Mount Yale Investment Advisors, LLC - SPIRE INC ownership

SPIRE INC's ticker is SR and the CUSIP is 84857L101. A total of 280 filers reported holding SPIRE INC in Q3 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of SPIRE INC
ValueSharesWeighting
Q2 2023$225,543
-30.4%
3,555
-23.1%
0.02%
-33.3%
Q1 2023$324,250
+12.5%
4,623
+10.4%
0.04%
+9.1%
Q4 2022$288,218
+12.1%
4,186
+1.5%
0.03%
-2.9%
Q3 2022$257,000
-16.8%
4,126
-0.7%
0.03%
-12.8%
Q2 2022$309,000
+13.6%
4,156
+9.6%
0.04%
+30.0%
Q1 2022$272,000
+14.3%
3,793
+4.0%
0.03%
+20.0%
Q4 2021$238,000
-0.8%
3,647
-7.1%
0.02%
-10.7%
Q3 2021$240,000
+5.3%
3,925
+24.6%
0.03%0.0%
Q2 2021$228,000
-3.0%
3,151
-1.0%
0.03%
-9.7%
Q1 2021$235,0003,1840.03%
Other shareholders
SPIRE INC shareholders Q3 2022
NameSharesValueWeighting ↓
Regent Peak Wealth Advisors LLC 150,210$11,187,0006.23%
Tortoise Index Solutions, LLC 108,250$8,062,0003.30%
Reilly Herbert Faulkner III 68,550$5,106,0002.46%
INVESTMENT COUNSELORS OF MARYLAND LLC 313,201$23,327,0001.52%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 956,420$71,234,0001.24%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 790,559$58,880,0001.00%
Phocas Financial Corp. 66,877$4,980,0001.00%
KENNEDY CAPITAL MANAGEMENT LLC 327,831$24,417,0000.90%
HENNESSY ADVISORS INC 157,491$11,730,0000.88%
OLD REPUBLIC INTERNATIONAL CORP 340,000$25,323,0000.79%
View complete list of SPIRE INC shareholders