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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
97+ 0.47% |
$35.2K - $41.6K
|
20.8K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
97New |
$35.2K - $41.6K
|
97
$49.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
96+ 11.21% |
$34.9K - $41.1K
|
952
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
96+ 300.0% |
$34.9K - $41.1K
|
128
$65.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
95+ 3.27% |
$34.5K - $40.7K
|
3K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 70.9% |
$34.5K - $40.7K
|
229
$118K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
94+ 1.91% |
$34.1K - $40.3K
|
5.01K
$2.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
93+ 6.28% |
$33.8K - $39.8K
|
1.58K
$810K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
93+ 5.62% |
$33.8K - $39.8K
|
1.75K
$899K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
90+ 0.85% |
$32.7K - $38.6K
|
10.7K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
90+ 2.95% |
$32.7K - $38.6K
|
3.14K
$1.61M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
90New |
$32.7K - $38.6K
|
90
$46.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
89+ 1.99% |
$32.3K - $38.1K
|
4.57K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89+ 13.67% |
$32.3K - $38.1K
|
740
$381K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
87+ 13.3% |
$31.6K - $37.3K
|
741
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
85+ 101.19% |
$30.9K - $36.4K
|
169
$86.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
84+ 11.04% |
$30.5K - $36K
|
845
$435K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
81+ 11.22% |
$29.4K - $34.7K
|
803
$413K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
80+ 2.61% |
$29K - $34.3K
|
3.15K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
80+ 0.57% |
$29K - $34.3K
|
14.1K
$7.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80+ 5.93% |
$29K - $34.3K
|
1.43K
$736K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
79+ 5.01% |
$28.7K - $33.8K
|
1.66K
$852K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
78+ 14.0% |
$28.3K - $33.4K
|
635
$327K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
77+ 4.46% |
$28K - $33K
|
1.8K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
77+ 1.61% |
$28K - $33K
|
4.87K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
77New |
$28K - $33K
|
77
$39.6K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
77New |
$28K - $33K
|
77
$39.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 2.72% |
$27.6K - $32.6K
|
2.88K
$1.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
75+ 41.67% |
$27.2K - $32.1K
|
255
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
74+ 14.29% |
$26.9K - $31.7K
|
592
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
74+ 2.12% |
$26.9K - $31.7K
|
3.56K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
73+ 4.27% |
$26.5K - $31.3K
|
1.78K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 2.43% |
$26.5K - $31.3K
|
3.07K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
72+ 5.53% |
$26.1K - $30.8K
|
1.37K
$707K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
71+ 7.06% |
$25.8K - $30.4K
|
1.08K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
71+ 7.84% |
$25.8K - $30.4K
|
977
$503K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
70New |
$25.4K - $30K
|
70
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 3.38% |
$25.1K - $29.6K
|
2.11K
$1.09M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
68+ 9.02% |
$24.7K - $29.1K
|
822
$423K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
67+ 2.19% |
$24.3K - $28.7K
|
3.13K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
67+ 24.28% |
$24.3K - $28.7K
|
343
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
66+ 1.38% |
$24K - $28.3K
|
4.85K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
64+ 1.09% |
$23.2K - $27.4K
|
5.94K
$3.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 62.75% |
$23.2K - $27.4K
|
166
$85.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 38.1% |
$23.2K - $27.4K
|
232
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62+ 1.73% |
$22.5K - $26.6K
|
3.65K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
61+ 7.3% |
$22.1K - $26.1K
|
897
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
58+ 0.43% |
$21.1K - $24.8K
|
13.4K
$6.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 2.04% |
$20.3K - $24K
|
2.8K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
54+ 0.21% |
$19.6K - $23.1K
|
25.4K
$13.1M
|