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
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 4.96% |
$2.27K - $2.68K
|
134
$70.4K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7- 0.15% |
$2.27K - $2.68K
|
4.64K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8- 0.67% |
$2.6K - $3.07K
|
1.19K
$626K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 13.43% |
$2.92K - $3.45K
|
58
$30.5K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 1.32% |
$2.92K - $3.45K
|
673
$354K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.25% |
$2.92K - $3.45K
|
3.62K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 1.48% |
$2.92K - $3.45K
|
598
$314K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.73% |
$2.92K - $3.45K
|
1.22K
$641K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-9- 9.89% |
$2.92K - $3.45K
|
82
$43.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-10- 1.96% |
$3.25K - $3.83K
|
499
$262K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10- 1.23% |
$3.25K - $3.83K
|
802
$421K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10- 0.58% |
$3.25K - $3.83K
|
1.7K
$893K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10- 1.27% |
$3.25K - $3.83K
|
780
$410K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.27% |
$3.25K - $3.83K
|
3.69K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-10- 1.43% |
$3.25K - $3.83K
|
690
$362K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 1.68% |
$3.57K - $4.21K
|
642
$337K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11- 0.73% |
$3.57K - $4.21K
|
1.49K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11- 15.28% |
$3.57K - $4.21K
|
61
$32K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 0.62% |
$3.57K - $4.21K
|
1.78K
$933K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-12- 0.25% |
$3.9K - $4.6K
|
4.85K
$2.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.71% |
$3.9K - $4.6K
|
689
$362K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12- 0.7% |
$3.9K - $4.6K
|
1.71K
$897K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 9.68% |
$3.9K - $4.6K
|
112
$58.8K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-12- 1.69% |
$3.9K - $4.6K
|
698
$367K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 2.99% |
$4.22K - $4.98K
|
422
$222K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-13- 1.91% |
$4.22K - $4.98K
|
667
$350K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13- 1.36% |
$4.22K - $4.98K
|
942
$495K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15- 1.76% |
$4.87K - $5.75K
|
835
$439K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 2.04% |
$4.87K - $5.75K
|
719
$378K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-15- 0.22% |
$4.87K - $5.75K
|
6.89K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-15- 0.88% |
$4.87K - $5.75K
|
1.69K
$886K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16- 2.39% |
$5.2K - $6.13K
|
653
$343K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-16- 2.12% |
$5.2K - $6.13K
|
740
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-16- 1.16% |
$5.2K - $6.13K
|
1.36K
$715K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-16- 0.72% |
$5.2K - $6.13K
|
2.19K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-18- 1.03% |
$5.85K - $6.9K
|
1.73K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-18- 1.95% |
$5.85K - $6.9K
|
903
$474K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19- 2.4% |
$6.17K - $7.28K
|
774
$407K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.12% |
$6.5K - $7.66K
|
17.1K
$8.99M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-20- 3.12% |
$6.5K - $7.66K
|
622
$327K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20- 0.27% |
$6.5K - $7.66K
|
7.28K
$3.82M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-22- 2.02% |
$7.15K - $8.43K
|
1.07K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-22- 0.54% |
$7.15K - $8.43K
|
4.08K
$2.14M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-22- 8.27% |
$7.15K - $8.43K
|
244
$128K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-23- 0.74% |
$7.47K - $8.81K
|
3.08K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-24- 6.38% |
$7.79K - $9.2K
|
352
$185K
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-25- 0.48% |
$8.12K - $9.58K
|
5.19K
$2.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25- 1.88% |
$8.12K - $9.58K
|
1.31K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-25- 3.39% |
$8.12K - $9.58K
|
713
$375K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-25- 0.59% |
$8.12K - $9.58K
|
4.19K
$2.2M
|