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 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-27- 3.88% |
$8.77K - $10.3K
|
669
$347K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27- 2.61% |
$8.77K - $10.3K
|
1.01K
$523K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.22% |
$9.09K - $10.7K
|
12.9K
$6.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-28- 1.34% |
$9.09K - $10.7K
|
2.06K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-28- 2.55% |
$9.09K - $10.7K
|
1.07K
$554K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-29- 0.85% |
$9.42K - $11.1K
|
3.37K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-29- 0.55% |
$9.42K - $11.1K
|
5.27K
$2.73M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 6.97% |
$9.42K - $11.1K
|
387
$201K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-30- 0.88% |
$9.74K - $11.5K
|
3.39K
$1.75M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-30- 1.39% |
$9.74K - $11.5K
|
2.13K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-31- 4.81% |
$10.1K - $11.9K
|
614
$318K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-31- 0.22% |
$10.1K - $11.9K
|
14.4K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-31- 0.38% |
$10.1K - $11.9K
|
8.05K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-32- 3.4% |
$10.4K - $12.3K
|
910
$472K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-33- 1.43% |
$10.7K - $12.6K
|
2.27K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-34- 3.81% |
$11K - $13K
|
859
$445K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 0.69% |
$11.4K - $13.4K
|
5K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-35- 2.58% |
$11.4K - $13.4K
|
1.32K
$685K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-36- 3.04% |
$11.7K - $13.8K
|
1.15K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-36- 4.24% |
$11.7K - $13.8K
|
814
$422K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-37- 4.73% |
$12K - $14.2K
|
745
$386K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-38- 0.45% |
$12.3K - $14.6K
|
8.34K
$4.32M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-39- 4.08% |
$12.7K - $14.9K
|
916
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-40- 2.52% |
$13K - $15.3K
|
1.55K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.71% |
$13K - $15.3K
|
5.63K
$2.92M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-42- 4.47% |
$13.6K - $16.1K
|
898
$465K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-43- 0.6% |
$14K - $16.5K
|
7.16K
$3.71M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-43- 0.43% |
$14K - $16.5K
|
9.97K
$5.17M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-44- 3.29% |
$14.3K - $16.9K
|
1.29K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-46- 1.62% |
$14.9K - $17.6K
|
2.79K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-46- 3.03% |
$14.9K - $17.6K
|
1.47K
$762K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-46- 33.33% |
$14.9K - $17.6K
|
92
$47.7K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-47- 5.75% |
$15.3K - $18K
|
770
$399K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-47- 4.77% |
$15.3K - $18K
|
938
$486K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-49- 5.21% |
$15.9K - $18.8K
|
891
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 1.06% |
$16.2K - $19.2K
|
4.66K
$2.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-50- 7.14% |
$16.2K - $19.2K
|
650
$337K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-50- 12.72% |
$16.2K - $19.2K
|
343
$178K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 2.34% |
$16.2K - $19.2K
|
2.08K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-51- -0.0% |
$16.6K - $19.5K
|
2.05M
$1.06B
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-51- 0.5% |
$16.6K - $19.5K
|
10.1K
$5.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-52- 23.11% |
$16.9K - $19.9K
|
173
$89.6K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-53- 2.29% |
$17.2K - $20.3K
|
2.26K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-56- 1.43% |
$18.2K - $21.5K
|
3.86K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-56- 0.49% |
$18.2K - $21.5K
|
11.3K
$5.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-59- 1.42% |
$19.2K - $22.6K
|
4.09K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-61- 0.02% |
$19.8K - $23.4K
|
263K
$136M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-61- 15.1% |
$19.8K - $23.4K
|
343
$178K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-64- 9.52% |
$20.8K - $24.5K
|
608
$315K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 28.19% |
$20.8K - $24.5K
|
163
$84.5K
|