Purchases and Sales Made in Q1 2023 in Spire Inc (SR)
This table provides information about the institutional ownership of Spire Inc (SR) during Q1 2023. The information is specifically focused on institutions that hold shares of SPIRE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
270New |
$17.9K - $20.4K
|
270
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
222+ 3.54% |
$14.8K - $16.8K
|
6.5K
$471K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 27.81% |
$11.5K - $13.1K
|
795
$57.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
134+ 0.57% |
$8.91K - $10.1K
|
23.5K
$1.7M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$6.65K - $7.56K
|
100
$7.26K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.65K - $7.56K
|
100
$7.26K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$6.65K - $7.56K
|
100
$7.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90+ 9.44% |
$5.98K - $6.8K
|
1.04K
$75.7K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
80+ 2.64% |
$5.32K - $6.05K
|
3.11K
$226K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
79+ 0.86% |
$5.25K - $5.97K
|
9.27K
$673K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
67+ 31.9% |
$4.45K - $5.06K
|
277
$20.1K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
63New |
$4.19K - $4.76K
|
63
$4.57K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63+ 0.73% |
$4.19K - $4.76K
|
8.66K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
58+ 0.72% |
$3.86K - $4.38K
|
8.12K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 8.69% |
$3.66K - $4.16K
|
688
$49.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 14.1% |
$3.66K - $4.16K
|
445
$32.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 20.34% |
$3.19K - $3.63K
|
284
$20.6K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
45+ 0.83% |
$2.99K - $3.4K
|
5.5K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 125.71% |
$2.93K - $3.33K
|
79
$5.73K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 3.87% |
$2.39K - $2.72K
|
966
$70.1K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 5.56% |
$2.13K - $2.42K
|
608
$44.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 3.52% |
$1.93K - $2.19K
|
852
$61.8K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
24+ 15.0% |
$1.6K - $1.81K
|
184
$13.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 40.68% |
$1.6K - $1.81K
|
83
$6.02K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 440.0% |
$1.46K - $1.66K
|
27
$1.96K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22+ 0.46% |
$1.46K - $1.66K
|
4.84K
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 5.38% |
$798 - $907
|
235
$17K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.27% |
$598 - $680
|
3.4K
$247K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8New |
$532 - $605
|
8
$580
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 7.04% |
$332 - $378
|
76
$5.51K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 25.0% |
$266 - $302
|
20
$1.45K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.2% |
$266 - $302
|
186
$13.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.3% |
$199 - $227
|
234
$17K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$199 - $227
|
33
$2.39K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 23.08% |
$199 - $227
|
16
$1.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.15% |
$66.5 - $75.6
|
88
$6.38K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$66.5 - $75.6
|
1
$72.6
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$66.5 - $75.6
|
9
$653
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.3% |
$66.5 - $75.6
|
78
$5.66K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.4% |
$66.5 - $75.6
|
249
$18.1K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5- 50.0% |
$332 - $378
|
5
$363
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.11% |
$332 - $378
|
445
$32.3K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-7- 0.12% |
$465 - $529
|
5.73K
$416K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8Closed |
$532 - $605
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 1.11% |
$665 - $756
|
890
$64.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-12- 0.06% |
$798 - $907
|
19.7K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 1.47% |
$997 - $1.13K
|
1K
$72.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-18- 37.5% |
$1.2K - $1.36K
|
30
$2.18K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 23.53% |
$1.33K - $1.51K
|
65
$4.72K
|