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Get Institutions for : 
T Rowe Price Blue Chip Growth Etf (TCHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    3
Total shares held : 
 6,735,821  
% of shares held : 
 74.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 712,845  
% of shares held change : 
   7.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 424,577
 6.3%
 
Increased Positions :
29
 787,416
 11.69%
 
Unchanged Positions :
11
 73,627
 1.09%
 
Decreased Positions :
25
-375,814
-5.58%
 
Closed Positions :
5
-123,334
-1.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Glenview Trust Co 23 - 2023-12-31 1,218,893 $37,725,000 133,592
   Trust Co of Kansas 1 - 2023-12-31 733,063 $22,688,000 161,820
   BANK OF AMERICA CORP /DE/ 1844 - 2023-12-31 605,808 $18,750,000 134,451
   Harbor Group Inc. 11 - 2024-03-31 375,013 $13,238,000 -3,786
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 766 - 2024-03-31 305,372 $10,780,000 -1,537
   MJP ASSOCIATES INC /ADV 11 - 2024-03-31 278,088 $9,817,000 3,849
   Armstrong Fleming & Moore Inc 4 - 2024-03-31 266,980 $9,424,000 5,806
   Advisor OS LLC 17 - 2023-12-31 274,722 $8,503,000 27,345
   Souders Financial Advisors - 2023-12-31 235,138 $7,278,000 2,299
   CMH Wealth Management LLC 23 - 2024-03-31 201,056 $7,097,000 -20,158
   LINSCOMB & WILLIAMS INC 71 - 2023-12-31 205,610 $6,364,000 -15,981
   CAROLINAS WEALTH CONSULTING LLC 23 - 2023-12-31 147,344 $4,560,000 3,668
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 598 - 2023-12-31 124,454 $3,852,000 91,455
   ROYAL BANK OF CANADA 2079 - 2023-12-31 124,247 $3,845,000 53,483
   BENJAMIN F. EDWARDS & COMPANY INC. 240 - 2023-12-31 113,870 $3,524,000 9,252
   FINANCIAL NETWORK 776 - 2023-12-31 102,158 $3,162,000 -15,996
   ENVESTNET ASSET MANAGEMENT INC 2186 - 2023-12-31 101,555 $3,143,000 -35,736
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 90 *New 2023-12-31 100,578 $3,113,000 100,578
   BB&T CORP 1056 - 2023-12-31 95,996 $2,971,000 -1,631
   STIFEL FINANCIAL CORP 1432 - 2023-12-31 92,626 $2,867,000 84,490
   Kowal Investment Group LLC 27 - 2024-03-31 69,801 $2,464,000 -1,042
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1229 - 2024-03-31 58,778 $2,075,000 5,482
   SUMMIT ASSET MANAGEMENT, LLC 31 - 2023-12-31 64,572 $1,999,000 -1,200
   MATRIX ASSET ADVISORS INC/NY 51 - 2024-03-31 55,415 $1,956,000 7,508
   Capital Advisors Ltd. LLC 60 - 2024-03-31 55,421 $1,956,000 3,366
   Advisor Group Holdings Inc. 2010 - 2023-12-31 53,805 $1,665,000 -6,978
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1012 - 2024-03-31 47,175 $1,665,000 6,095
   COMMONWEALTH EQUITY SERVICES LLC. 1801 - 2023-12-31 52,220 $1,616,000 1,475
   THREADGILL FINANCIAL LLC 26 *New 2024-03-31 41,216 $1,455,000 41,216
   HARBOUR INVESTMENTS INC. 305 - 2023-12-31 42,306 $1,309,000 -2,129
   Stratos Wealth Advisors LLC 286 - 2024-03-31 35,968 $1,270,000 7,907
   Capital Analysts Inc. 206 - 2023-12-31 40,567 $1,256,000 2,661
   DAVIDSON D A & CO 652 - 2023-12-31 38,238 $1,183,000 10,040
   Goss Wealth Management LLC 854 - 2023-12-31 36,394 $1,173,000 1,473
   WNY Asset Management LLC 89 - 2023-12-31 31,474 $974,000 2,481
   Swisher Financial Concepts Inc. 21 - 2024-03-31 26,707 $940,000 -2,120
