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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-1- 1.05% |
$418 - $460
|
94
$47K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.16% |
$418 - $460
|
636
$318K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.1% |
$418 - $460
|
953
$477K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 14.29% |
$837 - $919
|
12
$6.01K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2- 3.39% |
$837 - $919
|
57
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.13% |
$837 - $919
|
1.54K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3- 0.62% |
$1.26K - $1.38K
|
482
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.26K - $1.38K
|
4.39K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3- 0.69% |
$1.26K - $1.38K
|
434
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.59% |
$1.26K - $1.38K
|
508
$254K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 50.0% |
$1.26K - $1.38K
|
3
$1.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 1.36% |
$1.67K - $1.84K
|
290
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.67K - $1.84K
|
1.14K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-4- 0.44% |
$1.67K - $1.84K
|
900
$450K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.7% |
$1.67K - $1.84K
|
570
$285K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 0.18% |
$1.67K - $1.84K
|
2.16K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 17.39% |
$1.67K - $1.84K
|
19
$9.51K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5- 0.34% |
$2.09K - $2.3K
|
1.46K
$732K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.17% |
$2.09K - $2.3K
|
2.96K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5- 0.94% |
$2.09K - $2.3K
|
528
$264K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 0.38% |
$2.09K - $2.3K
|
1.31K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5- 0.66% |
$2.09K - $2.3K
|
756
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6- 4.92% |
$2.51K - $2.76K
|
116
$58.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-6- 1.18% |
$2.51K - $2.76K
|
504
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6- 1.24% |
$2.51K - $2.76K
|
477
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6- 15.0% |
$2.51K - $2.76K
|
34
$17K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-6- 1.17% |
$2.51K - $2.76K
|
508
$254K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 1.87% |
$2.51K - $2.76K
|
315
$158K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 42.86% |
$2.51K - $2.76K
|
8
$4K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7- 0.48% |
$2.93K - $3.22K
|
1.45K
$725K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7- 0.59% |
$2.93K - $3.22K
|
1.17K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.41% |
$2.93K - $3.22K
|
1.68K
$841K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-7- 0.93% |
$2.93K - $3.22K
|
742
$371K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7- 0.76% |
$2.93K - $3.22K
|
910
$455K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7- 50.0% |
$2.93K - $3.22K
|
7
$3.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7- 35.0% |
$2.93K - $3.22K
|
13
$6.51K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-8- 1.14% |
$3.35K - $3.68K
|
694
$347K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-8- 0.22% |
$3.35K - $3.68K
|
3.58K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8- 0.9% |
$3.35K - $3.68K
|
885
$443K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-8- 0.71% |
$3.35K - $3.68K
|
1.13K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-8- 0.13% |
$3.35K - $3.68K
|
6.37K
$3.19M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-8- 6.78% |
$3.35K - $3.68K
|
110
$55.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 23.08% |
$3.77K - $4.14K
|
30
$15K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 1.21% |
$3.77K - $4.14K
|
736
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-9- 8.74% |
$3.77K - $4.14K
|
94
$47K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 8.74% |
$3.77K - $4.14K
|
94
$47K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9- 0.77% |
$3.77K - $4.14K
|
1.16K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9- 1.62% |
$3.77K - $4.14K
|
547
$274K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-9- 0.1% |
$3.77K - $4.14K
|
9.21K
$4.61M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9- 0.48% |
$3.77K - $4.14K
|
1.86K
$928K
|