Purchases and Sales Made in Q1 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 2023. The information is specifically focused on institutions that hold shares of S&P Global Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
340+ 0.88% |
$110K - $130K
|
39K
$20.1M
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
338+ 28.03% |
$110K - $130K
|
1.54K
$797K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
336+ 14.22% |
$109K - $129K
|
2.7K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
335+ 14.98% |
$109K - $128K
|
2.57K
$1.33M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
330+ 0.29% |
$107K - $126K
|
116K
$59.9M
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
330+ 6.29% |
$107K - $126K
|
5.58K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
326+ 8.89% |
$106K - $125K
|
3.99K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
324+ 16.36% |
$105K - $124K
|
2.3K
$1.19M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
323New |
$105K - $124K
|
323
$167K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
320+ 18.5% |
$104K - $123K
|
2.05K
$1.06M
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
316+ 10.92% |
$103K - $121K
|
3.21K
$1.66M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
312+ 92.86% |
$101K - $120K
|
648
$335K
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
310+ 11.59% |
$101K - $119K
|
2.98K
$1.54M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$97.4K - $115K
|
300
$155K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
300+ 16.48% |
$97.4K - $115K
|
2.12K
$1.09M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
299+ 37.1% |
$97.1K - $115K
|
1.11K
$570K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 13.25% |
$96.5K - $114K
|
2.54K
$1.31M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
297+ 0.76% |
$96.5K - $114K
|
39.4K
$20.4M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
294+ 2.24% |
$95.5K - $113K
|
13.4K
$6.94M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
293+ 3.82% |
$95.2K - $112K
|
7.96K
$4.11M
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
292New |
$94.8K - $112K
|
292
$151K
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
289+ 11.48% |
$93.9K - $111K
|
2.81K
$1.45M
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
289+ 2.98% |
$93.9K - $111K
|
10K
$5.16M
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
282+ 10.56% |
$91.6K - $108K
|
2.95K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
278New |
$90.3K - $107K
|
278
$144K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
277+ 9.26% |
$90K - $106K
|
3.27K
$1.69M
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
272+ 6.93% |
$88.3K - $104K
|
4.2K
$2.17M
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
271+ 0.15% |
$88K - $104K
|
176K
$91M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
270+ 0.96% |
$87.7K - $103K
|
28.4K
$14.7M
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
269+ 0.32% |
$87.4K - $103K
|
85.2K
$44M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
265+ 8.84% |
$86.1K - $102K
|
3.26K
$1.69M
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
261+ 5.59% |
$84.8K - $100K
|
4.93K
$2.55M
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
258+ 335.06% |
$83.8K - $98.9K
|
335
$173K
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
257+ 3.66% |
$83.5K - $98.5K
|
7.28K
$3.76M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
249+ 2.16% |
$80.9K - $95.4K
|
11.8K
$6.07M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
245+ 39.84% |
$79.6K - $93.9K
|
860
$444K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
244+ 38.61% |
$79.2K - $93.5K
|
876
$452K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
242+ 2.64% |
$78.6K - $92.7K
|
9.42K
$4.87M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
240+ 15.81% |
$77.9K - $92K
|
1.76K
$908K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
237+ 7.8% |
$77K - $90.8K
|
3.28K
$1.69M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
236+ 15.79% |
$76.7K - $90.4K
|
1.73K
$894K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
235+ 12.53% |
$76.3K - $90K
|
2.11K
$1.09M
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
232+ 15.8% |
$75.4K - $88.9K
|
1.7K
$878K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
230+ 7.25% |
$74.7K - $88.1K
|
3.4K
$1.76M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
226+ 16.79% |
$73.4K - $86.6K
|
1.57K
$812K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
225+ 14.6% |
$73.1K - $86.2K
|
1.77K
$912K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
224+ 22.07% |
$72.8K - $85.8K
|
1.24K
$640K
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
223+ 1.99% |
$72.4K - $85.4K
|
11.4K
$5.89M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
223+ 0.39% |
$72.4K - $85.4K
|
56.7K
$29.3M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
222+ 24.86% |
$72.1K - $85.1K
|
1.12K
$576K
|