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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 5.99% |
$667K - $787K
|
32.5K
$16.7M
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.83K+ 79.8% |
$663K - $782K
|
4.11K
$2.12M
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.81K+ 44.85% |
$657K - $775K
|
5.85K
$3.01M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 1.65% |
$657K - $775K
|
111K
$57.3M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.76KNew |
$640K - $756K
|
1.76K
$908K
|
|
Nov 14, 2023
Q3 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.73K+ 11.36% |
$628K - $741K
|
16.9K
$8.72M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.73K+ 4.06% |
$626K - $739K
|
44.2K
$22.7M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.72KNew |
$625K - $738K
|
1.72K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.7KNew |
$616K - $727K
|
1.7K
$873K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 2.87% |
$610K - $720K
|
60.3K
$31M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.64K+ 55.11% |
$594K - $700K
|
4.6K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 8.36% |
$593K - $700K
|
21.2K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.63K+ 5.94% |
$593K - $699K
|
29.1K
$15M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.63KNew |
$591K - $698K
|
1.63K
$838K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.6K+ 2.2% |
$579K - $684K
|
74.1K
$38.1M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.59K+ 230.19% |
$576K - $679K
|
2.28K
$1.17M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.58KNew |
$575K - $678K
|
1.58K
$814K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$572K - $675K
|
1.58K
$810K
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
1.56K+ 39.9% |
$567K - $669K
|
5.48K
$2.82M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
1.56K+ 9.78% |
$565K - $667K
|
17.5K
$8.99M
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.55KNew |
$564K - $666K
|
1.55K
$799K
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 256.33% |
$558K - $659K
|
2.14K
$1.1M
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 256.33% |
$558K - $659K
|
2.14K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.53K+ 4.81% |
$557K - $657K
|
33.4K
$17.2M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.52K+ 197.27% |
$551K - $650K
|
2.29K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.51K+ 6.56% |
$547K - $646K
|
24.5K
$12.6M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.49KNew |
$541K - $638K
|
1.49K
$767K
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.49KNew |
$541K - $638K
|
1.49K
$766K
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.46KNew |
$529K - $624K
|
1.46K
$749K
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.45K+ 63.16% |
$525K - $619K
|
3.73K
$1.92M
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.4K+ 2.1% |
$508K - $600K
|
68K
$35M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.38K+ 25.22% |
$500K - $589K
|
6.83K
$3.51M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.36KNew |
$494K - $583K
|
1.36K
$700K
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.34KNew |
$485K - $572K
|
1.34K
$687K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 2.34% |
$479K - $566K
|
57.8K
$29.7M
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.31K+ 181.78% |
$475K - $560K
|
2.03K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.29K+ 0.11% |
$470K - $554K
|
1.21M
$621M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.27K+ 2.19% |
$461K - $545K
|
59.2K
$30.5M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.27K+ 10.04% |
$461K - $544K
|
13.9K
$7.16M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.27K+ 2.31% |
$460K - $542K
|
56.2K
$28.9M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.26K+ 0.53% |
$457K - $539K
|
238K
$122M
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25KNew |
$452K - $534K
|
1.25K
$641K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.2KNew |
$436K - $514K
|
1.2K
$617K
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.2K+ 1.29% |
$435K - $513K
|
94.2K
$48.5M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.19K+ 164.1% |
$433K - $511K
|
1.92K
$988K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.17KNew |
$426K - $503K
|
1.17K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 2.19% |
$412K - $486K
|
53K
$27.3M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.13K+ 5.85% |
$410K - $484K
|
20.5K
$10.5M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$410K - $484K
|
1.13K
$581K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.12K+ 12.14% |
$407K - $481K
|
10.4K
$5.33M
|