Institutional Owners for SPGI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WALDRON PRIVATE WEALTH LLC COM 1451 $792,613 1,863 0.00 0.04 45 2.48 03-31-2024
BALBOA WEALTH PARTNERS COM 1452 $789,388 1,855 0.00 0.00 -9 -0.48 03-31-2024
VCI WEALTH MANAGEMENT LLC COM 1453 $815,845 1,852 0.00 1,852 +Inf 12-31-2023
TRINITYPOINT WEALTH LLC COM 1454 $787,258 1,850 0.00 0.00 -11 -0.59 03-31-2024
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