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
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
54+ 6.9% |
$19.6K - $23.1K
|
837
$438K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
53+ 10.33% |
$19.2K - $22.7K
|
566
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
53+ 2.41% |
$19.2K - $22.7K
|
2.25K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
51+ 4.54% |
$18.5K - $21.8K
|
1.18K
$614K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 42.37% |
$18.2K - $21.4K
|
168
$87.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50+ 4.73% |
$18.2K - $21.4K
|
1.11K
$578K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
49+ 3.12% |
$17.8K - $21K
|
1.62K
$847K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 1.49% |
$17.8K - $21K
|
3.33K
$1.74M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
49+ 408.33% |
$17.8K - $21K
|
61
$31.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49+ 9.12% |
$17.8K - $21K
|
586
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 2.2% |
$17.4K - $20.6K
|
2.23K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 72.31% |
$17.1K - $20.1K
|
112
$58.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
47+ 5.05% |
$17.1K - $20.1K
|
978
$511K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
44+ 5.48% |
$16K - $18.9K
|
847
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
44+ 3.93% |
$16K - $18.9K
|
1.16K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
44+ 1.96% |
$16K - $18.9K
|
2.29K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
44+ 27.33% |
$16K - $18.9K
|
205
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
43+ 7.96% |
$15.6K - $18.4K
|
583
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
43+ 3.94% |
$15.6K - $18.4K
|
1.13K
$592K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 2.02% |
$15.2K - $18K
|
2.12K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
42+ 0.19% |
$15.2K - $18K
|
21.7K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 1.74% |
$15.2K - $18K
|
2.46K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 1.1% |
$15.2K - $18K
|
3.87K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42+ 1.31% |
$15.2K - $18K
|
3.25K
$1.7M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 1.1% |
$15.2K - $18K
|
3.87K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
41+ 2.3% |
$14.9K - $17.6K
|
1.83K
$954K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
40+ 3.79% |
$14.5K - $17.1K
|
1.1K
$573K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
39+ 0.13% |
$14.2K - $16.7K
|
29K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 4.34% |
$14.2K - $16.7K
|
938
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
38+ 33.93% |
$13.8K - $16.3K
|
150
$78.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
37+ 6.48% |
$13.4K - $15.9K
|
608
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
37+ 4.12% |
$13.4K - $15.9K
|
935
$489K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37+ 6.97% |
$13.4K - $15.9K
|
568
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
36+ 0.57% |
$13.1K - $15.4K
|
6.4K
$3.34M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
36+ 0.71% |
$13.1K - $15.4K
|
5.13K
$2.68M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 6.7% |
$12.7K - $15K
|
557
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
35+ 5.3% |
$12.7K - $15K
|
695
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 38.89% |
$12.7K - $15K
|
125
$65.4K
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
35+ 2.05% |
$12.7K - $15K
|
1.75K
$912K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34+ 26.36% |
$12.3K - $14.6K
|
163
$85.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
33+ 1.06% |
$12K - $14.1K
|
3.14K
$1.64M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
33+ 33.0% |
$12K - $14.1K
|
133
$69.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
32New |
$11.6K - $13.7K
|
32
$16.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
32+ 3.7% |
$11.6K - $13.7K
|
897
$469K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
31+ 1.63% |
$11.3K - $13.3K
|
1.93K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
30+ 29.41% |
$10.9K - $12.9K
|
132
$69K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.72% |
$10.9K - $12.9K
|
4.18K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 1.03% |
$10.9K - $12.9K
|
2.94K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
30+ 150.0% |
$10.9K - $12.9K
|
50
$26.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30+ 0.95% |
$10.9K - $12.9K
|
3.18K
$1.66M
|