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 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
700+ 16.29% |
$293K - $322K
|
5K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
691New |
$289K - $318K
|
691
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
686New |
$287K - $315K
|
686
$353K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
677+ 4.17% |
$283K - $311K
|
16.9K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
674+ 6.69% |
$282K - $310K
|
10.7K
$5.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
667+ 2.22% |
$279K - $307K
|
30.7K
$15.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
666+ 87.4% |
$279K - $306K
|
1.43K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
664+ 10.81% |
$278K - $305K
|
6.8K
$3.5M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
660New |
$276K - $303K
|
660
$340K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
658+ 2.53% |
$275K - $302K
|
26.6K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
655+ 0.56% |
$274K - $301K
|
118K
$60.7M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
655New |
$274K - $301K
|
655
$337K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
646New |
$270K - $297K
|
646
$332K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
640New |
$268K - $294K
|
640
$329K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
637+ 4.27% |
$267K - $293K
|
15.5K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
633+ 13.98% |
$265K - $291K
|
5.16K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
623+ 44.85% |
$261K - $286K
|
2.01K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
619+ 91.3% |
$259K - $285K
|
1.3K
$667K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
618+ 12.24% |
$259K - $284K
|
5.67K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
618+ 2.3% |
$259K - $284K
|
27.5K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
616+ 3.35% |
$258K - $283K
|
19K
$9.77M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
616+ 2.93% |
$258K - $283K
|
21.7K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
614+ 33.1% |
$257K - $282K
|
2.47K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
610+ 5.36% |
$255K - $280K
|
12K
$6.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
597+ 2.9% |
$250K - $274K
|
21.2K
$10.9M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
589+ 81.81% |
$246K - $271K
|
1.31K
$673K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
587+ 3.18% |
$246K - $270K
|
19K
$9.79M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
585+ 22.64% |
$245K - $269K
|
3.17K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
581New |
$243K - $267K
|
581
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
578New |
$242K - $266K
|
578
$297K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
567+ 72.97% |
$237K - $261K
|
1.34K
$691K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
564+ 31.13% |
$236K - $259K
|
2.38K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
564New |
$236K - $259K
|
564
$290K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
554+ 28.78% |
$232K - $255K
|
2.48K
$1.28M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
553New |
$231K - $254K
|
553
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
552New |
$231K - $254K
|
552
$284K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
539+ 16.99% |
$226K - $248K
|
3.71K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
537+ 10.48% |
$225K - $247K
|
5.66K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
537New |
$225K - $247K
|
537
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
536+ 92.1% |
$224K - $246K
|
1.12K
$575K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
535New |
$224K - $246K
|
535
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
533+ 114.13% |
$223K - $245K
|
1K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
533+ 40.08% |
$223K - $245K
|
1.86K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
531New |
$222K - $244K
|
531
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
521+ 44.38% |
$218K - $240K
|
1.7K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
521+ 2.44% |
$218K - $240K
|
21.9K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
519New |
$217K - $239K
|
519
$267K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
518+ 0.89% |
$217K - $238K
|
58.9K
$30.3M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
514+ 11.66% |
$215K - $236K
|
4.92K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
511New |
$214K - $235K
|
511
$263K
|