Moneta Group Investment Advisors LLC Spire Inc Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	SELL	$62.58 - $71.52 $9,387 - $10,728	-150 Reduced 3.65%	3,963 $251,000
Q1 2023 May 15, 2023	BUY	$66.48 - $75.59 $19,279 - $21,921	290 Added 7.59%	4,113 $288,000
Q4 2022 Feb 16, 2023	SELL	$62.0 - $74.67 $27,342 - $32,929	-441 Reduced 10.34%	3,823 $263,000
Q4 2022 Feb 16, 2023	SELL	$62.0 - $74.67 $264 Million - $318 Million	-4,260,128 Reduced 99.9%	4,264 $293,000
Q4 2022 Feb 15, 2023	BUY	$62.0 - $74.67 $264 Million - $318 Million	4,258,360 Added 70596.15%	4,264,392 $294 Million
Q3 2022 Nov 14, 2022	BUY	$52.4 - $76.32 $44,120 - $64,261	842 Added 16.22%	6,032 $376,000
Q2 2022 Aug 15, 2022	SELL	$70.67 - $78.84 $6,430 - $7,174	-91 Reduced 1.72%	5,190 $386,000
Q1 2022 May 11, 2022	SELL	$62.85 - $71.76 $31,362 - $35,808	-499 Reduced 8.63%	5,281 $379,000
Q4 2021 Feb 11, 2022	BUY	$59.64 - $65.98 $30,833 - $34,111	517 Added 9.82%	5,780 $377,000
Q3 2021 Nov 12, 2021	BUY	$60.85 - $73.65 $62,614 - $75,785	1,029 Added 24.3%	5,263 $322,000
Q2 2021 Aug 13, 2021	BUY	$70.33 - $77.48 $28,413 - $31,301	404 Added 10.55%	4,234 $306,000
Q1 2021 May 14, 2021	BUY	$60.32 - $75.53 $231,025 - $289,279	3,830 New	3,830 $283,000
Q3 2019 Nov 12, 2019	SELL	$79.96 - $87.24 $265,867 - $290,073	-3,325 Closed	0 $0
Q2 2019 Aug 16, 2019	SELL	$80.88 - $86.11 $1.92 Million - $2.04 Million	-23,718 Reduced 87.7%	3,325 $279,000
Q2 2019 Aug 13, 2019	BUY	$80.88 - $86.11 $1.87 Million - $1.99 Million	23,142 Added 593.23%	27,043 $279,000
Q1 2019 May 16, 2019	BUY	$72.41 - $82.82 $265,744 - $303,949	3,670 Added 1588.74%	3,901 $321,000
Q1 2019 May 15, 2019	SELL	$72.41 - $82.82 $142,575 - $163,072	-1,969 Reduced 89.5%	231 $321,000
Q2 2018 Aug 15, 2018	BUY	$65.3 - $73.7 $21,287 - $24,026	326 Added 17.4%	2,200 $155,000
Q2 2018 Aug 14, 2018	BUY	$65.3 - $73.7 $45,514 - $51,368	697 Added 59.22%	1,874 $139,000
Q1 2018 May 14, 2018	BUY	$61.3 - $74.1 $10,850 - $13,115	177 Added 17.7%	1,177 $85,000
Q4 2017 Feb 13, 2018	BUY	$73.7 - $82.25 $73,700 - $82,250	1,000	1,000 $75,000

Others Institutions Holding SR

# of Institutions

319

Shares Held

49.1M

Call Options Held

14.9K

Put Options Held

Black Rock Inc. New York, NY

7.39M
Shares

$537 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

6.12M
Shares

$444 Million
0.01% of portfolio
American Century Companies Inc Kansas City, MO

3.91M
Shares

$284 Million
0.16% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

3.35M
Shares

$243 Million
0.9% of portfolio
State Street Corp Boston, MA

3.15M
Shares

$229 Million
0.01% of portfolio

View Full List

About SPIRE INC

Ticker SR
Exchange OTC
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 52,492,800
Market Cap $3.81B
Description
Spire Inc., together with its subsidiaries, engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company operates in two segments, Gas Utility and Gas Marketing. It is also involved in the marketing of natural gas. In addition, t...

More about SR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account