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 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 7.13% |
$24.3K - $26.7K
|
872
$436K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
58+ 2.53% |
$24.3K - $26.7K
|
2.36K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
57+ 6.35% |
$23.9K - $26.2K
|
954
$477K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
57+ 6.49% |
$23.9K - $26.2K
|
935
$468K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
56+ 0.25% |
$23.4K - $25.7K
|
22.4K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
55+ 33.13% |
$23K - $25.3K
|
221
$111K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
55+ 1.94% |
$23K - $25.3K
|
2.89K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 150.0% |
$22.6K - $24.8K
|
90
$45K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
53+ 4.69% |
$22.2K - $24.4K
|
1.18K
$592K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$22.2K - $24.4K
|
53
$26.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
53+ 3.76% |
$22.2K - $24.4K
|
1.46K
$732K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
52+ 6.4% |
$21.8K - $23.9K
|
864
$432K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
52+ 0.75% |
$21.8K - $23.9K
|
7.02K
$3.51M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52+ 0.98% |
$21.8K - $23.9K
|
5.38K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
51+ 4.59% |
$21.3K - $23.4K
|
1.16K
$581K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
51+ 6.91% |
$21.3K - $23.4K
|
789
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
49+ 18.35% |
$20.5K - $22.5K
|
316
$158K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 16.9% |
$20.1K - $22.1K
|
332
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 23.65% |
$20.1K - $22.1K
|
251
$126K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
48+ 8.82% |
$20.1K - $22.1K
|
592
$296K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
48+ 0.83% |
$20.1K - $22.1K
|
5.82K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 7.11% |
$19.3K - $21.1K
|
693
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 6.7% |
$18.8K - $20.7K
|
717
$359K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
45+ 2.48% |
$18.8K - $20.7K
|
1.86K
$932K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 4400.0% |
$18.4K - $20.2K
|
45
$22.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
42New |
$17.6K - $19.3K
|
42
$21K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
42+ 1.14% |
$17.6K - $19.3K
|
3.72K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
40+ 25.81% |
$16.7K - $18.4K
|
195
$97.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 1.93% |
$16.7K - $18.4K
|
2.11K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 2.63% |
$16.7K - $18.4K
|
1.56K
$782K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
39+ 1.83% |
$16.3K - $17.9K
|
2.17K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39+ 2.13% |
$16.3K - $17.9K
|
1.87K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
39New |
$16.3K - $17.9K
|
39
$19.5K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38New |
$15.9K - $17.5K
|
38
$19K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
38+ 0.85% |
$15.9K - $17.5K
|
4.51K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
37+ 6.64% |
$15.5K - $17K
|
594
$297K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 1.41% |
$14.2K - $15.6K
|
2.44K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 4.54% |
$13.8K - $15.2K
|
760
$380K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
32+ 1.64% |
$13.4K - $14.7K
|
1.99K
$994K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
32+ 5.24% |
$13.4K - $14.7K
|
643
$322K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
31+ 6.3% |
$13K - $14.3K
|
523
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
30+ 3.32% |
$12.6K - $13.8K
|
934
$467K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
30+ 4.01% |
$12.6K - $13.8K
|
779
$390K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 0.98% |
$12.6K - $13.8K
|
3.08K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$12.6K - $13.8K
|
30
$15K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 2.73% |
$12.6K - $13.8K
|
1.13K
$566K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
29+ 1.68% |
$12.1K - $13.3K
|
1.76K
$879K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
29+ 5.57% |
$12.1K - $13.3K
|
550
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
28+ 1.87% |
$11.7K - $12.9K
|
1.52K
$763K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 2.33% |
$11.7K - $12.9K
|
1.23K
$615K
|