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 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
13+ 1.98% |
$4.72K - $5.57K
|
668
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
12+ 0.71% |
$4.36K - $5.14K
|
1.7K
$875K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.21% |
$4.36K - $5.14K
|
5.74K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 150.0% |
$4.36K - $5.14K
|
20
$10.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
12+ 12.9% |
$4.36K - $5.14K
|
105
$54K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 3.3% |
$3.99K - $4.71K
|
344
$177K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
11+ 1.3% |
$3.99K - $4.71K
|
857
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11+ 1.44% |
$3.99K - $4.71K
|
776
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 21.74% |
$3.63K - $4.28K
|
56
$28.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.42% |
$3.63K - $4.28K
|
2.37K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10+ 0.39% |
$3.63K - $4.28K
|
2.57K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10+ 0.54% |
$3.63K - $4.28K
|
1.86K
$954K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 1.79% |
$3.63K - $4.28K
|
569
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10+ 0.11% |
$3.63K - $4.28K
|
8.72K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.27% |
$3.27K - $3.86K
|
3.33K
$1.71M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9New |
$3.27K - $3.86K
|
9
$4.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 12.12% |
$2.9K - $3.43K
|
74
$38.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8+ 0.45% |
$2.9K - $3.43K
|
1.78K
$917K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
8+ 1.12% |
$2.9K - $3.43K
|
721
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8New |
$2.9K - $3.43K
|
8
$4.12K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 24.14% |
$2.54K - $3K
|
36
$18.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
7New |
$2.54K - $3K
|
7
$3.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
7+ 0.6% |
$2.54K - $3K
|
1.17K
$600K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 4.49% |
$2.54K - $3K
|
163
$83.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 100.0% |
$2.54K - $3K
|
14
$7.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7+ 0.58% |
$2.54K - $3K
|
1.21K
$625K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7+ 22.58% |
$2.54K - $3K
|
38
$19.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.26% |
$2.18K - $2.57K
|
2.36K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
6+ 0.77% |
$2.18K - $2.57K
|
786
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
6+ 28.57% |
$2.18K - $2.57K
|
27
$13.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.02% |
$2.18K - $2.57K
|
32K
$16.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5New |
$1.82K - $2.14K
|
5
$2.57K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5+ 0.39% |
$1.82K - $2.14K
|
1.27K
$655K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.32% |
$1.82K - $2.14K
|
1.59K
$816K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5New |
$1.82K - $2.14K
|
5
$2.57K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 1.57% |
$1.82K - $2.14K
|
323
$166K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
5+ 0.05% |
$1.82K - $2.14K
|
10.6K
$5.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.82K - $2.14K
|
3.45K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 62.5% |
$1.82K - $2.14K
|
13
$6.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
5+ 0.9% |
$1.82K - $2.14K
|
559
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$1.82K - $2.14K
|
6.94K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.45K - $1.71K
|
1.94K
$1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
4+ 0.4% |
$1.45K - $1.71K
|
1K
$517K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4+ 0.18% |
$1.45K - $1.71K
|
2.28K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$1.45K - $1.71K
|
16
$8.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$2.06K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4+ 0.05% |
$1.45K - $1.71K
|
7.67K
$3.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$2.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$2.06K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$2.06K
|