Free Trial

T. Rowe Price Equity Income ETF (TEQI) Institutional Ownership

$42.42 +0.45 (+1.07%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Equity Income ETF (NYSEARCA:TEQI)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$7.35M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.37M
Get TEQI Insider Trade Alerts

Want to know when executives and insiders are buying or selling T. Rowe Price Equity Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TEQI Institutional Buying and Selling by Quarter

T. Rowe Price Equity Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC21,490$872K0.0%+47.5%0.518%
11/15/2024Glass Jacobson Investment Advisors llc1,005$42K0.0%N/A0.024%
11/15/2024Stifel Financial Corp77,508$3.24M0.0%+30.2%1.868%
10/23/2024CENTRAL TRUST Co5,732$239K0.0%-29.0%0.138%
10/8/2024CWM LLC63,471$2.65M0.0%+55.1%1.529%
10/8/2024Dynamic Advisor Solutions LLC132,282$5.53M0.2%-1.5%3.188%
8/22/2024Cetera Investment Advisers92,173$3.62M0.0%+10.6%2.221%
8/13/2024Kowal Investment Group LLC5,462$214K0.0%-8.3%0.132%
7/31/2024Commonwealth Equity Services LLC19,178$752K0.0%+20.9%0.462%
7/26/2024Financial Connections Group Inc.5,444$213K0.1%-5.4%0.131%
7/26/2024Cambridge Investment Research Advisors Inc.28,828$1.13M0.0%+47.1%0.695%
7/15/2024Dynamic Advisor Solutions LLC134,345$5.27M0.2%-3.6%3.237%
7/10/2024Lantz Financial LLC60,240$2.36M0.7%+11.4%1.452%
7/10/2024CWM LLC40,917$1.61M0.0%+50.0%0.986%
5/24/2024Cetera Investment Advisers83,326$3.30M0.0%+1,336.9%2.008%
5/4/2024Financial Connections Group Inc.5,752$229K0.3%-25.8%0.139%
5/1/2024 Janney Montgomery Scott LLC11,448$454K0.0%+72.1%0.276%
4/30/2024Commonwealth Equity Services LLC15,866$629K0.0%+15.3%0.382%
4/24/2024CENTRAL TRUST Co32,230$1.28M0.0%-24.9%0.798%
4/18/2024Kowal Investment Group LLC5,955$236K0.1%-7.6%0.147%
4/12/2024Dynamic Advisor Solutions LLC139,296$5.52M0.2%-0.9%3.880%
4/10/2024Lantz Financial LLC54,074$2.14M0.7%+6.5%1.506%
2/9/2024D.A. Davidson & CO.10,062$368K0.0%+9.1%0.280%
2/1/2024 Trust Co of Kansas5,713$209K0.1%N/A0.159%
2/1/2024CWM LLC2,850$104K0.0%-36.3%0.079%
1/26/2024Financial Connections Group Inc.7,752$283K0.2%-37.1%0.216%
1/24/2024CENTRAL TRUST Co42,915$1.57M0.0%-8.8%1.195%
1/22/2024Kowal Investment Group LLC6,444$235K0.1%-7.0%0.179%
1/12/2024Lantz Financial LLC50,775$1.86M0.7%+4.1%1.414%
1/11/2024 Bond & Devick Financial Network Inc.6,472$236K0.1%N/A0.180%
1/11/2024Dynamic Advisor Solutions LLC140,493$5.15M0.2%-6.1%3.913%
11/16/2023Harbour Investments Inc.11,189$372K0.0%-24.1%0.312%
11/6/2023Financial Connections Group Inc.12,317$409K0.5%-54.5%0.343%
10/26/2023CENTRAL TRUST Co47,039$1.57M0.0%+2.6%1.310%
10/24/2023Cambridge Investment Research Advisors Inc.21,332$710K0.0%+3.4%0.594%
10/23/2023Commonwealth Equity Services LLC14,373$478K0.0%-4.3%0.400%
10/20/2023Lantz Financial LLC48,773$1.62M0.6%+13.7%1.359%
10/11/2023Dynamic Advisor Solutions LLC149,609$4.98M0.2%-0.8%4.167%
8/10/2023Cetera Advisor Networks LLC55,804$1.92M0.0%+21.2%1.554%
8/10/2023Cetera Investment Advisers7,690$265K0.0%-6.4%0.214%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
8/3/2023Dynamic Advisor Solutions LLC150,815$5.20M0.3%-21.5%4.201%
7/18/2023Kowal Investment Group LLC6,974$240K0.1%-38.6%0.228%
7/14/2023Financial Connections Group Inc.27,060$932K0.6%-26.6%0.884%
7/13/2023Cambridge Investment Research Advisors Inc.20,622$711K0.0%-4.3%0.674%
7/12/2023Lantz Financial LLC42,890$1.48M0.6%+10.1%1.402%
5/5/2023Financial Connections Group Inc.36,886$1.24M0.9%-6.8%1.190%
