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S&p Global shares owned by Lokken Investment Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 2.6k 516.62
2024-06-30 $1.0M 2.3k 446.00
2024-03-31 $843k 2.0k 425.45
2023-12-31 $790k 1.8k 440.54

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Lokken Investment Group

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global