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
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
767New |
$249K - $294K
|
767
$397K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
766+ 33.32% |
$249K - $294K
|
3.07K
$1.59M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
761+ 10.08% |
$247K - $292K
|
8.31K
$4.31M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
758+ 26.28% |
$246K - $290K
|
3.64K
$1.89M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
757+ 0.87% |
$246K - $290K
|
87.6K
$45.4M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
756+ 4.31% |
$246K - $290K
|
18.3K
$9.47M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
743New |
$241K - $285K
|
743
$385K
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
743+ 1.2% |
$241K - $285K
|
62.6K
$32.4M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
741+ 36.41% |
$241K - $284K
|
2.78K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
741+ 26.33% |
$241K - $284K
|
3.56K
$1.84M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
728New |
$236K - $279K
|
728
$377K
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
727New |
$236K - $279K
|
727
$377K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
726New |
$236K - $278K
|
726
$376K
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
721+ 10.43% |
$234K - $276K
|
7.63K
$3.96M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
721New |
$234K - $276K
|
721
$374K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
719+ 4.47% |
$234K - $275K
|
16.8K
$8.72M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
716+ 13.34% |
$233K - $274K
|
6.08K
$3.15M
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
715+ 3.2% |
$232K - $274K
|
23K
$11.9M
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
709+ 23.96% |
$230K - $272K
|
3.67K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
703New |
$228K - $269K
|
703
$364K
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$227K - $268K
|
700
$363K
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 4.83% |
$227K - $268K
|
15.2K
$7.88M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
686+ 9.87% |
$223K - $263K
|
7.64K
$3.96M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
685+ 37.27% |
$222K - $262K
|
2.52K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
684+ 10.51% |
$222K - $262K
|
7.19K
$3.73M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
681+ 41.4% |
$221K - $261K
|
2.33K
$1.21M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
675New |
$219K - $259K
|
675
$350K
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
670+ 35.34% |
$218K - $257K
|
2.57K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
668+ 2.75% |
$217K - $256K
|
24.9K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
666+ 0.02% |
$216K - $255K
|
2.68M
$1.39B
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
664New |
$216K - $254K
|
664
$344K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
664+ 4.85% |
$216K - $254K
|
14.3K
$7.43M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
655New |
$213K - $251K
|
655
$339K
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
653New |
$212K - $250K
|
653
$338K
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
652New |
$212K - $250K
|
652
$338K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
645+ 26.75% |
$209K - $247K
|
3.06K
$1.58M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
642+ 34.87% |
$209K - $246K
|
2.48K
$1.29M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
632+ 2872.73% |
$205K - $242K
|
654
$339K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
629New |
$204K - $241K
|
629
$326K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
614New |
$199K - $235K
|
614
$318K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
611+ 7.56% |
$198K - $234K
|
8.7K
$4.51M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
608New |
$197K - $233K
|
608
$315K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
608+ 8.23% |
$197K - $233K
|
8K
$4.14M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
607+ 90.73% |
$197K - $233K
|
1.28K
$661K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
607+ 1.29% |
$197K - $233K
|
47.7K
$24.7M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
607+ 11.25% |
$197K - $233K
|
6K
$3.11M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
602New |
$196K - $231K
|
602
$312K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600New |
$195K - $230K
|
600
$311K
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
596New |
$194K - $228K
|
596
$309K
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
595New |
$193K - $228K
|
595
$308K
|