Institutional Owners for SPGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IFP ADVISORS INC | cs | 1051 | $2,154,851 | 4,892 | 0.00 | 0.00 | 416 | 9.29 | 12-31-2023 |
| WARATAH CAPITAL ADVISORS LTD | COM | 1052 | $2,140,927 | 4,860 | 0.00 | 0.00 | -589 | -10.81 | 12-31-2023 |
| OKABENA INVESTMENT SERVICES INC | COM | 1053 | $982,672 | 4,846 | 0.00 | 0.00 | -623 | -11.39 | 09-30-2023 |
| CORDATUS WEALTH MANAGEMENT LLC | COM | 1054 | $2,060,000 | 4,843 | 1.49 | 4,843 | +Inf | 03-31-2024 |
