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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 2.36% |
$6.7K - $7.36K
|
693
$364K
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
16+ 3.52% |
$6.7K - $7.36K
|
470
$247K
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.62% |
$6.28K - $6.9K
|
588
$309K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 1.5% |
$6.28K - $6.9K
|
1.01K
$532K
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.55% |
$6.28K - $6.9K
|
981
$515K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$6.28K - $6.9K
|
22
$11.6K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 1.47% |
$6.28K - $6.9K
|
1.04K
$545K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
15New |
$6.28K - $6.9K
|
15
$7.88K
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15+ 0.88% |
$6.28K - $6.9K
|
1.72K
$901K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 29.79% |
$5.86K - $6.44K
|
61
$32K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.45% |
$5.86K - $6.44K
|
3.1K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
14+ 1.14% |
$5.86K - $6.44K
|
1.24K
$653K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
14+ 1.22% |
$5.86K - $6.44K
|
1.17K
$613K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
14New |
$5.86K - $6.44K
|
14
$7.36K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
14+ 66.67% |
$5.86K - $6.44K
|
35
$18.4K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14+ 1.42% |
$5.86K - $6.44K
|
1K
$526K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 2.58% |
$5.86K - $6.44K
|
557
$293K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12+ 0.71% |
$5.02K - $5.52K
|
1.71K
$896K
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
12+ 0.62% |
$5.02K - $5.52K
|
1.95K
$1.03M
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
11+ 1.91% |
$4.6K - $5.06K
|
588
$309K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11+ 1.17% |
$4.6K - $5.06K
|
955
$502K
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
11+ 1.08% |
$4.6K - $5.06K
|
1.03K
$542K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$4.6K - $5.06K
|
3.52K
$1.85M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$4.18K - $4.6K
|
10
$5.25K
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
10+ 1.45% |
$4.18K - $4.6K
|
700
$368K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 0.35% |
$4.18K - $4.6K
|
2.9K
$1.53M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 1.01% |
$3.77K - $4.14K
|
900
$473K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.03% |
$3.77K - $4.14K
|
26.7K
$14M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
9+ 1.24% |
$3.77K - $4.14K
|
733
$385K
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9+ 0.38% |
$3.77K - $4.14K
|
2.37K
$1.24M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$3.35K - $3.68K
|
4.06K
$2.13M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.87% |
$3.35K - $3.68K
|
929
$488K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.35K - $3.68K
|
3.01K
$1.58M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 4.62% |
$3.35K - $3.68K
|
181
$95.1K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
8+ 0.99% |
$3.35K - $3.68K
|
818
$430K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 80.0% |
$3.35K - $3.68K
|
18
$9.46K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.35% |
$3.35K - $3.68K
|
2.31K
$1.21M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 20.0% |
$3.35K - $3.68K
|
48
$25.2K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 42.11% |
$3.35K - $3.68K
|
27
$14.2K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8New |
$3.35K - $3.68K
|
8
$4.2K
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.04% |
$3.35K - $3.68K
|
22.4K
$11.8M
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$452K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.93K - $3.22K
|
495
$260K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.68K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.68K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.68K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 8.54% |
$2.93K - $3.22K
|
89
$46.8K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 28.0% |
$2.93K - $3.22K
|
32
$16.8K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.61% |
$2.51K - $2.76K
|
992
$521K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
6+ 0.4% |
$2.51K - $2.76K
|
1.5K
$790K
|