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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
268+ 14.02% |
$112K - $123K
|
2.18K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
267+ 27.08% |
$112K - $123K
|
1.25K
$658K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
265+ 52.58% |
$111K - $122K
|
769
$404K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
264+ 6.06% |
$110K - $121K
|
4.62K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
262+ 3.11% |
$110K - $120K
|
8.68K
$4.56M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
261+ 11.42% |
$109K - $120K
|
2.55K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
261+ 5.48% |
$109K - $120K
|
5.03K
$2.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
255+ 2.4% |
$107K - $117K
|
10.9K
$5.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
255+ 23.94% |
$107K - $117K
|
1.32K
$693K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
253+ 2.76% |
$106K - $116K
|
9.41K
$4.95M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
251+ 36.59% |
$105K - $115K
|
937
$492K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
250+ 26.65% |
$105K - $115K
|
1.19K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
248+ 9.71% |
$104K - $114K
|
2.8K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
247+ 2.25% |
$103K - $114K
|
11.2K
$5.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
243+ 43.47% |
$102K - $112K
|
802
$421K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
238+ 18.22% |
$99.6K - $109K
|
1.54K
$811K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
237+ 1.94% |
$99.2K - $109K
|
12.4K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
236+ 1.65% |
$98.8K - $108K
|
14.5K
$7.63M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
234+ 4.75% |
$97.9K - $108K
|
5.16K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
233+ 11.41% |
$97.5K - $107K
|
2.28K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
228+ 15.93% |
$95.4K - $105K
|
1.66K
$872K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
225+ 0.97% |
$94.2K - $103K
|
23.4K
$12.3M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
220+ 4.11% |
$92.1K - $101K
|
5.58K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
217+ 5.27% |
$90.8K - $99.8K
|
4.34K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
213+ 17.37% |
$89.1K - $97.9K
|
1.44K
$756K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
213+ 11.61% |
$89.1K - $97.9K
|
2.05K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
213+ 7.43% |
$89.1K - $97.9K
|
3.08K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
211+ 1.12% |
$88.3K - $97K
|
19.1K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
209+ 36.22% |
$87.5K - $96.1K
|
786
$413K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
207+ 24.82% |
$86.6K - $95.2K
|
1.04K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
205+ 15.12% |
$85.8K - $94.2K
|
1.56K
$820K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
203+ 5.33% |
$85K - $93.3K
|
4.01K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.44% |
$84.5K - $92.9K
|
46K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
200New |
$83.7K - $91.9K
|
200
$105K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
199+ 5.71% |
$83.3K - $91.5K
|
3.69K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
198+ 10.18% |
$82.9K - $91K
|
2.14K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 16.85% |
$82K - $90.1K
|
1.36K
$714K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
193+ 18.87% |
$80.8K - $88.7K
|
1.22K
$639K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
192+ 9.76% |
$80.3K - $88.3K
|
2.16K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 22.47% |
$79.1K - $86.9K
|
1.03K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
188+ 10.48% |
$78.7K - $86.4K
|
1.98K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
188New |
$78.7K - $86.4K
|
188
$98.8K
|
|
|
May 03, 2024
Q1 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
186+ 1.31% |
$77.8K - $85.5K
|
14.4K
$7.54M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 79.83% |
$77.8K - $85.5K
|
419
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
185+ 14.11% |
$77.4K - $85K
|
1.5K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
182+ 118.95% |
$76.2K - $83.7K
|
335
$176K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 5.04% |
$75.7K - $83.2K
|
3.78K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
181+ 4.5% |
$75.7K - $83.2K
|
4.2K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
181+ 2.99% |
$75.7K - $83.2K
|
6.23K
$3.27M
|