Purchases and Sales Made in Q1 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
509+ 77.24% |
$213K - $234K
|
1.17K
$601K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
508+ 1.36% |
$213K - $234K
|
37.9K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
506New |
$212K - $233K
|
506
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
506New |
$212K - $233K
|
506
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
504New |
$211K - $232K
|
504
$259K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
494New |
$207K - $227K
|
494
$254K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
492+ 7.88% |
$206K - $226K
|
6.74K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
490+ 32.95% |
$205K - $225K
|
1.98K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
490+ 32.03% |
$205K - $225K
|
2.02K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
487New |
$204K - $224K
|
487
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
486New |
$203K - $223K
|
486
$250K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
486New |
$203K - $223K
|
486
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
485+ 27.92% |
$203K - $223K
|
2.22K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
483New |
$202K - $222K
|
483
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
482New |
$202K - $222K
|
482
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
482New |
$202K - $222K
|
482
$248K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
479New |
$200K - $220K
|
479
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
474New |
$198K - $218K
|
474
$244K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
474New |
$198K - $218K
|
474
$244K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
473+ 0.1% |
$198K - $217K
|
497K
$256M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
470+ 22.13% |
$197K - $216K
|
2.59K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
462+ 4.46% |
$193K - $212K
|
10.8K
$5.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
456+ 15.14% |
$191K - $210K
|
3.47K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
452+ 0.84% |
$189K - $208K
|
54.2K
$27.9M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
449+ 70.05% |
$188K - $206K
|
1.09K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
442+ 21.01% |
$185K - $203K
|
2.55K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
440+ 19.29% |
$184K - $202K
|
2.72K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
438+ 22.08% |
$183K - $201K
|
2.42K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
433+ 1.93% |
$181K - $199K
|
22.9K
$11.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
431+ 4.04% |
$180K - $198K
|
11.1K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
431+ 1.73% |
$180K - $198K
|
25.3K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
428+ 7.45% |
$179K - $197K
|
6.17K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
427+ 11.67% |
$179K - $196K
|
4.09K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
421+ 6.69% |
$176K - $194K
|
6.71K
$3.45M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
420+ 9.11% |
$176K - $193K
|
5.03K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
419New |
$175K - $193K
|
419
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
417+ 2.24% |
$175K - $192K
|
19K
$9.78M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
413+ 2.82% |
$173K - $190K
|
15.1K
$7.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
410+ 3.52% |
$172K - $188K
|
12.1K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
399New |
$167K - $183K
|
399
$205K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
395+ 3.18% |
$165K - $182K
|
12.8K
$6.58M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
394+ 1.52% |
$165K - $181K
|
26.4K
$13.6M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
390+ 2.2% |
$163K - $179K
|
18.1K
$9.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
386+ 4.74% |
$162K - $177K
|
8.53K
$4.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
386+ 11.29% |
$162K - $177K
|
3.8K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
383+ 54.71% |
$160K - $176K
|
1.08K
$557K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
382+ 7.94% |
$160K - $176K
|
5.19K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
378+ 3.9% |
$158K - $174K
|
10.1K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
378+ 3.63% |
$158K - $174K
|
10.8K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
378+ 0.18% |
$158K - $174K
|
213K
$110M
|