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 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.23K+ 1.23% |
$400K - $472K
|
101K
$52.4M
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.22K+ 2.64% |
$395K - $466K
|
47.2K
$24.5M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.22K+ 113.66% |
$395K - $466K
|
2.28K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.2K+ 9.99% |
$390K - $460K
|
13.2K
$6.85M
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.19K+ 14.38% |
$388K - $457K
|
9.5K
$4.92M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$386K - $455K
|
1.19K
$615K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.18K+ 177.95% |
$383K - $451K
|
1.84K
$953K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.14K+ 4.43% |
$372K - $438K
|
27K
$14M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.14K+ 120.97% |
$371K - $438K
|
2.09K
$1.08M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.13K+ 13.21% |
$367K - $433K
|
9.68K
$5.01M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.12K+ 45.2% |
$365K - $431K
|
3.61K
$1.87M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.11K+ 16.63% |
$361K - $426K
|
7.79K
$4.04M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 3.85% |
$356K - $420K
|
29.5K
$15.3M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.08K+ 17.37% |
$351K - $414K
|
7.3K
$3.78M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.06KNew |
$345K - $407K
|
1.06K
$550K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.02K+ 4618.18% |
$330K - $389K
|
1.04K
$538K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 157.57% |
$328K - $387K
|
1.65K
$856K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
991+ 0.91% |
$322K - $380K
|
110K
$56.8M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
987+ 2.74% |
$321K - $378K
|
37K
$19.2M
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
975+ 1.97% |
$317K - $374K
|
50.5K
$26.2M
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
965New |
$313K - $370K
|
965
$500K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
961New |
$312K - $368K
|
961
$498K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
924+ 76.36% |
$300K - $354K
|
2.13K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
922New |
$299K - $353K
|
922
$478K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
920+ 22.47% |
$299K - $353K
|
5.02K
$2.6M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
919+ 40.94% |
$298K - $352K
|
3.16K
$1.64M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
903New |
$293K - $346K
|
903
$468K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
900New |
$292K - $345K
|
900
$466K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
891+ 3.34% |
$289K - $341K
|
27.6K
$14.3M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
889+ 9.02% |
$289K - $341K
|
10.7K
$5.57M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
887+ 1.87% |
$288K - $340K
|
48.4K
$25.1M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
882New |
$286K - $338K
|
882
$457K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
875+ 107.76% |
$284K - $335K
|
1.69K
$874K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
873New |
$284K - $334K
|
873
$452K
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
870New |
$283K - $333K
|
870
$451K
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
869New |
$282K - $333K
|
869
$450K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
864+ 19.37% |
$281K - $331K
|
5.32K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
860+ 5.78% |
$279K - $330K
|
15.7K
$8.15M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
841New |
$273K - $322K
|
841
$436K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
840+ 3.95% |
$273K - $322K
|
22.1K
$11.4M
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
838+ 89.15% |
$272K - $321K
|
1.78K
$921K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
835+ 9.58% |
$271K - $320K
|
9.55K
$4.95M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
828+ 18.14% |
$269K - $317K
|
5.39K
$2.79M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
826+ 3754.55% |
$268K - $316K
|
848
$439K
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
823+ 22.76% |
$267K - $315K
|
4.44K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
817+ 14.85% |
$265K - $313K
|
6.32K
$3.27M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
804+ 135.35% |
$261K - $308K
|
1.4K
$724K
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
794+ 4.49% |
$258K - $304K
|
18.5K
$9.57M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
781New |
$254K - $299K
|
781
$405K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
767New |
$249K - $294K
|
767
$397K
|