4/25/2023D.A. Davidson & CO.8,735$293K0.0%N/A0.282%
4/24/2023Ahrens Investment Partners LLC4,300$144K0.1%-52.7%0.139%
4/21/2023Kowal Investment Group LLC11,361$381K0.1%-25.4%0.366%
4/19/2023CENTRAL TRUST Co45,886$1.54M0.0%+29.6%1.480%
4/10/2023Lantz Financial LLC38,973$1.31M0.5%+18.0%1.286%
2/15/2023Financial Connections Group Inc.39,558$1.35M1.1%-90.4%1.310%
2/15/2023Financial Partners Group Inc12,339$444K0.1%+3.4%0.409%
2/9/2023Ahrens Investment Partners LLC9,100$310K0.1%-44.5%0.301%
2/8/2023Cambridge Investment Research Advisors Inc.22,647$772K0.0%-1.5%0.750%
2/7/2023Commonwealth Equity Services LLC17,986$612K0.0%-32.4%0.596%
1/26/2023CENTRAL TRUST Co35,410$1.21M0.0%+47.6%1.173%
1/25/2023Kowal Investment Group LLC15,236$519K0.2%-40.9%0.505%
1/23/2023Lantz Financial LLC33,030$1.13M0.5%+20.4%1.094%
1/13/2023Dynamic Advisor Solutions LLC197,222$6.72M0.5%-3.8%6.731%
11/15/2022Stonebridge Capital Advisors LLC1,125$34K0.0%N/A0.037%
11/8/2022Ahrens Investment Partners LLC16,400$502K0.3%-47.3%0.554%
11/1/2022Kestra Advisory Services LLC7,462$228K0.0%N/A0.252%
11/1/2022Financial Connections Group Inc.414,136$12.66M10.7%+11.6%13.991%
10/27/2022CWM LLC4,536$139K0.0%-34.5%0.153%
10/20/2022Dynamic Advisor Solutions LLC205,105$6.27M0.5%+14.7%6.929%
10/17/2022Lantz Financial LLC27,439$839K0.4%+8.0%0.927%
10/4/2022 AdvisorNet Financial Inc1,325$41K0.0%N/A0.050%
8/11/2022Cetera Investment Advisers16,675$549K0.0%+5.1%0.625%
8/11/2022Cetera Advisor Networks LLC30,422$1M0.0%+85.7%1.139%
8/2/2022Ahrens Investment Partners LLC31,100$1.02M0.5%-41.2%1.165%
7/29/2022Lantz Financial LLC25,415$836K0.4%N/A0.952%
7/28/2022CWM LLC6,929$228K0.0%-18.7%0.260%
7/27/2022Dynamic Advisor Solutions LLC178,872$5.89M0.5%+12.2%6.699%
7/22/2022Financial Connections Group Inc.371,205$12.21M10.8%+207,277.1%13.955%
7/19/2022Commonwealth Equity Services LLC31,267$1.03M0.0%-22.2%1.184%
7/13/2022Cambridge Investment Research Advisors Inc.23,210$764K0.0%+9.6%0.886%
5/12/2022Cetera Advisor Networks LLC16,385$606K0.0%N/A0.662%
5/4/2022Commonwealth Equity Services LLC40,207$1.49M0.0%+110.6%1.655%
5/3/2022CENTRAL TRUST Co11,967$442K0.0%-12.8%0.492%
4/29/2022Financial Partners Group Inc11,880$439K0.1%N/A0.489%
4/28/2022Ahrens Investment Partners LLC52,855$1.95M0.6%+4,705.0%2.175%
4/21/2022CWM LLC8,523$315K0.0%-27.9%0.356%
4/15/2022Kowal Investment Group LLC14,883$550K0.2%N/A0.628%
4/11/2022Dynamic Advisor Solutions LLC159,487$5.90M0.4%N/A6.744%
2/19/2022Western Pacific Wealth Management LP2,900$104K0.1%N/A0.155%
2/16/2022 Trust Co of Kansas5,713$206K0.1%N/A0.306%
2/15/2022Laurel Wealth Advisors Inc.93,340$3.37M0.3%+79.4%5.157%
2/9/2022Allegheny Financial Group LTD1,127$41K0.0%N/A0.062%
2/8/2022CENTRAL TRUST Co13,726$495K0.0%+405.7%0.758%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
2/3/2022Cambridge Investment Research Advisors Inc.14,652$529K0.0%+22.8%0.840%
1/31/2022CWM LLC11,827$427K0.0%N/A0.678%
1/31/2022Commonwealth Equity Services LLC19,088$688K0.0%+2.4%1.094%
1/28/2022Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,146$222K0.1%N/A0.352%
1/21/2022Ahrens Investment Partners LLC1,100$40K0.0%N/A0.067%
1/19/2022 AdvisorNet Financial Inc1,600$58K0.0%N/A0.097%
11/15/2021Laurel Wealth Advisors Inc.52,031$1.78M0.3%+13.0%3.576%
11/9/2021Geneos Wealth Management Inc.1,590$55K0.0%-15.9%0.109%
11/2/2021Cambridge Investment Research Advisors Inc.11,927$408K0.0%+19.9%0.820%
10/29/2021Commonwealth Equity Services LLC18,649$637K0.0%+24.0%1.282%
(Data available from 1/1/2016 forward)

