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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-167- 8.5% |
$60.6K - $71.5K
|
1.8K
$940K
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-168- 4.08% |
$61K - $72K
|
3.95K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-169- 1.15% |
$61.4K - $72.4K
|
14.6K
$7.62M
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-172- 0.14% |
$62.4K - $73.7K
|
124K
$64.6M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-182- 4.57% |
$66.1K - $78K
|
3.8K
$1.99M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-183- 0.89% |
$66.4K - $78.4K
|
20.4K
$10.7M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-186- 2.57% |
$67.5K - $79.7K
|
7.05K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-192- 3.11% |
$69.7K - $82.3K
|
5.99K
$3.13M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-192- 4.54% |
$69.7K - $82.3K
|
4.04K
$2.11M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-196- 0.74% |
$71.2K - $84K
|
26.2K
$13.7M
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-199- 23.55% |
$72.2K - $85.3K
|
646
$338K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-199- 6.51% |
$72.2K - $85.3K
|
2.86K
$1.49M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-200- 22.17% |
$72.6K - $85.7K
|
702
$367K
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 3.57% |
$72.6K - $85.7K
|
5.4K
$2.82M
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-215- 4.17% |
$78.1K - $92.1K
|
4.94K
$2.58M
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-215- 1.13% |
$78.1K - $92.1K
|
18.8K
$9.85M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-215- 15.22% |
$78.1K - $92.1K
|
1.2K
$626K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-217- 2.29% |
$78.8K - $93K
|
9.24K
$4.83M
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-218- 11.63% |
$79.1K - $93.4K
|
1.66K
$866K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-223- 21.08% |
$81K - $95.5K
|
835
$437K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-224- 6.01% |
$81.3K - $96K
|
3.5K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-229- 25.36% |
$83.1K - $98.1K
|
674
$352K
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-229- 0.94% |
$83.1K - $98.1K
|
24.1K
$12.6M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-232- 6.94% |
$84.2K - $99.4K
|
3.11K
$1.63M
|
|
Nov 06, 2023
Q3 2023
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-233- 0.76% |
$84.6K - $99.8K
|
30.2K
$15.8M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-234- 0.55% |
$85K - $100K
|
42.3K
$22.1M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-239- 24.95% |
$86.8K - $102K
|
719
$376K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-246- 0.97% |
$89.3K - $105K
|
25.1K
$13.1M
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-253- 0.8% |
$91.9K - $108K
|
31.2K
$16.3M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-254- 2.82% |
$92.2K - $109K
|
8.74K
$4.57M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-255- 2.78% |
$92.6K - $109K
|
8.93K
$4.67M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-259- 19.79% |
$94K - $111K
|
1.05K
$549K
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-260- 31.21% |
$94.4K - $111K
|
573
$300K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-263- 1.83% |
$95.5K - $113K
|
14.1K
$7.38M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-264- 3.37% |
$95.8K - $113K
|
7.58K
$3.96M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-279- 1.64% |
$101K - $120K
|
16.7K
$8.73M
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-281- 2.92% |
$102K - $120K
|
9.33K
$4.88M
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-281- 1.83% |
$102K - $120K
|
15.1K
$7.87M
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-291- 22.25% |
$106K - $125K
|
1.02K
$532K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-294- 0.87% |
$107K - $126K
|
33.6K
$17.5M
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-298- 1.35% |
$108K - $128K
|
21.8K
$11.4M
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.18% |
$109K - $129K
|
25.2K
$13.2M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-301- 71.16% |
$109K - $129K
|
122
$63.8K
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-305- 25.76% |
$111K - $131K
|
879
$460K
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-306- 1.61% |
$111K - $131K
|
18.8K
$9.81M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-306- 0.22% |
$111K - $131K
|
138K
$72.4M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-318- 12.97% |
$115K - $136K
|
2.13K
$1.12M
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-318- 0.37% |
$115K - $136K
|
85.3K
$44.6M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-325- 2.8% |
$118K - $139K
|
11.3K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-325- 1.73% |
$118K - $139K
|
18.4K
$9.63M
|