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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
2024-06-30 $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)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Wells Fargo & Company
Parnassus Investments
T. Rowe Price Associates
Bank of New York Mellon
Sustainable Growth Advisers
Neuberger Berman Group
Nuveen Asset Management

View all funds holding S&p Global