Institutional Owners for SPGI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PINNACLE WEALTH ADVISORS COM 501 $13,781,000 33,574 0.56 33,574 +Inf 06-30-2021
STEWARD PARTNERS INVESTMENT ADVISORY LLC COM 502 $13,961,101 32,815 0.00 0.00 6,443 24.43 03-31-2024
OAKMONT CORP COM 503 $13,955,185 32,801 0.00 0.00 5,528 20.27 03-31-2024
CWM LLC COM 504 $13,949,000 32,786 0.07 0.08 -669 -2.00 03-31-2024
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