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 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-212- 4.08% |
$68.9K - $81.2K
|
4.98K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-215- 1.13% |
$69.8K - $82.4K
|
18.8K
$9.87M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-219- 20.64% |
$71.1K - $83.9K
|
842
$442K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-224- 15.81% |
$72.8K - $85.8K
|
1.19K
$627K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-225- 21.31% |
$73.1K - $86.2K
|
831
$437K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-226- 11.76% |
$73.4K - $86.6K
|
1.7K
$891K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-230- 8.77% |
$74.7K - $88.1K
|
2.39K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-236- 0.14% |
$76.7K - $90.4K
|
174K
$91.2M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-236- 0.35% |
$76.7K - $90.4K
|
66.3K
$34.8M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-238- 7.18% |
$77.3K - $91.2K
|
3.08K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-240- 0.57% |
$77.9K - $92K
|
42.2K
$22.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-244- 15.85% |
$79.2K - $93.5K
|
1.3K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-245- 6.95% |
$79.6K - $93.9K
|
3.28K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-246- 3.72% |
$79.9K - $94.3K
|
6.36K
$3.34M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-247- 27.82% |
$80.2K - $94.6K
|
641
$337K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-248- 2.55% |
$80.5K - $95K
|
9.47K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 18.62% |
$81.2K - $95.8K
|
1.09K
$574K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-259- 20.11% |
$84.1K - $99.2K
|
1.03K
$541K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-261- 5.7% |
$84.8K - $100K
|
4.32K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-265- 2.99% |
$86.1K - $102K
|
8.61K
$4.52M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-267- 27.99% |
$86.7K - $102K
|
687
$361K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-271- 6.95% |
$88K - $104K
|
3.63K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-274- 1.16% |
$89K - $105K
|
23.3K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-275- 43.72% |
$89.3K - $105K
|
354
$186K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-277- 73.87% |
$90K - $106K
|
98
$51.5K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-282- 1.36% |
$91.6K - $108K
|
20.4K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-284- 23.79% |
$92.2K - $109K
|
910
$478K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-287- 1.62% |
$93.2K - $110K
|
17.4K
$9.15M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-291- 24.79% |
$94.5K - $111K
|
883
$464K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-297- 9.56% |
$96.5K - $114K
|
2.81K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-298- 0.34% |
$96.8K - $114K
|
87.3K
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-300- 7.96% |
$97.4K - $115K
|
3.47K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-304- 17.13% |
$98.7K - $116K
|
1.47K
$773K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-309- 0.49% |
$100K - $118K
|
63.4K
$33.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-311- 10.8% |
$101K - $119K
|
2.57K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-316- 13.36% |
$103K - $121K
|
2.05K
$1.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-318- 0.55% |
$103K - $122K
|
57.9K
$30.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-318- 12.36% |
$103K - $122K
|
2.26K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-320- 0.82% |
$104K - $123K
|
38.7K
$20.3M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-336- 19.04% |
$109K - $129K
|
1.43K
$751K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-351- 18.35% |
$114K - $134K
|
1.56K
$821K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-351- 13.18% |
$114K - $134K
|
2.31K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-354- 3.96% |
$115K - $136K
|
8.58K
$4.51M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-355- 42.87% |
$115K - $136K
|
473
$248K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-360- 30.53% |
$117K - $138K
|
819
$430K
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-370- 0.85% |
$120K - $142K
|
43.2K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-370- 7.98% |
$120K - $142K
|
4.27K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-380- 0.95% |
$123K - $146K
|
39.7K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-382- 2.51% |
$124K - $146K
|
14.8K
$7.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-410- 8.88% |
$133K - $157K
|
4.21K
$2.21M
|