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 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
177+ 8.34% |
$74.1K - $81.4K
|
2.3K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
175New |
$73.2K - $80.5K
|
175
$81.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
174+ 17.61% |
$72.8K - $80K
|
1.16K
$542K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
172+ 32.45% |
$72K - $79.1K
|
702
$327K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
171+ 2.29% |
$71.6K - $78.6K
|
7.64K
$3.56M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
170+ 4.92% |
$71.1K - $78.2K
|
3.62K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
170+ 0.4% |
$71.1K - $78.2K
|
42.3K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
169+ 0.17% |
$70.7K - $77.7K
|
101K
$47.2M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
168+ 18.79% |
$70.3K - $77.2K
|
1.06K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162+ 35.45% |
$67.8K - $74.5K
|
619
$289K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
152+ 2.79% |
$63.6K - $69.9K
|
5.6K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
148New |
$61.9K - $68K
|
148
$69K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
148+ 3.66% |
$61.9K - $68K
|
4.2K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.3% |
$61.5K - $67.6K
|
48.4K
$22.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147+ 3.0% |
$61.5K - $67.6K
|
5.04K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
145+ 16.08% |
$60.7K - $66.7K
|
1.05K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
144+ 7.5% |
$60.3K - $66.2K
|
2.06K
$963K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
144+ 0.73% |
$60.3K - $66.2K
|
19.8K
$9.24M
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
142+ 38.69% |
$59.4K - $65.3K
|
509
$237K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
141+ 3.22% |
$59K - $64.8K
|
4.52K
$2.11M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
138+ 2.16% |
$57.8K - $63.4K
|
6.52K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
137+ 12.9% |
$57.3K - $63K
|
1.2K
$559K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
137+ 8.94% |
$57.3K - $63K
|
1.67K
$778K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
136+ 10.3% |
$56.9K - $62.5K
|
1.46K
$680K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
134+ 23.72% |
$56.1K - $61.6K
|
699
$326K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
134+ 7.48% |
$56.1K - $61.6K
|
1.93K
$898K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
134+ 0.5% |
$56.1K - $61.6K
|
27.1K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
134+ 5.97% |
$56.1K - $61.6K
|
2.38K
$1.11M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
133+ 2.61% |
$55.7K - $61.1K
|
5.23K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
128+ 3.0% |
$53.6K - $58.8K
|
4.39K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
127+ 2.66% |
$53.1K - $58.4K
|
4.9K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 11.93% |
$51.1K - $56.1K
|
1.15K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
122+ 3.54% |
$51.1K - $56.1K
|
3.57K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
122+ 6.32% |
$51.1K - $56.1K
|
2.05K
$957K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
121+ 4.37% |
$50.6K - $55.6K
|
2.89K
$1.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 0.89% |
$50.2K - $55.2K
|
13.5K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
120+ 24.74% |
$50.2K - $55.2K
|
605
$282K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
120+ 8.28% |
$50.2K - $55.2K
|
1.57K
$732K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117New |
$49K - $53.8K
|
117
$54.6K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 8.55% |
$49K - $53.8K
|
1.49K
$693K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
117+ 3.37% |
$49K - $53.8K
|
3.59K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
115+ 6.26% |
$48.1K - $52.9K
|
1.95K
$910K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
114+ 0.63% |
$47.7K - $52.4K
|
18.1K
$8.45M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 2.45% |
$47.7K - $52.4K
|
4.77K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
112+ 23.19% |
$46.9K - $51.5K
|
595
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 5.51% |
$46K - $50.6K
|
2.11K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
106+ 1.02% |
$44.4K - $48.7K
|
10.5K
$4.9M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
BUY
|
- |
106+ 0.13% |
$44.4K - $48.7K
|
84.2K
$39.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
105New |
$43.9K - $48.3K
|
105
$49K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
105+ 6.84% |
$43.9K - $48.3K
|
1.64K
$764K
|