TRMCX
T. Rowe Price Mid-Cap Value Fund
1W: -1.3%
1M: -4.8%
3M: -5.5%
YTD: +12.4%
1Y: +9.3%
3Y: +51.5%
5Y: +61.5%
$36.89
+0.36 (+0.99%)
Weekly Expected Move ±1.5%
$35
$36
$37
$37
$38
Institutional Ownership — TRMCX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 16,850 | 622K | — | +0.0% | 1Q | SEC ↗ |
| 2 | CARRET ASSET MANAGEMENT, LLC | 6,851 | 253K | — | +0.0% | 16Q | SEC ↗ |
| 3 | NEVILLE RODIE & SHAW INC | 5,250 | 194K | -1,114 | -17.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 16,850 | 622K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | -1,114 | -17.5% | 5,250 |