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 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
34+ 5.04% |
$11K - $13K
|
708
$367K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
33+ 11.15% |
$10.7K - $12.6K
|
329
$170K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33+ 1.2% |
$10.7K - $12.6K
|
2.79K
$1.45M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$10.4K - $12.3K
|
32
$16.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
31+ 4.38% |
$10.1K - $11.9K
|
738
$382K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
30+ 3.8% |
$9.74K - $11.5K
|
820
$425K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
30+ 1.99% |
$9.74K - $11.5K
|
1.54K
$795K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
30+ 0.71% |
$9.74K - $11.5K
|
4.26K
$2.21M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 2.15% |
$9.42K - $11.1K
|
1.38K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
29+ 3.88% |
$9.42K - $11.1K
|
776
$402K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28+ 2.16% |
$9.09K - $10.7K
|
1.32K
$686K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
28+ 2.42% |
$9.09K - $10.7K
|
1.19K
$614K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
28+ 6.17% |
$9.09K - $10.7K
|
482
$250K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
27+ 2.02% |
$8.77K - $10.3K
|
1.37K
$707K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
27+ 1.45% |
$8.77K - $10.3K
|
1.89K
$978K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
27New |
$8.77K - $10.3K
|
27
$14K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
27+ 0.63% |
$8.77K - $10.3K
|
4.28K
$2.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
26+ 1.49% |
$8.44K - $9.96K
|
1.78K
$920K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 3.72% |
$8.44K - $9.96K
|
724
$375K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25+ 3.79% |
$8.12K - $9.58K
|
685
$355K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
24+ 2.61% |
$7.79K - $9.2K
|
943
$489K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 38.98% |
$7.47K - $8.81K
|
82
$42.5K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23+ 17.16% |
$7.47K - $8.81K
|
157
$81.4K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
23+ 2.74% |
$7.47K - $8.81K
|
862
$447K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
22New |
$7.15K - $8.43K
|
22
$11.4K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
21+ 1.01% |
$6.82K - $8.05K
|
2.1K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21+ 110.53% |
$6.82K - $8.05K
|
40
$20.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 1.11% |
$6.5K - $7.66K
|
1.82K
$942K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$6.5K - $7.66K
|
20
$10.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
19+ 2.75% |
$6.17K - $7.28K
|
711
$368K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
19+ 1.28% |
$6.17K - $7.28K
|
1.5K
$778K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
19+ 0.06% |
$6.17K - $7.28K
|
30.7K
$15.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.89% |
$5.52K - $6.51K
|
915
$474K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
17+ 2.13% |
$5.52K - $6.51K
|
816
$423K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.99% |
$5.52K - $6.51K
|
1.73K
$897K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17+ 56.67% |
$5.52K - $6.51K
|
47
$24.4K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 1.78% |
$5.52K - $6.51K
|
970
$503K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 2.26% |
$5.2K - $6.13K
|
723
$375K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.99% |
$5.2K - $6.13K
|
1.63K
$846K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15New |
$4.87K - $5.75K
|
15
$7.77K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 1.88% |
$4.87K - $5.75K
|
813
$421K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
15+ 2.07% |
$4.87K - $5.75K
|
738
$382K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
14New |
$4.55K - $5.36K
|
14
$7.25K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
14New |
$4.55K - $5.36K
|
14
$7.25K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 43.33% |
$4.22K - $4.98K
|
43
$22.3K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
13+ 0.04% |
$4.22K - $4.98K
|
29.4K
$15.2M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 11.61% |
$4.22K - $4.98K
|
125
$64.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12+ 0.96% |
$3.9K - $4.6K
|
1.27K
$656K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12New |
$3.9K - $4.6K
|
12
$6.22K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12+ 0.67% |
$3.9K - $4.6K
|
1.82K
$941K
|