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 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.47% |
$974 - $1.15K
|
636
$334K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3+ 0.15% |
$974 - $1.15K
|
2.07K
$1.09M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$974 - $1.15K
|
3
$1.58K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$650 - $766
|
102
$53.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2+ 0.2% |
$650 - $766
|
998
$524K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
2+ 5.26% |
$650 - $766
|
40
$21K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$650 - $766
|
1.1K
$577K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.24% |
$650 - $766
|
825
$433K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$650 - $766
|
1.23K
$648K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$650 - $766
|
2
$1.05K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$325 - $383
|
1.08K
$566K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 14.29% |
$325 - $383
|
8
$4.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$325 - $383
|
11
$5.78K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.14% |
$325 - $383
|
739
$388K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$325 - $383
|
3.19K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$325 - $383
|
2.93K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.14% |
$325 - $383
|
737
$387K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 7.14% |
$325 - $383
|
15
$7.88K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.16% |
$325 - $383
|
635
$334K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.43% |
$325 - $383
|
231
$121K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.31% |
$325 - $383
|
321
$169K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 5.88% |
$325 - $383
|
18
$9.46K
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1+ 0.01% |
$325 - $383
|
16.8K
$8.84M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$325 - $383
|
8.13K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$325 - $383
|
3.68K
$1.93M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.07% |
$325 - $383
|
1.41K
$743K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1- 0.04% |
$325 - $383
|
2.74K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 0.24% |
$325 - $383
|
423
$222K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 9.09% |
$650 - $766
|
20
$10.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2- 0.1% |
$650 - $766
|
2.05K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2- 33.33% |
$650 - $766
|
4
$2.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 4.26% |
$650 - $766
|
45
$23.6K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2- 0.13% |
$650 - $766
|
1.53K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.83% |
$650 - $766
|
239
$126K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3- 0.26% |
$974 - $1.15K
|
1.17K
$613K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3- 0.02% |
$974 - $1.15K
|
19.9K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4- 0.08% |
$1.3K - $1.53K
|
5.1K
$2.68M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4- 0.64% |
$1.3K - $1.53K
|
618
$325K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.27% |
$1.3K - $1.53K
|
1.49K
$784K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 1.72% |
$1.3K - $1.53K
|
229
$120K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 5.0% |
$1.3K - $1.53K
|
76
$39.9K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6- 0.52% |
$1.95K - $2.3K
|
1.16K
$609K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 9.84% |
$1.95K - $2.3K
|
55
$28.9K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 5.77% |
$1.95K - $2.3K
|
98
$51.5K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.78% |
$1.95K - $2.3K
|
766
$402K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6- 19.35% |
$1.95K - $2.3K
|
25
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6- 0.03% |
$1.95K - $2.3K
|
22.1K
$11.6M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 42.86% |
$1.95K - $2.3K
|
8
$4.2K
|