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 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 29.79% |
$5.86K - $6.44K
|
61
$30.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.45% |
$5.86K - $6.44K
|
3.1K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
14+ 1.14% |
$5.86K - $6.44K
|
1.24K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
14+ 1.22% |
$5.86K - $6.44K
|
1.17K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
14New |
$5.86K - $6.44K
|
14
$7.01K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
14+ 66.67% |
$5.86K - $6.44K
|
35
$17.5K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14+ 1.42% |
$5.86K - $6.44K
|
1K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 2.58% |
$5.86K - $6.44K
|
557
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12+ 0.71% |
$5.02K - $5.52K
|
1.71K
$853K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
12+ 0.62% |
$5.02K - $5.52K
|
1.95K
$977K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
11+ 1.91% |
$4.6K - $5.06K
|
588
$294K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11+ 1.17% |
$4.6K - $5.06K
|
955
$478K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
11+ 1.08% |
$4.6K - $5.06K
|
1.03K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$4.6K - $5.06K
|
3.52K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$4.18K - $4.6K
|
10
$5.01K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
10+ 1.45% |
$4.18K - $4.6K
|
700
$350K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 0.35% |
$4.18K - $4.6K
|
2.9K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 1.01% |
$3.77K - $4.14K
|
900
$450K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.03% |
$3.77K - $4.14K
|
26.7K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
9+ 1.24% |
$3.77K - $4.14K
|
733
$367K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9+ 0.38% |
$3.77K - $4.14K
|
2.37K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$3.35K - $3.68K
|
4.06K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.87% |
$3.35K - $3.68K
|
929
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.35K - $3.68K
|
3.01K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 4.62% |
$3.35K - $3.68K
|
181
$90.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
8+ 0.99% |
$3.35K - $3.68K
|
818
$409K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 80.0% |
$3.35K - $3.68K
|
18
$9.01K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.35% |
$3.35K - $3.68K
|
2.31K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 20.0% |
$3.35K - $3.68K
|
48
$24K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 42.11% |
$3.35K - $3.68K
|
27
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8New |
$3.35K - $3.68K
|
8
$4K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.04% |
$3.35K - $3.68K
|
22.4K
$11.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$431K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.93K - $3.22K
|
495
$248K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.5K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.5K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.5K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 8.54% |
$2.93K - $3.22K
|
89
$44.5K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 28.0% |
$2.93K - $3.22K
|
32
$16K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.61% |
$2.51K - $2.76K
|
992
$497K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
6+ 0.4% |
$2.51K - $2.76K
|
1.5K
$752K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6+ 1.22% |
$2.51K - $2.76K
|
498
$249K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 0.57% |
$2.51K - $2.76K
|
1.06K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5New |
$2.09K - $2.3K
|
5
$2.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.21% |
$2.09K - $2.3K
|
2.37K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.71% |
$2.09K - $2.3K
|
706
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 7.94% |
$2.09K - $2.3K
|
68
$34K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.84% |
$2.09K - $2.3K
|
599
$300K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5+ 0.05% |
$2.09K - $2.3K
|
11.1K
$5.55M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 4.13% |
$2.09K - $2.3K
|
126
$63.1K
|