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T. Rowe Price U.S. Equity Research ETF (TSPA) Institutional Ownership

T. Rowe Price U.S. Equity Research ETF logo
$35.95
+0.13 (+0.36%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$167.93M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$732.15K
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TSPA Institutional Buying and Selling by Quarter

T. Rowe Price U.S. Equity Research ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Cozad Asset Management Inc.6,863$248K0.0%N/A0.122%
10/30/2024 James J. Burns & Company LLC225,538$8.14M1.5%+17.4%4.006%
10/24/2024 OMNI 360 Wealth Inc.5,660$204K0.1%N/A0.101%
10/24/2024 Wealth Enhancement Advisory Services LLC23,255$840K0.0%-5.0%0.413%
10/23/2024 Allworth Financial LP2,817,249$101.73M0.6%N/A50.040%
10/23/2024 Lincoln Capital Corp61,023$2.20M0.9%+5.2%1.084%
10/16/2024 Provident Wealth Management LLC1,304,828$47.12M16.1%+2.8%23.176%
10/8/2024 Future Financial Wealth Managment LLC112,054$4.05M2.9%+5.6%1.990%
8/13/2024Garden State Investment Advisory Services LLC105,321$3.62M1.2%+68.1%1.871%
8/13/2024Benjamin F. Edwards & Company Inc.16,004$550K0.0%+8.2%0.284%
8/7/2024 Bright Futures Wealth Management LLC.26,407$884K0.4%N/A0.469%
7/26/2024Financial Connections Group Inc.3,741$128K0.1%+66.9%0.066%
7/17/2024 James J. Burns & Company LLC192,040$6.60M1.3%+153.3%3.411%
7/17/2024 Provident Wealth Management LLC1,269,457$43.66M16.0%+112.6%22.548%
7/16/2024 Wealth Enhancement Advisory Services LLC24,491$842K0.0%-1.7%0.435%
5/4/2024Financial Connections Group Inc.2,241$74K0.1%+2,928.4%0.040%
4/29/2024Benjamin F. Edwards & Company Inc.14,797$485K0.0%+84.2%0.263%
4/23/2024 James J. Burns & Company LLC75,819$2.46M0.9%N/A1.399%
4/22/2024 Provident Wealth Management LLC597,124$19.59M7.3%N/A11.017%
4/19/2024FORVIS Wealth Advisors LLC69,225$2.27M0.1%N/A1.277%
4/16/2024 Wealth Enhancement Advisory Services LLC24,926$818K0.0%+82.2%0.460%
4/15/2024 Future Financial Wealth Managment LLC108,278$3.55M2.7%N/A1.998%
2/12/2024Eaton Financial Holdings Company LLC99,510$2.93M0.7%N/A8.965%
2/8/2024 Kickstand Ventures LLC.6,847$201K0.1%-71.1%0.617%
2/6/2024Benjamin F. Edwards & Company Inc.8,035$236K0.0%N/A0.724%
2/1/2024Sigma Planning Corp28,296$832K0.1%-17.5%2.549%
1/16/2024Raymond James Financial Services Advisors Inc.10,831$318K0.0%N/A0.976%
11/8/2023 Janney Montgomery Scott LLC15,311$403K0.0%N/A1.379%
11/6/2023Sigma Planning Corp34,312$902K0.0%N/A3.091%
5/8/2023 MGO One Seven LLC21,294$523K0.0%N/A2.108%
4/27/2023Benjamin F. Edwards & Company Inc.6,850$168K0.0%-21.3%0.678%
2/13/2023Tcwp LLC49,397$1.12M0.2%+21.2%4.843%
5/4/2022Benjamin F. Edwards & Company Inc.8,338$225K0.0%N/A0.942%
(Data available from 1/1/2016 forward)

TSPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TSPA shares?

During the previous two years, 20 institutional investors and hedge funds held shares of T. Rowe Price U.S. Equity Research ETF. The most heavily invested institutionals were Allworth Financial LP ($101.73M), Provident Wealth Management LLC ($47.12M), James J. Burns & Company LLC ($8.14M), Future Financial Wealth Managment LLC ($4.05M), Garden State Investment Advisory Services LLC ($3.62M), Eaton Financial Holdings Company LLC ($2.93M), and FORVIS Wealth Advisors LLC ($2.27M).Learn more on TSPA's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF stock?

Of the 19 institutional investors that purchased T. Rowe Price U.S. Equity Research ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($2.82M), Provident Wealth Management LLC ($1.30M), James J. Burns & Company LLC ($225.54K), Future Financial Wealth Managment LLC ($114.26K), Eaton Financial Holdings Company LLC ($99.51K), FORVIS Wealth Advisors LLC ($69.23K), and Garden State Investment Advisory Services LLC ($42.66K).

How much institutional buying is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have bought a total of 4,836,532 shares in the last 24 months. This purchase volume represents approximately $168.65M in transactions.

Which T. Rowe Price U.S. Equity Research ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price U.S. Equity Research ETF stock in the last 24 months: Kickstand Ventures LLC. ($16.86K), Sigma Planning Corp ($6.02K), Benjamin F. Edwards & Company Inc. ($1.85K), and Wealth Enhancement Advisory Services LLC ($1.67K).

How much institutional selling is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have sold a total of 26,397 shares in the last 24 months. This volume of shares sold represents approximately $777.58K in transactions.



This page (NYSEARCA:TSPA) was last updated on 11/2/2024 by MarketBeat.com Staff
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