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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
223+ 1.99% |
$72.4K - $85.4K
|
11.4K
$5.99M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
223+ 0.39% |
$72.4K - $85.4K
|
56.7K
$29.8M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
222+ 24.86% |
$72.1K - $85.1K
|
1.12K
$586K
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
221+ 2.87% |
$71.8K - $84.7K
|
7.93K
$4.16M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
221+ 26.34% |
$71.8K - $84.7K
|
1.06K
$557K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
214+ 0.81% |
$69.5K - $82K
|
26.6K
$14M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
214+ 21.97% |
$69.5K - $82K
|
1.19K
$624K
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
210+ 1.82% |
$68.2K - $80.5K
|
11.8K
$6.19M
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
209+ 0.62% |
$67.9K - $80.1K
|
34K
$17.9M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
208+ 5.37% |
$67.6K - $79.7K
|
4.08K
$2.14M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
205+ 13.84% |
$66.6K - $78.5K
|
1.69K
$886K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
203+ 0.03% |
$65.9K - $77.8K
|
656K
$345M
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
197+ 11.49% |
$64K - $75.5K
|
1.91K
$1M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
195+ 15.59% |
$63.3K - $74.7K
|
1.45K
$760K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
195+ 17.21% |
$63.3K - $74.7K
|
1.33K
$698K
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 0.18% |
$63.3K - $74.7K
|
107K
$56.2M
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
191+ 1.18% |
$62K - $73.2K
|
16.4K
$8.6M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
191+ 3.11% |
$62K - $73.2K
|
6.33K
$3.32M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
189+ 1.85% |
$61.4K - $72.4K
|
10.4K
$5.46M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
188+ 1.35% |
$61.1K - $72K
|
14.1K
$7.4M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
181+ 50.0% |
$58.8K - $69.4K
|
543
$285K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
180New |
$58.5K - $69K
|
180
$94.6K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
176+ 2.89% |
$57.2K - $67.4K
|
6.28K
$3.3M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 9.04% |
$56.8K - $67.1K
|
2.11K
$1.11M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
175+ 55.21% |
$56.8K - $67.1K
|
492
$258K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
174+ 5.32% |
$56.5K - $66.7K
|
3.44K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
174+ 1.1% |
$56.5K - $66.7K
|
15.9K
$8.37M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
174+ 3.72% |
$56.5K - $66.7K
|
4.85K
$2.55M
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
170+ 16.87% |
$55.2K - $65.1K
|
1.18K
$619K
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
170+ 11.11% |
$55.2K - $65.1K
|
1.7K
$893K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
167+ 3.5% |
$54.2K - $64K
|
4.94K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
164+ 4.08% |
$53.3K - $62.8K
|
4.19K
$2.2M
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
162+ 5.38% |
$52.6K - $62.1K
|
3.18K
$1.67M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
160+ 2.78% |
$52K - $61.3K
|
5.92K
$3.11M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
159+ 3.63% |
$51.6K - $60.9K
|
4.54K
$2.38M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
158+ 8.19% |
$51.3K - $60.5K
|
2.09K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
158+ 0.6% |
$51.3K - $60.5K
|
26.5K
$13.9M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
154+ 13.15% |
$50K - $59K
|
1.33K
$696K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
153+ 5.68% |
$49.7K - $58.6K
|
2.85K
$1.5M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 4.94% |
$49.7K - $58.6K
|
3.25K
$1.71M
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
153+ 0.52% |
$49.7K - $58.6K
|
29.7K
$15.6M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
152+ 5.79% |
$49.4K - $58.2K
|
2.78K
$1.46M
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
151+ 10.18% |
$49K - $57.9K
|
1.64K
$859K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 10.83% |
$48.4K - $57.1K
|
1.53K
$801K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
147+ 10.49% |
$47.7K - $56.3K
|
1.55K
$814K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
145+ 17.12% |
$47.1K - $55.6K
|
992
$521K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
142+ 2.92% |
$46.1K - $54.4K
|
5K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
142+ 17.38% |
$46.1K - $54.4K
|
959
$504K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
140+ 5.9% |
$45.5K - $53.6K
|
2.51K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
136+ 172.15% |
$44.2K - $52.1K
|
215
$113K
|