Purchases and Sales Made in Q1 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 2023. 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 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
595New |
$193K - $228K
|
595
$310K
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
593New |
$193K - $227K
|
593
$309K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
590+ 23.06% |
$192K - $226K
|
3.15K
$1.64M
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
588+ 39.2% |
$191K - $225K
|
2.09K
$1.09M
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
585New |
$190K - $224K
|
585
$305K
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
579+ 1.66% |
$188K - $222K
|
35.5K
$18.5M
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
563+ 10.43% |
$183K - $216K
|
5.96K
$3.11M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
557+ 0.0% |
$181K - $213K
|
28.6M
$14.9B
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
555+ 44.54% |
$180K - $213K
|
1.8K
$939K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
547+ 2.49% |
$178K - $210K
|
22.5K
$11.8M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
545+ 12.5% |
$177K - $209K
|
4.91K
$2.56M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
542+ 0.39% |
$176K - $208K
|
138K
$72M
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
540+ 0.55% |
$175K - $207K
|
98.5K
$51.4M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
536+ 6.05% |
$174K - $205K
|
9.39K
$4.9M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
529+ 7.26% |
$172K - $203K
|
7.82K
$4.08M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
516+ 72.47% |
$168K - $198K
|
1.23K
$640K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
505+ 7.66% |
$164K - $193K
|
7.1K
$3.7M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
503+ 73.65% |
$163K - $193K
|
1.19K
$618K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
502+ 113.32% |
$163K - $192K
|
945
$493K
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
500+ 5.0% |
$162K - $192K
|
10.5K
$5.47M
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
497+ 0.28% |
$161K - $190K
|
179K
$93.4M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
483+ 30.73% |
$157K - $185K
|
2.06K
$1.07M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
480+ 10.73% |
$156K - $184K
|
4.95K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
477+ 3.35% |
$155K - $183K
|
14.7K
$7.67M
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
474+ 23700.0% |
$154K - $182K
|
476
$248K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
467+ 41.62% |
$152K - $179K
|
1.59K
$829K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
466+ 36.1% |
$151K - $179K
|
1.76K
$916K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
461New |
$150K - $177K
|
461
$240K
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
458+ 0.26% |
$149K - $175K
|
176K
$91.6M
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
457+ 37.52% |
$148K - $175K
|
1.68K
$873K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
452+ 0.27% |
$147K - $173K
|
169K
$88M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
447+ 0.63% |
$145K - $171K
|
71.9K
$37.5M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
446+ 5.85% |
$145K - $171K
|
8.08K
$4.21M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
438+ 14.62% |
$142K - $168K
|
3.43K
$1.79M
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
423+ 2.93% |
$137K - $162K
|
14.9K
$7.75M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
422New |
$137K - $162K
|
422
$220K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
420+ 4.06% |
$136K - $161K
|
10.8K
$5.61M
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
417New |
$135K - $160K
|
417
$217K
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
415+ 2.89% |
$135K - $159K
|
14.8K
$7.69M
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
405+ 2.08% |
$132K - $155K
|
19.8K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 8.52% |
$132K - $155K
|
5.16K
$2.69M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
400New |
$130K - $153K
|
400
$209K
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
399+ 12.95% |
$130K - $153K
|
3.48K
$1.82M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
390+ 16.94% |
$127K - $149K
|
2.69K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
383+ 17.58% |
$124K - $147K
|
2.56K
$1.34M
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
363New |
$118K - $139K
|
363
$189K
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
357+ 1.13% |
$116K - $137K
|
31.9K
$16.6M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
353+ 25.41% |
$115K - $135K
|
1.74K
$908K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
349+ 2.12% |
$113K - $134K
|
16.8K
$8.76M
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
349+ 2.12% |
$113K - $134K
|
16.8K
$8.76M
|