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 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-94- 2.25% |
$34.1K - $40.3K
|
4.09K
$2.14M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-99- 0.62% |
$35.9K - $42.4K
|
15.8K
$8.26M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-99- 5.12% |
$35.9K - $42.4K
|
1.84K
$959K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.49% |
$36.3K - $42.8K
|
20.2K
$10.6M
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 4.56% |
$36.3K - $42.8K
|
2.09K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 0.78% |
$36.3K - $42.8K
|
12.7K
$6.63M
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-102- 1.63% |
$37K - $43.7K
|
6.14K
$3.21M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-103- 3.09% |
$37.4K - $44.1K
|
3.23K
$1.69M
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-104- 0.7% |
$37.8K - $44.6K
|
14.8K
$7.75M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-104- 5.43% |
$37.8K - $44.6K
|
1.81K
$946K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-104- 15.32% |
$37.8K - $44.6K
|
575
$301K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-104- 86.67% |
$37.8K - $44.6K
|
16
$8.37K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-106- 0.1% |
$38.5K - $45.4K
|
106K
$55.4M
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-107- 0.57% |
$38.8K - $45.8K
|
18.7K
$9.78M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-108- 3.13% |
$39.2K - $46.3K
|
3.35K
$1.75M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-108- 11.58% |
$39.2K - $46.3K
|
825
$431K
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-108- 3.18% |
$39.2K - $46.3K
|
3.29K
$1.72M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-112- 1.02% |
$40.7K - $48K
|
10.8K
$5.67M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-114- 65.9% |
$41.4K - $48.8K
|
59
$30.8K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-115- 7.06% |
$41.8K - $49.3K
|
1.52K
$792K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-117- 3.2% |
$42.5K - $50.1K
|
3.54K
$1.85M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-117- 12.59% |
$42.5K - $50.1K
|
812
$425K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-118- 3.49% |
$42.8K - $50.6K
|
3.27K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-118- 25.6% |
$42.8K - $50.6K
|
343
$179K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-119- 6.57% |
$43.2K - $51K
|
1.69K
$885K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-121- 3.29% |
$43.9K - $51.8K
|
3.56K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-121- 1.15% |
$43.9K - $51.8K
|
10.4K
$5.43M
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-123- 6.59% |
$44.7K - $52.7K
|
1.74K
$912K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-124- 1.86% |
$45K - $53.1K
|
6.56K
$3.43M
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-127- 16.22% |
$46.1K - $54.4K
|
656
$343K
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-128- 14.24% |
$46.5K - $54.8K
|
771
$403K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-129- 4.86% |
$46.8K - $55.3K
|
2.52K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-130- 3.4% |
$47.2K - $55.7K
|
3.69K
$1.93M
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-131- 16.95% |
$47.6K - $56.1K
|
642
$336K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-133- 17.39% |
$48.3K - $57K
|
632
$330K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-133- 0.15% |
$48.3K - $57K
|
90.3K
$47.2M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-136- 1.21% |
$49.4K - $58.3K
|
11.1K
$5.81M
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-138- 10.22% |
$50.1K - $59.1K
|
1.21K
$634K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.74% |
$50.5K - $59.5K
|
2.79K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-143- 1.01% |
$51.9K - $61.3K
|
14.1K
$7.36M
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-146- 9.63% |
$53K - $62.5K
|
1.37K
$716K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 1.18% |
$54.5K - $64.3K
|
12.6K
$6.58M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 0.19% |
$54.5K - $64.3K
|
78.7K
$41.2M
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-154- 2.09% |
$55.9K - $66K
|
7.21K
$3.77M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-158- 11.76% |
$57.4K - $67.7K
|
1.19K
$620K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-158- 2.55% |
$57.4K - $67.7K
|
6.04K
$3.16M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-159- 10.45% |
$57.7K - $68.1K
|
1.36K
$713K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-161- 0.2% |
$58.5K - $69K
|
81.6K
$42.6M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-162- 12.51% |
$58.8K - $69.4K
|
1.13K
$592K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-165- 0.69% |
$59.9K - $70.7K
|
23.6K
$12.3M
|