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 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 50.0% |
$650K - $766K
|
6K
$3.11M
|
|
May 15, 2023
Q1 2023
|
Hudson Way Capital Management LLC
Dallas, TX |
BUY
|
- |
2K+ 1.92% |
$650K - $766K
|
106K
$55M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.98K+ 17.48% |
$641K - $757K
|
13.3K
$6.88M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.95KNew |
$633K - $747K
|
1.95K
$1.01M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.93K+ 1.63% |
$626K - $739K
|
120K
$62.3M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 1.63% |
$626K - $739K
|
120K
$62.3M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.91KNew |
$620K - $731K
|
1.91K
$989K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 101.17% |
$619K - $731K
|
3.79K
$1.96M
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.9K+ 26.79% |
$618K - $729K
|
9K
$4.66M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.89K+ 3.53% |
$614K - $724K
|
55.5K
$28.8M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.89KNew |
$612K - $722K
|
1.89K
$977K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.85K+ 3.93% |
$600K - $707K
|
48.8K
$25.3M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 2.14% |
$590K - $696K
|
86.9K
$45M
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.71K+ 1.83% |
$556K - $656K
|
95.4K
$49.4M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.71K+ 0.96% |
$554K - $654K
|
180K
$93.4M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 19.63% |
$553K - $653K
|
10.4K
$5.38M
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.66KNew |
$539K - $636K
|
1.66K
$861K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.66K+ 18.04% |
$539K - $635K
|
10.8K
$5.62M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.65KNew |
$537K - $634K
|
1.65K
$857K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.65K+ 15.87% |
$535K - $631K
|
12K
$6.23M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.63K+ 0.57% |
$529K - $624K
|
287K
$149M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.62K+ 66.3% |
$527K - $622K
|
4.07K
$2.11M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.61KNew |
$523K - $617K
|
1.61K
$834K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.58K+ 19.7% |
$512K - $604K
|
9.58K
$4.96M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.57K+ 0.51% |
$509K - $601K
|
308K
$160M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.56K+ 0.84% |
$507K - $598K
|
188K
$97.5M
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.56KNew |
$506K - $597K
|
1.56K
$807K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.55K+ 3.85% |
$505K - $595K
|
41.9K
$21.7M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 1.29% |
$495K - $584K
|
120K
$62.1M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.52K+ 28.79% |
$494K - $583K
|
6.81K
$3.53M
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.51K+ 31.91% |
$492K - $580K
|
6.26K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
1.51K+ 20.91% |
$492K - $580K
|
8.75K
$4.54M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.51K+ 4.42% |
$490K - $578K
|
35.6K
$18.5M
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.5K+ 133.16% |
$487K - $574K
|
2.62K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.49K+ 34.38% |
$484K - $571K
|
5.82K
$3.02M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.46K+ 16.34% |
$474K - $559K
|
10.4K
$5.39M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.45KNew |
$471K - $556K
|
1.45K
$752K
|
|
May 15, 2023
Q1 2023
|
Totem Point Management, LLC
New York, NY |
BUY
|
- |
1.45K+ 4.3% |
$470K - $554K
|
35.1K
$18.2M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.43K+ 199.3% |
$463K - $546K
|
2.14K
$1.11M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 156.63% |
$456K - $538K
|
2.3K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.4K+ 8.96% |
$455K - $537K
|
17K
$8.83M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.39K+ 0.62% |
$452K - $533K
|
227K
$118M
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.38KNew |
$448K - $529K
|
1.38K
$715K
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.38K+ 0.18% |
$447K - $527K
|
751K
$389M
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.37K+ 0.96% |
$445K - $525K
|
145K
$74.9M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.37KNew |
$444K - $524K
|
1.37K
$708K
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.35KNew |
$440K - $519K
|
1.35K
$702K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.34K+ 12181.82% |
$435K - $513K
|
1.35K
$700K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.29K+ 12.03% |
$417K - $492K
|
12K
$6.2M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 2.7% |
$403K - $475K
|
47.1K
$24.4M
|