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 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
382+ 7.94% |
$160K - $176K
|
5.19K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
378+ 3.9% |
$158K - $174K
|
10.1K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
378+ 3.63% |
$158K - $174K
|
10.8K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
378+ 0.18% |
$158K - $174K
|
213K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
377+ 3.31% |
$158K - $173K
|
11.8K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
375+ 11.66% |
$157K - $172K
|
3.59K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
362+ 5.45% |
$151K - $166K
|
7.01K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
361+ 3.69% |
$151K - $166K
|
10.1K
$5.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
361+ 5.14% |
$151K - $166K
|
7.38K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
352+ 10.03% |
$147K - $162K
|
3.86K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
347+ 5.25% |
$145K - $160K
|
6.96K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
345+ 10.32% |
$144K - $159K
|
3.69K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
340+ 21.32% |
$142K - $156K
|
1.94K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
335+ 4.97% |
$140K - $154K
|
7.08K
$3.69M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
335+ 4.95% |
$140K - $154K
|
7.1K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
332+ 1.79% |
$139K - $153K
|
18.9K
$9.84M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
330New |
$138K - $152K
|
330
$172K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
330+ 4.16% |
$138K - $152K
|
8.27K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
329+ 2.32% |
$138K - $151K
|
14.5K
$7.58M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
326+ 45.47% |
$136K - $150K
|
1.04K
$544K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
325+ 48.58% |
$136K - $149K
|
994
$518K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
323+ 14.42% |
$135K - $148K
|
2.56K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
321+ 0.37% |
$134K - $148K
|
86.9K
$45.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
320+ 1.41% |
$134K - $147K
|
23K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
320+ 13.31% |
$134K - $147K
|
2.73K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
317+ 3.68% |
$133K - $146K
|
8.94K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
316+ 3.19% |
$132K - $145K
|
10.2K
$5.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
314+ 55.18% |
$131K - $144K
|
883
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
308+ 57.68% |
$129K - $142K
|
842
$439K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
308+ 1.46% |
$129K - $142K
|
21.4K
$11.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
307+ 11.18% |
$128K - $141K
|
3.05K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
304New |
$127K - $140K
|
304
$159K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
303+ 6.68% |
$127K - $139K
|
4.84K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
303+ 9.21% |
$127K - $139K
|
3.59K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
300+ 2.34% |
$126K - $138K
|
13.1K
$6.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
291New |
$122K - $134K
|
291
$152K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
289+ 2.05% |
$121K - $133K
|
14.4K
$7.49M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
277+ 24.64% |
$116K - $127K
|
1.4K
$730K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
276+ 4.62% |
$116K - $127K
|
6.25K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
276+ 21.4% |
$116K - $127K
|
1.57K
$817K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
271+ 40.94% |
$113K - $125K
|
933
$486K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
270+ 25.91% |
$113K - $124K
|
1.31K
$684K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
270+ 24.28% |
$113K - $124K
|
1.38K
$721K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
268+ 14.02% |
$112K - $123K
|
2.18K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
267+ 27.08% |
$112K - $123K
|
1.25K
$653K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
265+ 52.58% |
$111K - $122K
|
769
$401K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
264+ 6.06% |
$110K - $121K
|
4.62K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
262+ 3.11% |
$110K - $120K
|
8.68K
$4.53M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
261+ 11.42% |
$109K - $120K
|
2.55K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
261+ 5.48% |
$109K - $120K
|
5.03K
$2.62M
|