TBCIX Institutional Ownership
T. Rowe Price Blue Chip Growth Fund I Class
1W: -2.1%
1M: -3.2%
3M: +5.4%
YTD: +0.1%
1Y: +0.1%
3Y: +83.9%
5Y: +72.4%
$213.79
+2.51 (+1.19%)
Weekly Expected Move ±2.5%
$200
$206
$211
$216
$222
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — TBCIX
9
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$5M
Total Invested
3
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 12,515 | $3M | -1,232 | -9.0% | 9Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 5,632 | $1M | +2,081 | +58.6% | 25Q | SEC ↗ |
| 3 | KELLEHER FINANCIAL ADVISORS | 2,364 | $505K | +1,182 | +100.0% | 4Q | SEC ↗ |
| 4 | Wealthspire Advisors, LLC NEW | 2,093 | $447K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Vermillion Wealth Management, Inc. NEW | 764 | $163K | — | +0.0% | 1Q | SEC ↗ |
| 6 | RICHARDSON FINANCIAL SERVICES INC. | 556 | $119K | — | +0.0% | 5Q | SEC ↗ |
| 7 | NBT BANK, N.A. NEW | 94 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Steigerwald, Gordon & Koch Inc. | 0 | $0K | -168 | -100.0% | 1Q | SEC ↗ |
| 9 | Garton & Associates Financial Advisors | 0 | $0K | -4,637 | -100.0% | 2Q | SEC ↗ |
| 10 | Kohmann Bosshard Financial Services, L | 0 | $0K | -219 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 2,093 | $447K |
| Vermillion Wealth Management, Inc. | 764 | $163K |
| NBT BANK, N.A. | 94 | $20K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 4,637 | $991K |
| Kohmann Bosshard Financial Services | 219 | $47K |
| Steigerwald, Gordon & Koch Inc. | 168 | $36K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +2,081 | +58.6% | 5,632 |
| KELLEHER FINANCIAL ADVISORS | +1,182 | +100.0% | 2,364 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -1,232 | -9.0% | 12,515 |