Purchases and Sales Made in Q3 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 2023. The information is specifically focused on institutions that hold shares of S&P Global Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
169+ 6.97% |
$61.4K - $72.4K
|
2.6K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
164+ 0.74% |
$59.5K - $70.3K
|
22.4K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
162+ 4.49% |
$58.8K - $69.4K
|
3.77K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
161+ 5.35% |
$58.5K - $69K
|
3.17K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
158+ 3.26% |
$57.4K - $67.7K
|
5.01K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
157+ 6.45% |
$57K - $67.3K
|
2.59K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
155New |
$56.3K - $66.4K
|
155
$79.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
154+ 28.62% |
$55.9K - $66K
|
692
$356K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
152+ 0.56% |
$55.2K - $65.1K
|
27.2K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
150+ 15.31% |
$54.5K - $64.3K
|
1.13K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
148+ 4.27% |
$53.7K - $63.4K
|
3.61K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
145+ 0.47% |
$52.6K - $62.1K
|
30.9K
$15.9M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
145+ 0.47% |
$52.6K - $62.1K
|
30.9K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 8.32% |
$52.3K - $61.7K
|
1.87K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
141+ 57.55% |
$51.2K - $60.4K
|
386
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
138+ 7.88% |
$50.1K - $59.1K
|
1.89K
$972K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
138+ 11.48% |
$50.1K - $59.1K
|
1.34K
$689K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
137+ 3.6% |
$49.7K - $58.7K
|
3.94K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
137+ 1.46% |
$49.7K - $58.7K
|
9.54K
$4.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
136+ 7.02% |
$49.4K - $58.3K
|
2.07K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
133+ 2.32% |
$48.3K - $57K
|
5.87K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 22.86% |
$47.6K - $56.1K
|
704
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
130+ 9.95% |
$47.2K - $55.7K
|
1.44K
$739K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
130+ 15.89% |
$47.2K - $55.7K
|
948
$488K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
129+ 1.18% |
$46.8K - $55.3K
|
11K
$5.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
127+ 2.75% |
$46.1K - $54.4K
|
4.74K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
125+ 5.59% |
$45.4K - $53.6K
|
2.36K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
125+ 9.65% |
$45.4K - $53.6K
|
1.42K
$731K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
123+ 18.78% |
$44.7K - $52.7K
|
778
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
121+ 18.56% |
$43.9K - $51.8K
|
773
$398K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
120+ 8.14% |
$43.6K - $51.4K
|
1.6K
$821K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
120+ 3.63% |
$43.6K - $51.4K
|
3.43K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
116+ 14.08% |
$42.1K - $49.7K
|
940
$484K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
116+ 1.16% |
$42.1K - $49.7K
|
10.1K
$5.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
115+ 2.96% |
$41.8K - $49.3K
|
4K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
115+ 0.07% |
$41.8K - $49.3K
|
165K
$84.8M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
112+ 6.22% |
$40.7K - $48K
|
1.91K
$985K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
111+ 0.93% |
$40.3K - $47.6K
|
12.1K
$6.23M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
110+ 5.64% |
$39.9K - $47.1K
|
2.06K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
104+ 0.51% |
$37.8K - $44.6K
|
20.6K
$10.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
102+ 15.6% |
$37K - $43.7K
|
756
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
101+ 5.43% |
$36.7K - $43.3K
|
1.96K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
101+ 7.99% |
$36.7K - $43.3K
|
1.37K
$702K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
100+ 2.7% |
$36.3K - $42.8K
|
3.8K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
100+ 8.01% |
$36.3K - $42.8K
|
1.35K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
100+ 2.62% |
$36.3K - $42.8K
|
3.92K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
100+ 0.79% |
$36.3K - $42.8K
|
12.8K
$6.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
99+ 11.65% |
$35.9K - $42.4K
|
949
$488K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98+ 4.14% |
$35.6K - $42K
|
2.47K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
97+ 14.08% |
$35.2K - $41.6K
|
786
$404K
|