TEQI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TEQI shares?

During the previous two years, 19 institutional investors and hedge funds held shares of T. Rowe Price Equity Income ETF. The most heavily invested institutionals were Dynamic Advisor Solutions LLC ($5.53M), Cetera Investment Advisers ($3.62M), Stifel Financial Corp ($3.24M), Lantz Financial LLC ($3.21M), CWM LLC ($2.65M), Cetera Advisor Networks LLC ($1.92M), and Cambridge Investment Research Advisors Inc. ($1.13M).Learn more on TEQI's institutional investors.

Which institutional investors have been buying T. Rowe Price Equity Income ETF stock?

Of the 14 institutional investors that purchased T. Rowe Price Equity Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($86.37K), Lantz Financial LLC ($36.76K), CWM LLC ($36.20K), CENTRAL TRUST Co ($23.10K), Stifel Financial Corp ($17.97K), Janney Montgomery Scott LLC ($11.72K), and Cambridge Investment Research Advisors Inc. ($9.94K).

How much institutional buying is happening at T. Rowe Price Equity Income ETF?

Institutional investors have bought a total of 260,388 shares in the last 24 months. This purchase volume represents approximately $9.99M in transactions.

Which T. Rowe Price Equity Income ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold T. Rowe Price Equity Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Connections Group Inc. ($408.69K), Dynamic Advisor Solutions LLC ($59.82K), Kowal Investment Group LLC ($20.25K), CENTRAL TRUST Co ($17.15K), Ahrens Investment Partners LLC ($12.10K), Commonwealth Equity Services LLC ($9.27K), and Harbour Investments Inc. ($3.56K).

How much institutional selling is happening at T. Rowe Price Equity Income ETF?

Institutional investors have sold a total of 534,259 shares in the last 24 months. This volume of shares sold represents approximately $18.40M in transactions.



This page (NYSEARCA:TEQI) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners