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 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
130+ 2.76% |
$42.2K - $49.8K
|
4.85K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
130+ 11.94% |
$42.2K - $49.8K
|
1.22K
$632K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
127+ 10.64% |
$41.2K - $48.7K
|
1.32K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
124+ 10.51% |
$40.3K - $47.5K
|
1.3K
$676K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
121+ 11.09% |
$39.3K - $46.4K
|
1.21K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
121+ 3.03% |
$39.3K - $46.4K
|
4.12K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
118+ 0.45% |
$38.3K - $45.2K
|
26.5K
$13.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
117+ 95.9% |
$38K - $44.8K
|
239
$124K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
117+ 14.36% |
$38K - $44.8K
|
932
$483K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
115+ 0.43% |
$37.4K - $44.1K
|
27K
$14M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
114+ 7.56% |
$37K - $43.7K
|
1.62K
$841K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
114+ 12.74% |
$37K - $43.7K
|
1.01K
$523K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
113+ 2.93% |
$36.7K - $43.3K
|
3.97K
$2.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
111+ 16.92% |
$36.1K - $42.5K
|
767
$397K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111+ 3.06% |
$36.1K - $42.5K
|
3.74K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
109+ 40.98% |
$35.4K - $41.8K
|
375
$194K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
108New |
$35.1K - $41.4K
|
108
$56K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
108+ 4.89% |
$35.1K - $41.4K
|
2.32K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
104+ 3.65% |
$33.8K - $39.8K
|
2.95K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
104+ 10.97% |
$33.8K - $39.8K
|
1.05K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
101+ 3.87% |
$32.8K - $38.7K
|
2.71K
$1.41M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 2.12% |
$32.8K - $38.7K
|
4.86K
$2.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 10.55% |
$32.5K - $38.3K
|
1.05K
$543K
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
100+ 6.71% |
$32.5K - $38.3K
|
1.59K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 0.59% |
$32.5K - $38.3K
|
17K
$8.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95New |
$30.9K - $36.4K
|
95
$49.2K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
93+ 8.4% |
$30.2K - $35.6K
|
1.2K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 1.24% |
$29.9K - $35.3K
|
7.51K
$3.89M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
91+ 5.12% |
$29.6K - $34.9K
|
1.87K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
90+ 0.76% |
$29.2K - $34.5K
|
11.9K
$6.18M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
90+ 2.44% |
$29.2K - $34.5K
|
3.78K
$1.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
89+ 9.6% |
$28.9K - $34.1K
|
1.02K
$526K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89+ 202.27% |
$28.9K - $34.1K
|
133
$68.9K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
88+ 2.36% |
$28.6K - $33.7K
|
3.81K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87+ 11.73% |
$28.3K - $33.3K
|
829
$430K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
86+ 12.13% |
$27.9K - $33K
|
795
$412K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
86+ 2.77% |
$27.9K - $33K
|
3.19K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
83+ 2.53% |
$27K - $31.8K
|
3.36K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
81New |
$26.3K - $31K
|
81
$42K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
81+ 2.03% |
$26.3K - $31K
|
4.07K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
81+ 110.96% |
$26.3K - $31K
|
154
$79.8K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
76+ 1.01% |
$24.7K - $29.1K
|
7.6K
$3.94M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 14.99% |
$24.7K - $29.1K
|
583
$302K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
75+ 4.1% |
$24.4K - $28.7K
|
1.9K
$987K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 6.23% |
$24.4K - $28.7K
|
1.28K
$662K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
73+ 12.21% |
$23.7K - $28K
|
671
$348K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
73+ 4.45% |
$23.7K - $28K
|
1.72K
$889K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
72+ 54.96% |
$23.4K - $27.6K
|
203
$105K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
71+ 0.6% |
$23.1K - $27.2K
|
11.8K
$6.12M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$22.1K - $26.1K
|
295
$153K
|