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 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 3.52% |
$21.1K - $24.9K
|
1.91K
$991K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 21.81% |
$21.1K - $24.9K
|
363
$188K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
64+ 1.02% |
$20.8K - $24.5K
|
6.36K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
64+ 0.89% |
$20.8K - $24.5K
|
7.28K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
62New |
$20.1K - $23.8K
|
62
$32.1K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
62+ 3.39% |
$20.1K - $23.8K
|
1.89K
$980K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$20.1K - $23.8K
|
62
$32.1K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
62+ 3.39% |
$20.1K - $23.8K
|
1.89K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
59+ 9.22% |
$19.2K - $22.6K
|
699
$362K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
57New |
$18.5K - $21.8K
|
57
$29.5K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
54+ 2.98% |
$17.5K - $20.7K
|
1.87K
$968K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
53+ 3.19% |
$17.2K - $20.3K
|
1.72K
$890K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
52+ 3.43% |
$16.9K - $19.9K
|
1.57K
$814K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 9.17% |
$16.9K - $19.9K
|
619
$321K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.88% |
$16.9K - $19.9K
|
5.94K
$3.08M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 7.75% |
$16.9K - $19.9K
|
723
$375K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 11.75% |
$16.6K - $19.5K
|
485
$251K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51+ 2.86% |
$16.6K - $19.5K
|
1.83K
$950K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
51+ 2.52% |
$16.6K - $19.5K
|
2.07K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
51+ 1.03% |
$16.6K - $19.5K
|
5.01K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 0.26% |
$16.2K - $19.2K
|
19.3K
$10M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
49+ 6.76% |
$15.9K - $18.8K
|
774
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 3.0% |
$15.9K - $18.8K
|
1.68K
$871K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
49+ 1.74% |
$15.9K - $18.8K
|
2.87K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
49+ 0.59% |
$15.9K - $18.8K
|
8.4K
$4.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 293.75% |
$15.3K - $18K
|
63
$32.6K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
47+ 11.75% |
$15.3K - $18K
|
447
$232K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46New |
$14.9K - $17.6K
|
46
$23.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
45+ 0.39% |
$14.6K - $17.2K
|
11.7K
$6.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
45+ 4.27% |
$14.6K - $17.2K
|
1.1K
$569K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
45+ 2.05% |
$14.6K - $17.2K
|
2.24K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 1.93% |
$14.6K - $17.2K
|
2.38K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44+ 3.84% |
$14.3K - $16.9K
|
1.19K
$617K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
43New |
$14K - $16.5K
|
43
$22.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
42+ 76.36% |
$13.6K - $16.1K
|
97
$50.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
42+ 1.06% |
$13.6K - $16.1K
|
4K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
41+ 6.44% |
$13.3K - $15.7K
|
678
$351K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
41+ 0.34% |
$13.3K - $15.7K
|
12.1K
$6.25M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.63% |
$12.3K - $14.6K
|
1.09K
$562K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 42.7% |
$12.3K - $14.6K
|
127
$65.8K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
38+ 74.51% |
$12.3K - $14.6K
|
89
$46.1K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
37+ 2.06% |
$12K - $14.2K
|
1.84K
$952K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
37+ 2.19% |
$12K - $14.2K
|
1.72K
$893K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 1.53% |
$11.4K - $13.4K
|
2.33K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
35+ 1.33% |
$11.4K - $13.4K
|
2.66K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
35+ 31.25% |
$11.4K - $13.4K
|
147
$76.2K
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
35+ 1.99% |
$11.4K - $13.4K
|
1.8K
$931K
|
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
BUY
|
- |
34+ 0.26% |
$11K - $13K
|
13.1K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
34+ 0.02% |
$11K - $13K
|
146K
$75.4M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
34+ 4.47% |
$11K - $13K
|
794
$411K
|