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 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
66+ 11.85% |
$27.6K - $30.3K
|
623
$327K
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
64New |
$26.8K - $29.4K
|
64
$33.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63+ 4.64% |
$26.4K - $29K
|
1.42K
$747K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
63+ 10.19% |
$26.4K - $29K
|
681
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
62+ 2.46% |
$25.9K - $28.5K
|
2.58K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
62+ 13.57% |
$25.9K - $28.5K
|
519
$273K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 16.67% |
$25.9K - $28.5K
|
434
$228K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.87% |
$25.1K - $27.6K
|
2.15K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
59+ 2.23% |
$24.7K - $27.1K
|
2.7K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 7.13% |
$24.3K - $26.7K
|
872
$458K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
58+ 2.53% |
$24.3K - $26.7K
|
2.36K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
57+ 6.35% |
$23.9K - $26.2K
|
954
$501K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
57+ 6.49% |
$23.9K - $26.2K
|
935
$491K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
56+ 0.25% |
$23.4K - $25.7K
|
22.4K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
55+ 33.13% |
$23K - $25.3K
|
221
$116K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
55+ 1.94% |
$23K - $25.3K
|
2.89K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 150.0% |
$22.6K - $24.8K
|
90
$47.3K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
53+ 4.69% |
$22.2K - $24.4K
|
1.18K
$622K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$22.2K - $24.4K
|
53
$27.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
53+ 3.76% |
$22.2K - $24.4K
|
1.46K
$768K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
52+ 6.4% |
$21.8K - $23.9K
|
864
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
52+ 0.75% |
$21.8K - $23.9K
|
7.02K
$3.69M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52+ 0.98% |
$21.8K - $23.9K
|
5.38K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
51+ 4.59% |
$21.3K - $23.4K
|
1.16K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
51+ 6.91% |
$21.3K - $23.4K
|
789
$415K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
49+ 18.35% |
$20.5K - $22.5K
|
316
$166K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 16.9% |
$20.1K - $22.1K
|
332
$174K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 23.65% |
$20.1K - $22.1K
|
251
$132K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
48+ 8.82% |
$20.1K - $22.1K
|
592
$311K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
48+ 0.83% |
$20.1K - $22.1K
|
5.82K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 7.11% |
$19.3K - $21.1K
|
693
$364K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 6.7% |
$18.8K - $20.7K
|
717
$377K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
45+ 2.48% |
$18.8K - $20.7K
|
1.86K
$979K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 4400.0% |
$18.4K - $20.2K
|
45
$23.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
42New |
$17.6K - $19.3K
|
42
$22.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
42+ 1.14% |
$17.6K - $19.3K
|
3.72K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
40+ 25.81% |
$16.7K - $18.4K
|
195
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 1.93% |
$16.7K - $18.4K
|
2.11K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 2.63% |
$16.7K - $18.4K
|
1.56K
$821K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
39+ 1.83% |
$16.3K - $17.9K
|
2.17K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39+ 2.13% |
$16.3K - $17.9K
|
1.87K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
39New |
$16.3K - $17.9K
|
39
$20.5K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38New |
$15.9K - $17.5K
|
38
$20K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
38+ 0.85% |
$15.9K - $17.5K
|
4.51K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
37+ 6.64% |
$15.5K - $17K
|
594
$312K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 1.41% |
$14.2K - $15.6K
|
2.44K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 4.54% |
$13.8K - $15.2K
|
760
$399K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
32+ 1.64% |
$13.4K - $14.7K
|
1.99K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
32+ 5.24% |
$13.4K - $14.7K
|
643
$338K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
31+ 6.3% |
$13K - $14.3K
|
523
$275K
|