4 2023
Excalibur Management Corp

BUY
 -
22
+ 0.68%
$1.94K - $2.4K
3.26K $348K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
20
+ 5.32%
$1.77K - $2.18K
396 $42.3K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
19
New
$1.68K - $2.07K
19 $2.03K
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
17
New
$1.5K - $1.85K
17 $1.82K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
16
New
$1.41K - $1.74K
16 $1.71K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
16
New
$1.41K - $1.74K
16 $1.71K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
15
New
$1.33K - $1.64K
15 $1.6K
Feb 14, 2024 Q4 2023
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
15
New
$1.33K - $1.64K
15 $1.6K
Feb 14, 2024 Q4 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
15
+ 0.49%
$1.33K - $1.64K
3.1K $331K
Jan 29, 2024 Q4 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
15
+ 0.27%
$1.33K - $1.64K
5.49K $587K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
12
+ 1.11%
$1.06K - $1.31K
1.09K $116K
Feb 14, 2024 Q4 2023
Canada Pension Plan Investment Board

Toronto Ontario, A6
BUY
 -
10
New
$884 - $1.09K
10 $1.07K
Feb 09, 2024 Q4 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
9
+ 3.18%
$796 - $981
292 $31.2K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
9
+ 26.47%
$796 - $981
43 $4.6K
May 16, 2024 Q4 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
5
+ 0.11%
$442 - $545
4.4K $470K
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
3
+ 0.94%
$265 - $327
322 $34.4K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
3
+ 0.94%
$265 - $327
322 $34.4K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3
+ 0.29%
$265 - $327
1.03K $110K
Jan 30, 2024 Q4 2023
Phoenix Wealth Advisors

BUY
 -
2
+ 0.09%
$177 - $218
2.2K $235K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
2
+ 0.09%
$177 - $218
2.32K $248K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
2
+ 1.07%
$177 - $218
189 $20.2K
Jan 18, 2024 Q4 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 4.76%
$88.4 - $109
22 $2.35K
Feb 14, 2024 Q4 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1
+ 0.01%
$88.4 - $109
7.71K $825K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.03%
$88.4 - $109
3.53K $377K
Jan 31, 2024 Q4 2023
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
1
+ 0.03%
$88.4 - $109
3.79K $405K
Nov 26, 2024 Q4 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
0
New
$0 - $0
0 $0
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-1
- 5.0%
$88.4 - $109
19 $2.03K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-1
- 1.45%
$88.4 - $109
68 $7.27K
Jan 26, 2024 Q4 2023
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-2
- 0.09%
$177 - $218
2.33K $250K

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