T ROWE PRICE EQUITY INCOME E (TEQI) Institutional Ownership Changes & 13F Activity

T ROWE PRICE EQUITY INCOME E (TEQI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aprio Wealth Management, Llc, Osaic Holdings, Inc., Bank Of America Corp, Landaas & Co, and Kestra Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osaic Holdings, Inc.Buy+46,291+468.8%56,166$2.83MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+26,711+21.9%148,726$7.49MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,517+2.6%253,209$12.69MQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+3,775+0.1%3,187,979$160.61MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-758-4.4%16,287$821.00KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6+0.1%5,989$301.74KQ2 2026Aug 14, 2026
Mariner, LlcBuy+8,1708,170$411.61KQ2 2026Aug 13, 2026
Beacon Investment Advisors LlcBuy+4,1214,121$207.66KQ2 2026Aug 13, 2026
Asset One Wealth Management LlcSell-891-0.9%97,083$4.97MQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+2,124+22.8%11,425$575.58KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+680+2.1%33,402$1.68MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+569569$28.67KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+257+0.6%43,437$2.19MQ2 2026Aug 12, 2026
Nuveen, LlcBuy+4,9334,933$248.53KQ2 2026Aug 11, 2026
M Holdings Securities, Inc.Buy+362+0.7%50,222$2.54MQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+2,356+37.2%8,697$438.15KQ2 2026Aug 07, 2026
Oarsman Capital, Inc.Sell-4-0.1%6,657$335.38KQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcSell-100-0.8%12,250$617.00KQ2 2026Aug 05, 2026
Envestnet Asset Management IncSell-326-1.6%20,165$1.02MQ2 2026Aug 03, 2026
Associated Banc-CorpBuy+5,973+15.8%43,782$2.21MQ2 2026Jul 31, 2026
Integrity Alliance, Llc.Buy+1,401+12.5%12,591$634.34KQ2 2026Jul 31, 2026
Central Trust CoSell-269-7.2%3,486$175.63KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-372-1.1%32,543$1.64KQ2 2026Jul 30, 2026
Glass Jacobson Investment Advisors LlcBuy+9+0.2%3,801$191.51KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+1,236+5.7%23,003$1.16MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-9,129-41.0%13,116$660.77KQ2 2026Jul 28, 2026
Cullen/Frost Bankers, Inc.Buy+4+0.4%1,055$53.17KQ2 2026Jul 27, 2026
Aprio Wealth Management, LlcSell-127,656-31.8%274,025$13.81MQ2 2026Jul 24, 2026
D.A. Davidson & Co.Sell-22-0.2%13,475$678.87KQ2 2026Jul 24, 2026
Landaas & CoBuy+24,733+21.6%139,320$7.02MQ2 2026Jul 21, 2026
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Frequently asked questions about TEQI activity

  • Which institutional owners are buying TEQI?

    Institutional owners buying TEQI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TEQI activity?

    "Buy" means an investor increased their reported position in TEQI compared to the prior reporting period. This reflects growing exposure to T ROWE PRICE EQUITY INCOME E (TEQI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TEQI increasing?

    Institutional interest in TEQI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.