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 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.11KNew |
$402K - $475K
|
1.11K
$570K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 6.88% |
$399K - $471K
|
17.1K
$8.79M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08KNew |
$392K - $463K
|
1.08K
$556K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.07KNew |
$388K - $458K
|
1.07K
$550K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 2.39% |
$380K - $449K
|
44.8K
$23M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.04KNew |
$377K - $445K
|
1.04K
$534K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 13.18% |
$375K - $443K
|
8.88K
$4.57M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 170.08% |
$374K - $441K
|
1.63K
$841K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.03KNew |
$372K - $440K
|
1.03K
$528K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 99.71% |
$371K - $438K
|
2.05K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.01K+ 13.94% |
$366K - $432K
|
8.24K
$4.24M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 21.43% |
$365K - $431K
|
5.7K
$2.93M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
985+ 117.82% |
$358K - $422K
|
1.82K
$937K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
983+ 5.83% |
$357K - $421K
|
17.8K
$9.18M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
982+ 27.59% |
$357K - $421K
|
4.54K
$2.34M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
980+ 2.49% |
$356K - $420K
|
40.3K
$20.8M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
970+ 30.22% |
$352K - $416K
|
4.18K
$2.15M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
968+ 13.91% |
$351K - $415K
|
7.93K
$4.08M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
967+ 819.49% |
$351K - $414K
|
1.09K
$558K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
958+ 13.12% |
$348K - $410K
|
8.26K
$4.25M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
957+ 2.26% |
$347K - $410K
|
43.3K
$22.3M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
952New |
$346K - $408K
|
952
$490K
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
951+ 1.18% |
$345K - $407K
|
81.6K
$42M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
947+ 56.37% |
$344K - $406K
|
2.63K
$1.35M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
933+ 11.01% |
$339K - $400K
|
9.41K
$4.84M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
929+ 24.4% |
$337K - $398K
|
4.74K
$2.44M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
906+ 7.63% |
$329K - $388K
|
12.8K
$6.57M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
904+ 86.1% |
$328K - $387K
|
1.95K
$1.01M
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
870+ 8.05% |
$316K - $373K
|
11.7K
$6.01M
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
869+ 89.5% |
$315K - $372K
|
1.84K
$947K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
869+ 89.5% |
$315K - $372K
|
1.84K
$947K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
865+ 44.34% |
$314K - $371K
|
2.82K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
860+ 41.81% |
$312K - $368K
|
2.92K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
852New |
$309K - $365K
|
852
$438K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
844+ 8.76% |
$306K - $362K
|
10.5K
$5.39M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
823+ 16.38% |
$299K - $353K
|
5.85K
$3.01M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
823+ 6.42% |
$299K - $353K
|
13.6K
$7.02M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
820+ 7.86% |
$298K - $351K
|
11.3K
$5.79M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
810+ 6.32% |
$294K - $347K
|
13.6K
$7.01M
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
808New |
$293K - $346K
|
808
$416K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
808+ 19.61% |
$293K - $346K
|
4.93K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
805+ 31.98% |
$292K - $345K
|
3.32K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
801+ 8.65% |
$291K - $343K
|
10.1K
$5.18M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
798+ 3.48% |
$290K - $342K
|
23.7K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
794+ 11.7% |
$288K - $340K
|
7.58K
$3.9M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
780+ 0.67% |
$283K - $334K
|
117K
$60.4M
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
774New |
$281K - $332K
|
774
$398K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
770New |
$280K - $330K
|
770
$396K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
750New |
$272K - $321K
|
750
$386K
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
750New |
$272K - $321K
|
750
$386K
|