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 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 3.95% |
$11.3K - $12.4K
|
710
$355K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
27+ 2.53% |
$11.3K - $12.4K
|
1.09K
$548K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
27+ 3.79% |
$11.3K - $12.4K
|
740
$370K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
27+ 4.66% |
$11.3K - $12.4K
|
607
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 3.52% |
$10.9K - $12K
|
765
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
26+ 0.64% |
$10.9K - $12K
|
4.06K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.99% |
$10.5K - $11.5K
|
2.56K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
25+ 0.66% |
$10.5K - $11.5K
|
3.81K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25New |
$10.5K - $11.5K
|
25
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.62% |
$10.5K - $11.5K
|
4.03K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25New |
$10.5K - $11.5K
|
25
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
25+ 7.23% |
$10.5K - $11.5K
|
371
$186K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
24+ 9.6% |
$10K - $11K
|
274
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 0.18% |
$10K - $11K
|
13.1K
$6.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 1.74% |
$10K - $11K
|
1.41K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.33% |
$10K - $11K
|
7.24K
$3.63M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 1.74% |
$10K - $11K
|
1.41K
$704K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
23+ 13.07% |
$9.63K - $10.6K
|
199
$99.6K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
23+ 2.95% |
$9.63K - $10.6K
|
803
$402K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.55% |
$9.63K - $10.6K
|
4.19K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
23+ 3.65% |
$9.63K - $10.6K
|
654
$327K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
23+ 3.07% |
$9.63K - $10.6K
|
772
$386K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
22+ 0.63% |
$9.21K - $10.1K
|
3.52K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
22+ 0.32% |
$9.21K - $10.1K
|
6.97K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 3.08% |
$9.21K - $10.1K
|
736
$368K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 0.3% |
$9.21K - $10.1K
|
7.31K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
21+ 5.29% |
$8.79K - $9.65K
|
418
$209K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21+ 1.89% |
$8.79K - $9.65K
|
1.13K
$567K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 200.0% |
$8.37K - $9.19K
|
30
$15K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
20+ 4.28% |
$8.37K - $9.19K
|
487
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
19+ 2.47% |
$7.95K - $8.73K
|
789
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.76% |
$7.95K - $8.73K
|
2.51K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19+ 0.99% |
$7.95K - $8.73K
|
1.93K
$968K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19+ 3.89% |
$7.95K - $8.73K
|
508
$254K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19+ 1.06% |
$7.95K - $8.73K
|
1.81K
$906K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18+ 2.84% |
$7.53K - $8.27K
|
651
$326K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
18+ 1.73% |
$7.53K - $8.27K
|
1.06K
$531K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.62% |
$7.53K - $8.27K
|
2.93K
$1.46M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 200.0% |
$7.53K - $8.27K
|
27
$13.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 141.67% |
$7.11K - $7.82K
|
29
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
17+ 0.0% |
$7.11K - $7.82K
|
520K
$260M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 2.36% |
$6.7K - $7.36K
|
693
$347K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
16+ 3.52% |
$6.7K - $7.36K
|
470
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.62% |
$6.28K - $6.9K
|
588
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 1.5% |
$6.28K - $6.9K
|
1.01K
$507K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.55% |
$6.28K - $6.9K
|
981
$491K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$6.28K - $6.9K
|
22
$11K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 1.47% |
$6.28K - $6.9K
|
1.04K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
15New |
$6.28K - $6.9K
|
15
$7.51K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15+ 0.88% |
$6.28K - $6.9K
|
1.72K
$858K
|