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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 1.79% |
$7.99K - $9.43K
|
1.21K
$621K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-23- 0.85% |
$8.35K - $9.85K
|
2.68K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23- 1.18% |
$8.35K - $9.85K
|
1.93K
$993K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-24- 1.35% |
$8.71K - $10.3K
|
1.75K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-24- 2.8% |
$8.71K - $10.3K
|
832
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-24- 13.79% |
$8.71K - $10.3K
|
150
$77.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-25- 1.4% |
$9.08K - $10.7K
|
1.76K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-26- 0.83% |
$9.44K - $11.1K
|
3.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26- 0.55% |
$9.44K - $11.1K
|
4.72K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-27- 3.8% |
$9.8K - $11.6K
|
683
$351K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 2.89% |
$9.8K - $11.6K
|
906
$466K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-27- 16.88% |
$9.8K - $11.6K
|
133
$68.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27- 0.35% |
$9.8K - $11.6K
|
7.65K
$3.94M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-27- 3.8% |
$9.8K - $11.6K
|
683
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-29- 3.84% |
$10.5K - $12.4K
|
727
$374K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30- 1.66% |
$10.9K - $12.9K
|
1.78K
$914K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-30- 0.05% |
$10.9K - $12.9K
|
62.5K
$32.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 3.02% |
$10.9K - $12.9K
|
964
$496K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 7.28% |
$10.9K - $12.9K
|
382
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 84.21% |
$11.6K - $13.7K
|
6
$3.09K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 2.28% |
$11.6K - $13.7K
|
1.37K
$704K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-32- 2.05% |
$11.6K - $13.7K
|
1.53K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-32- 0.88% |
$11.6K - $13.7K
|
3.59K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-32- 0.1% |
$11.6K - $13.7K
|
31.3K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-34- 3.55% |
$12.3K - $14.6K
|
924
$475K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-34- 0.69% |
$12.3K - $14.6K
|
4.89K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-35- 0.31% |
$12.7K - $15K
|
11.4K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-35- 5.74% |
$12.7K - $15K
|
575
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.71% |
$12.7K - $15K
|
4.89K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-37- 2.23% |
$13.4K - $15.9K
|
1.62K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-37- 0.4% |
$13.4K - $15.9K
|
9.26K
$4.76M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-38- 5.24% |
$13.8K - $16.3K
|
687
$353K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-39- 5.02% |
$14.2K - $16.7K
|
738
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-39- 0.88% |
$14.2K - $16.7K
|
4.41K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-40- 5.89% |
$14.5K - $17.1K
|
639
$329K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-40- 5.65% |
$14.5K - $17.1K
|
668
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-41- 2.14% |
$14.9K - $17.6K
|
1.88K
$967K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-41- 10.07% |
$14.9K - $17.6K
|
366
$188K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-41- 1.36% |
$14.9K - $17.6K
|
2.98K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-42- 0.99% |
$15.2K - $18K
|
4.2K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 2.27% |
$15.6K - $18.4K
|
1.85K
$951K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-44- 5.57% |
$16K - $18.9K
|
746
$384K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44- 37.93% |
$16K - $18.9K
|
72
$37K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-44- 5.45% |
$16K - $18.9K
|
763
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-44- 0.46% |
$16K - $18.9K
|
9.61K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-45- 6.18% |
$16.3K - $19.3K
|
683
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 1.3% |
$16.3K - $19.3K
|
3.42K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 2.37% |
$16.7K - $19.7K
|
1.89K
$974K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-47- 5.23% |
$17.1K - $20.1K
|
852
$438K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-47- 5.52% |
$17.1K - $20.1K
|
804
$414K
|