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 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
255+ 2.4% |
$107K - $117K
|
10.9K
$5.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
255+ 23.94% |
$107K - $117K
|
1.32K
$674K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
253+ 2.76% |
$106K - $116K
|
9.41K
$4.81M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
251+ 36.59% |
$105K - $115K
|
937
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
250+ 26.65% |
$105K - $115K
|
1.19K
$607K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
248+ 9.71% |
$104K - $114K
|
2.8K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
247+ 2.25% |
$103K - $114K
|
11.2K
$5.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
243+ 43.47% |
$102K - $112K
|
802
$410K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
238+ 18.22% |
$99.6K - $109K
|
1.54K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
237+ 1.94% |
$99.2K - $109K
|
12.4K
$6.36M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
236+ 1.65% |
$98.8K - $108K
|
14.5K
$7.42M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
234+ 4.75% |
$97.9K - $108K
|
5.16K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
233+ 11.41% |
$97.5K - $107K
|
2.28K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
228+ 15.93% |
$95.4K - $105K
|
1.66K
$848K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
225+ 0.97% |
$94.2K - $103K
|
23.4K
$11.9M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
220+ 4.11% |
$92.1K - $101K
|
5.58K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
217+ 5.27% |
$90.8K - $99.8K
|
4.34K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
213+ 17.37% |
$89.1K - $97.9K
|
1.44K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
213+ 11.61% |
$89.1K - $97.9K
|
2.05K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
213+ 7.43% |
$89.1K - $97.9K
|
3.08K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
211+ 1.12% |
$88.3K - $97K
|
19.1K
$9.76M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
209+ 36.22% |
$87.5K - $96.1K
|
786
$402K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
207+ 24.82% |
$86.6K - $95.2K
|
1.04K
$532K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
205+ 15.12% |
$85.8K - $94.2K
|
1.56K
$798K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
203+ 5.33% |
$85K - $93.3K
|
4.01K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.44% |
$84.5K - $92.9K
|
46K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
200New |
$83.7K - $91.9K
|
200
$102K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
199+ 5.71% |
$83.3K - $91.5K
|
3.69K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
198+ 10.18% |
$82.9K - $91K
|
2.14K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 16.85% |
$82K - $90.1K
|
1.36K
$694K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
193+ 18.87% |
$80.8K - $88.7K
|
1.22K
$621K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
192+ 9.76% |
$80.3K - $88.3K
|
2.16K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 22.47% |
$79.1K - $86.9K
|
1.03K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
188+ 10.48% |
$78.7K - $86.4K
|
1.98K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
188New |
$78.7K - $86.4K
|
188
$96.1K
|
|
|
May 03, 2024
Q1 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
186+ 1.31% |
$77.8K - $85.5K
|
14.4K
$7.33M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 79.83% |
$77.8K - $85.5K
|
419
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
185+ 14.11% |
$77.4K - $85K
|
1.5K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
182+ 118.95% |
$76.2K - $83.7K
|
335
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 5.04% |
$75.7K - $83.2K
|
3.78K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
181+ 4.5% |
$75.7K - $83.2K
|
4.2K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
181+ 2.99% |
$75.7K - $83.2K
|
6.23K
$3.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 4.3% |
$75.3K - $82.7K
|
4.37K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
180+ 0.57% |
$75.3K - $82.7K
|
31.5K
$16.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
180+ 0.57% |
$75.3K - $82.7K
|
31.5K
$16.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
179+ 0.95% |
$74.9K - $82.3K
|
19K
$9.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
178+ 3560.0% |
$74.5K - $81.8K
|
183
$93.5K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
177+ 8.34% |
$74.1K - $81.4K
|
2.3K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
175New |
$73.2K - $80.5K
|
175
$89.4K
|