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
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 4.3% |
$75.3K - $82.7K
|
4.37K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
180+ 0.57% |
$75.3K - $82.7K
|
31.5K
$16.6M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
180+ 0.57% |
$75.3K - $82.7K
|
31.5K
$16.6M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
179+ 0.95% |
$74.9K - $82.3K
|
19K
$9.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
178+ 3560.0% |
$74.5K - $81.8K
|
183
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
177+ 8.34% |
$74.1K - $81.4K
|
2.3K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
175New |
$73.2K - $80.5K
|
175
$91.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
174+ 17.61% |
$72.8K - $80K
|
1.16K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
172+ 32.45% |
$72K - $79.1K
|
702
$369K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
171+ 2.29% |
$71.6K - $78.6K
|
7.64K
$4.01M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
170+ 4.92% |
$71.1K - $78.2K
|
3.62K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
170+ 0.4% |
$71.1K - $78.2K
|
42.3K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
169+ 0.17% |
$70.7K - $77.7K
|
101K
$53.2M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
168+ 18.79% |
$70.3K - $77.2K
|
1.06K
$558K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162+ 35.45% |
$67.8K - $74.5K
|
619
$325K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
152+ 2.79% |
$63.6K - $69.9K
|
5.6K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
148New |
$61.9K - $68K
|
148
$77.8K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
148+ 3.66% |
$61.9K - $68K
|
4.2K
$2.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.3% |
$61.5K - $67.6K
|
48.4K
$25.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147+ 3.0% |
$61.5K - $67.6K
|
5.04K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
145+ 16.08% |
$60.7K - $66.7K
|
1.05K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
144+ 7.5% |
$60.3K - $66.2K
|
2.06K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
144+ 0.73% |
$60.3K - $66.2K
|
19.8K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
142+ 38.69% |
$59.4K - $65.3K
|
509
$267K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
141+ 3.22% |
$59K - $64.8K
|
4.52K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
138+ 2.16% |
$57.8K - $63.4K
|
6.52K
$3.43M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
137+ 12.9% |
$57.3K - $63K
|
1.2K
$630K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
137+ 8.94% |
$57.3K - $63K
|
1.67K
$877K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
136+ 10.3% |
$56.9K - $62.5K
|
1.46K
$765K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
134+ 23.72% |
$56.1K - $61.6K
|
699
$367K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
134+ 7.48% |
$56.1K - $61.6K
|
1.93K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
134+ 0.5% |
$56.1K - $61.6K
|
27.1K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
134+ 5.97% |
$56.1K - $61.6K
|
2.38K
$1.25M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
133+ 2.61% |
$55.7K - $61.1K
|
5.23K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
128+ 3.0% |
$53.6K - $58.8K
|
4.39K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
127+ 2.66% |
$53.1K - $58.4K
|
4.9K
$2.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 11.93% |
$51.1K - $56.1K
|
1.15K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
122+ 3.54% |
$51.1K - $56.1K
|
3.57K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
122+ 6.32% |
$51.1K - $56.1K
|
2.05K
$1.08M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
121+ 4.37% |
$50.6K - $55.6K
|
2.89K
$1.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 0.89% |
$50.2K - $55.2K
|
13.5K
$7.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
120+ 24.74% |
$50.2K - $55.2K
|
605
$318K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
120+ 8.28% |
$50.2K - $55.2K
|
1.57K
$824K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117New |
$49K - $53.8K
|
117
$61.5K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 8.55% |
$49K - $53.8K
|
1.49K
$781K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
117+ 3.37% |
$49K - $53.8K
|
3.59K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
115+ 6.26% |
$48.1K - $52.9K
|
1.95K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
114+ 0.63% |
$47.7K - $52.4K
|
18.1K
$9.52M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 2.45% |
$47.7K - $52.4K
|
4.77K
$2.51M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
112+ 23.19% |
$46.9K - $51.5K
|
595
$313K
|