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 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12+ 0.96% |
$3.9K - $4.6K
|
1.27K
$665K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12New |
$3.9K - $4.6K
|
12
$6.3K
|
|
|
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
$954K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
12+ 0.22% |
$3.9K - $4.6K
|
5.43K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$3.9K - $4.6K
|
12
$6.3K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.59% |
$3.57K - $4.21K
|
1.87K
$983K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 0.46% |
$3.25K - $3.83K
|
2.19K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 2.99% |
$3.25K - $3.83K
|
345
$181K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 15.87% |
$3.25K - $3.83K
|
73
$38.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
8+ 0.06% |
$2.6K - $3.07K
|
14.5K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.1% |
$2.6K - $3.07K
|
8.31K
$4.36M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$4.2K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8+ 0.74% |
$2.6K - $3.07K
|
1.09K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
8+ 0.6% |
$2.6K - $3.07K
|
1.35K
$710K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
8+ 0.76% |
$2.6K - $3.07K
|
1.06K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
8+ 1.2% |
$2.6K - $3.07K
|
677
$356K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 200.0% |
$2.6K - $3.07K
|
12
$6.3K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
8+ 0.09% |
$2.6K - $3.07K
|
8.76K
$4.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.03% |
$2.27K - $2.68K
|
687
$361K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.36% |
$2.27K - $2.68K
|
1.93K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 5.65% |
$2.27K - $2.68K
|
131
$68.8K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.24% |
$2.27K - $2.68K
|
2.91K
$1.53M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.89% |
$2.27K - $2.68K
|
797
$419K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7New |
$2.27K - $2.68K
|
7
$3.68K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.93% |
$1.95K - $2.3K
|
648
$340K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6+ 17.14% |
$1.95K - $2.3K
|
41
$21.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6New |
$1.95K - $2.3K
|
6
$3.15K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$1.95K - $2.3K
|
6
$3.15K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.26% |
$1.95K - $2.3K
|
2.35K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6+ 0.15% |
$1.95K - $2.3K
|
4.09K
$2.15M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.5% |
$1.95K - $2.3K
|
1.2K
$631K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 13.95% |
$1.95K - $2.3K
|
49
$25.7K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 2.71% |
$1.95K - $2.3K
|
227
$119K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 0.4% |
$1.62K - $1.92K
|
1.24K
$654K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.62K - $1.92K
|
1.94K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5+ 0.38% |
$1.62K - $1.92K
|
1.32K
$694K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.2% |
$1.62K - $1.92K
|
2.45K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.57% |
$1.62K - $1.92K
|
879
$462K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.27% |
$1.62K - $1.92K
|
398
$209K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
5+ 0.42% |
$1.62K - $1.92K
|
1.21K
$633K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.6% |
$1.3K - $1.53K
|
668
$351K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
4+ 0.49% |
$1.3K - $1.53K
|
819
$430K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$1.3K - $1.53K
|
674
$354K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4New |
$1.3K - $1.53K
|
4
$2.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.03% |
$974 - $1.15K
|
294
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3+ 0.24% |
$974 - $1.15K
|
1.27K
$668K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$974 - $1.15K
|
3
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
3+ 0.47% |
$974 - $1.15K
|
636
$334K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 16.67% |
$974 - $1.15K
|
21
$11K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3+ 0.18% |
$974 - $1.15K
|
1.7K
$895K
|