   Sigma Planning Corp 299 - 2023-12-31 27,770 $859,000 -4,298
   Robertson Stephens Wealth Management LLC 248 - 2023-12-31 24,226 $750,000 -5,723
   Bedel Financial Consulting Inc. 94 - 2023-12-31 23,386 $724,000 -83
   Empire Life Investments Inc. 92 - 2023-12-31 21,520 $666,000 1,800
   BEDEL FINANCIAL CONSULTING INC 95 - 2023-09-30 23,469 $637,000 0
   GOLDMAN SACHS GROUP INC/ 3732 - 2023-12-31 20,092 $622,000 20,092
   Verum Partners LLC 72 - 2024-03-31 17,103 $604,000 -436
   TWO SIGMA INVESTMENTS LLC 2279 - 2023-12-31 17,700 $548,000 4,300
   JANNEY MONTGOMERY SCOTT LLC 1870 - 2023-12-31 16,289 $504,000 67
   MML INVESTORS SERVICES LLC 1787 - 2023-12-31 15,015 $465,000 2,059
   SITTNER & NELSON LLC 66 - 2023-12-31 14,910 $461,000 1,345
   MARSHALL WACE LLP 1465 - 2023-12-31 13,470 $417,000 -6,029
   PRINCIPAL SECURITIES INC. 673 - 2023-12-31 13,350 $413,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4199 *New 2023-12-31 11,643 $360,000 11,643
   HIGHTOWER ADVISORS, LLC 2525 - 2023-12-31 11,388 $355,000 -401
   LPL FINANCIAL CORP 3980 - 2023-12-31 10,103 $313,000 -150
   Citizens National Bank Trust Department 139 - 2023-12-31 10,095 $312,000 -365
   ROUNDVIEW CAPITAL LLC 276 - 2023-12-31 9,941 $308,000 2,332
   DANA INVESTMENT ADVISORS INC 376 - 2023-12-31 9,916 $307,000 0
   GeoWealth Management LLC 408 - 2023-12-31 9,797 $304,000 -248,161
   Bey-Douglas LLC 28 - 2023-12-31 9,663 $299,000 0
   MCCORMACK ADVISORS INTERNATIONAL 802 - 2023-12-31 9,597 $297,000 -9,696
   THRIVENT FINANCIAL FOR LUTHERANS 2301 - 2023-12-31 9,065 $281,000 -105
   CWM LLC 1376 *New 2024-03-31 7,481 $264,000 7,481
   MITCHELL MCLEOD PUGH & WILLIAMS INC 217 *New 2023-12-31 8,490 $263,000 8,490
   Ahrens Investment Partners LLC 126 - 2023-03-31 9,906 $238,000 -3,128
   WMG Financial Advisors LLC 94 - 2023-12-31 7,670 $237,000 0
   Kestra Advisory Services LLC 2042 - 2023-12-31 6,999 $217,000 6,999
   SAPIENT CAPITAL LLC 354 *New 2024-03-31 5,723 $202,000 5,723
   STEPHENSON NATIONAL BANK & TRUST 136 - 2024-03-31 4,265 $151,000 515
   NATIONAL BANK OF CANADA /FI/ 1402 - 2023-12-31 3,526 $106,000 2,501
   Spire Wealth Management 1039 - 2024-03-31 2,417 $85,000 0
   Glass Jacobson Investment Advisors llc 351 - 2024-03-31 1,374 $49,000 -3,024
   BANK OF MONTREAL /CAN/ 3057 - 2023-12-31 1,216 $38,000 0
   Capital Investment Advisory Services LLC 733 - 2024-03-31 725 $26,000 0
   Geneos Wealth Management Inc. - 2023-12-31 465 $14,000 0
   Global Retirement Partners LLC 2032 *New 2024-03-31 345 $12,000 345
   UBS Group AG 6114 *New 2023-12-31 275 $9,000 275
   WELLS FARGO & CO/MN 5253 - 2023-12-31 175 $5,000 -2,475
   DHJJ Financial Advisors Ltd. 524 - 2024-03-31 85 $3,000 0
   TOTH FINANCIAL ADVISORY CORP 638 - 2024-03-31 22 $1,000 4
   Ameritas Advisory Services LLC 741 *Closed 2023-12-31 0 $0 -8,947
   PROEQUITIES INC. 5946 - 2023-12-31 0 $0 0
   Mokosak Advisory Group LLC 28 *Closed 2023-12-31 0 $0 -7,463
   Concord Wealth Partners 993 *Closed 2023-12-31 0 $0 -10
   Level Financial Advisors Inc. 166 *Closed 2024-03-31 0 $0 -566
   J P MORGAN CHASE & CO 6424 - 2023-12-31 3 $0 -30
  83 Records found
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