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 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
102+ 11.76% |
$42.7K - $46.9K
|
969
$523K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
101+ 2.63% |
$42.3K - $46.4K
|
3.94K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
100+ 20.33% |
$41.8K - $46K
|
592
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
98+ 3.15% |
$41K - $45.1K
|
3.21K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96+ 738.46% |
$40.2K - $44.1K
|
109
$58.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
96+ 7.8% |
$40.2K - $44.1K
|
1.33K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
95New |
$39.8K - $43.7K
|
95
$51.3K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
95+ 2.3% |
$39.8K - $43.7K
|
4.23K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 2.41% |
$39.3K - $43.2K
|
3.99K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
94+ 18.58% |
$39.3K - $43.2K
|
600
$324K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
93+ 1.78% |
$38.9K - $42.8K
|
5.31K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92New |
$38.5K - $42.3K
|
92
$49.7K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
91New |
$38.1K - $41.8K
|
91
$49.1K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
91+ 26.53% |
$38.1K - $41.8K
|
434
$234K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
89+ 5.51% |
$37.2K - $40.9K
|
1.7K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
88+ 3.51% |
$36.8K - $40.5K
|
2.59K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
88New |
$36.8K - $40.5K
|
88
$47.5K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
88+ 9.21% |
$36.8K - $40.5K
|
1.04K
$563K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
88+ 17.6% |
$36.8K - $40.5K
|
588
$317K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
88+ 183.33% |
$36.8K - $40.5K
|
136
$73.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
87+ 4.72% |
$36.4K - $40K
|
1.93K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87+ 0.86% |
$36.4K - $40K
|
10.2K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 21.45% |
$36K - $39.5K
|
487
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
83+ 2.7% |
$34.7K - $38.2K
|
3.15K
$1.7M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
83+ 1.12% |
$34.7K - $38.2K
|
7.47K
$4.03M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
82+ 5.11% |
$34.3K - $37.7K
|
1.69K
$910K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
80+ 0.55% |
$33.5K - $36.8K
|
14.5K
$7.85M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
79+ 4.91% |
$33.1K - $36.3K
|
1.69K
$911K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
77+ 15.31% |
$32.2K - $35.4K
|
580
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 0.8% |
$31.4K - $34.5K
|
9.46K
$5.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
75+ 14.56% |
$31.4K - $34.5K
|
590
$318K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 5.37% |
$31.4K - $34.5K
|
1.47K
$794K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
73+ 4.15% |
$30.5K - $33.6K
|
1.83K
$988K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
73+ 7.09% |
$30.5K - $33.6K
|
1.1K
$595K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
72+ 7.21% |
$30.1K - $33.1K
|
1.07K
$578K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
72+ 2.92% |
$30.1K - $33.1K
|
2.54K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
71+ 7.24% |
$29.7K - $32.6K
|
1.05K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
70New |
$29.3K - $32.2K
|
70
$37.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
69+ 18.85% |
$28.9K - $31.7K
|
435
$235K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
69+ 13.27% |
$28.9K - $31.7K
|
589
$318K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
69+ 0.76% |
$28.9K - $31.7K
|
9.19K
$4.96M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
69New |
$28.9K - $31.7K
|
69
$37.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
67+ 46.53% |
$28K - $30.8K
|
211
$114K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
66+ 11.85% |
$27.6K - $30.3K
|
623
$336K
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
64New |
$26.8K - $29.4K
|
64
$34.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63+ 4.64% |
$26.4K - $29K
|
1.42K
$767K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
63+ 10.19% |
$26.4K - $29K
|
681
$368K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
62+ 2.46% |
$25.9K - $28.5K
|
2.58K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
62+ 13.57% |
$25.9K - $28.5K
|
519
$280K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 16.67% |
$25.9K - $28.5K
|
434
$234K
|