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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-24- 2.8% |
$10K - $11K
|
833
$438K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-25- 0.26% |
$10.5K - $11.5K
|
9.56K
$5.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-25- 3.1% |
$10.5K - $11.5K
|
781
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 7.72% |
$10.5K - $11.5K
|
299
$157K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 0.14% |
$10.5K - $11.5K
|
17.5K
$9.17M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 6.13% |
$10.5K - $11.5K
|
383
$201K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 2.5% |
$10.5K - $11.5K
|
977
$513K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-26- 3.52% |
$10.9K - $12K
|
712
$374K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-27- 5.52% |
$11.3K - $12.4K
|
462
$243K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-28- 0.62% |
$11.7K - $12.9K
|
4.5K
$2.37M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 11.48% |
$11.7K - $12.9K
|
216
$113K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.61% |
$11.7K - $12.9K
|
1.71K
$899K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-29- 5.36% |
$12.1K - $13.3K
|
512
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-29- 0.7% |
$12.1K - $13.3K
|
4.11K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.9% |
$12.1K - $13.3K
|
3.19K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-30- 2.58% |
$12.6K - $13.8K
|
1.13K
$595K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-30- 3.97% |
$12.6K - $13.8K
|
725
$381K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 58.82% |
$12.6K - $13.8K
|
21
$11K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-30- 1.68% |
$12.6K - $13.8K
|
1.76K
$925K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-31- 3.62% |
$13K - $14.3K
|
826
$434K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-31- 2.14% |
$13K - $14.3K
|
1.42K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-31- 1.45% |
$13K - $14.3K
|
2.11K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-32- 3.69% |
$13.4K - $14.7K
|
836
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-32- 1.58% |
$13.4K - $14.7K
|
1.99K
$1.05M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-32- 4.14% |
$13.4K - $14.7K
|
741
$389K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-32- 4.14% |
$13.4K - $14.7K
|
741
$389K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-33- 24.81% |
$13.8K - $15.2K
|
100
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-34- 3.49% |
$14.2K - $15.6K
|
939
$493K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-34- 6.17% |
$14.2K - $15.6K
|
517
$272K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 60.0% |
$15.1K - $16.5K
|
24
$12.6K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 18.41% |
$15.5K - $17K
|
164
$86.2K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-37- 0.13% |
$15.5K - $17K
|
27.4K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-37- 5.35% |
$15.5K - $17K
|
654
$344K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 1.14% |
$15.5K - $17K
|
3.22K
$1.69M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-37- 3.84% |
$15.5K - $17K
|
927
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-38- 4.15% |
$15.9K - $17.5K
|
878
$461K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-38- 5.89% |
$15.9K - $17.5K
|
607
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-38- 2.29% |
$15.9K - $17.5K
|
1.63K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-38- 0.2% |
$15.9K - $17.5K
|
18.6K
$9.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-39- 2.16% |
$16.3K - $17.9K
|
1.77K
$929K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-39- 1.36% |
$16.3K - $17.9K
|
2.84K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-40- 8.46% |
$16.7K - $18.4K
|
433
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-40- 0.5% |
$16.7K - $18.4K
|
7.98K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-41- 0.96% |
$17.2K - $18.8K
|
4.22K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-42- 1.91% |
$17.6K - $19.3K
|
2.15K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-42- 0.61% |
$17.6K - $19.3K
|
6.86K
$3.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-43- 2.98% |
$18K - $19.8K
|
1.4K
$735K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 6.52% |
$18K - $19.8K
|
617
$324K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-43- 0.63% |
$18K - $19.8K
|
6.81K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-45- 7.75% |
$18.8K - $20.7K
|
536
$282K
|