Purchases and Sales Made in Q1 2023 in S&P Global Inc. (SPGI)

SPGI Quotes by TradingView

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 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
593
New
$193K - $227K
593 $307K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
590
+ 23.06%
$192K - $226K
3.15K $1.63M
May 11, 2023 Q1 2023
Qtron Investments LLC

Boston, MA
BUY
 -
588
+ 39.2%
$191K - $225K
2.09K $1.08M
Apr 20, 2023 Q1 2023
44 Wealth Management LLC

BUY
 -
585
New
$190K - $224K
585 $303K
May 12, 2023 Q1 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
579
+ 1.66%
$188K - $222K
35.5K $18.4M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
563
+ 10.43%
$183K - $216K
5.96K $3.09M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
557
+ 0.0%
$181K - $213K
28.6M $14.8B
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

BUY
 -
555
+ 44.54%
$180K - $213K
1.8K $933K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
547
+ 2.49%
$178K - $210K
22.5K $11.7M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
545
+ 12.5%
$177K - $209K
4.91K $2.54M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
540
+ 0.55%
$175K - $207K
98.5K $51.1M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
536
+ 6.05%
$174K - $205K
9.39K $4.87M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
529
+ 7.26%
$172K - $203K
7.82K $4.05M
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
516
+ 72.47%
$168K - $198K
1.23K $636K
May 12, 2023 Q1 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
505
+ 7.66%
$164K - $193K
7.1K $3.68M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
503
+ 73.65%
$163K - $193K
1.19K $615K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
502
+ 113.32%
$163K - $192K
945 $490K
May 01, 2023 Q1 2023
Hickory Lane Capital Management LP

New York, NY
BUY
 -
500
+ 5.0%
$162K - $192K
10.5K $5.44M
May 15, 2023 Q1 2023
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
497
+ 0.28%
$161K - $190K
179K $92.8M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
483
+ 30.73%
$157K - $185K
2.06K $1.06M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
480
+ 10.73%
$156K - $184K
4.95K $2.57M
May 15, 2023 Q1 2023
Capital International LTD

Los Angeles, CA
BUY
 -
477
+ 3.35%
$155K - $183K
14.7K $7.62M
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
474
+ 23700.0%
$154K - $182K
476 $247K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
467
+ 41.62%
$152K - $179K
1.59K $823K
May 04, 2023 Q1 2023
Ninepoint Partners LP

BUY
 -
466
+ 36.1%
$151K - $179K
1.76K $910K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
461
New
$150K - $177K
461 $239K
Apr 14, 2023 Q1 2023
Bristol John W & CO Inc

BUY
 -
458
+ 0.26%
$149K - $175K
176K $91M
May 12, 2023 Q1 2023
Fj Capital Management LLC

Mclean, VA
BUY
 -
457
+ 37.52%
$148K - $175K
1.68K $868K
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
452
+ 0.27%
$147K - $173K
169K $87.4M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
447
+ 0.63%
$145K - $171K
71.9K $37.3M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
446
+ 5.85%
$145K - $171K
8.08K $4.18M
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
438
+ 14.62%
$142K - $168K
3.43K $1.78M
Apr 26, 2023 Q1 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
423
+ 2.93%
$137K - $162K
14.9K $7.7M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
422
New
$137K - $162K
422 $219K
Apr 20, 2023 Q1 2023
Lgt Group Foundation

BUY
 -
420
+ 4.06%
$136K - $161K
10.8K $5.58M
May 03, 2023 Q1 2023
Goldstream Capital Management LTD

BUY
 -
417
New
$135K - $160K
417 $216K
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
415
+ 2.89%
$135K - $159K
14.8K $7.65M
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
405
+ 2.08%
$132K - $155K
19.8K $10.3M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
405
+ 8.52%
$132K - $155K
5.16K $2.67M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
400
New
$130K - $153K
400 $207K
May 15, 2023 Q1 2023
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
399
+ 12.95%
$130K - $153K
3.48K $1.8M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
390
+ 16.94%
$127K - $149K
2.69K $1.39M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
383
+ 17.58%
$124K - $147K
2.56K $1.33M
Apr 20, 2023 Q1 2023
High Mark Wealth Management LLC

BUY
 -
363
New
$118K - $139K
363 $188K
May 02, 2023 Q1 2023
Progressive Investment Management Corp

BUY
 -
357
+ 1.13%
$116K - $137K
31.9K $16.5M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
353
+ 25.41%
$115K - $135K
1.74K $903K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
349
+ 2.12%
$113K - $134K
16.8K $8.7M
Sep 07, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
349
+ 2.12%
$113K - $134K
16.8K $8.7M
May 12, 2023 Q1 2023
Uss Investment Management LTD

BUY
 -
348
+ 0.5%
$113K - $133K
70.5K $36.6M

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