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 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
490+ 77.78% |
$178K - $210K
|
1.12K
$586K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
487+ 5.48% |
$177K - $209K
|
9.37K
$4.9M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
473+ 42.46% |
$172K - $203K
|
1.59K
$830K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
464+ 1.72% |
$168K - $199K
|
27.5K
$14.4M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
463+ 1.04% |
$168K - $198K
|
45K
$23.5M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
463+ 4.15% |
$168K - $198K
|
11.6K
$6.08M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
460+ 14.17% |
$167K - $197K
|
3.71K
$1.94M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
457+ 5.37% |
$166K - $196K
|
8.97K
$4.69M
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
452New |
$164K - $194K
|
452
$236K
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
451+ 2.89% |
$164K - $193K
|
16.1K
$8.41M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
444+ 4.36% |
$161K - $190K
|
10.6K
$5.56M
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
436+ 11.53% |
$158K - $187K
|
4.22K
$2.2M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
432+ 40.72% |
$157K - $185K
|
1.49K
$781K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
428+ 5.11% |
$155K - $183K
|
8.81K
$4.61M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
427+ 8.78% |
$155K - $183K
|
5.29K
$2.76M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
423+ 72.06% |
$154K - $181K
|
1.01K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
417+ 4.48% |
$151K - $179K
|
9.73K
$5.09M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415+ 1.64% |
$151K - $178K
|
25.8K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
411+ 51.38% |
$149K - $176K
|
1.21K
$633K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
392+ 1.73% |
$142K - $168K
|
23.1K
$12.1M
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
389+ 13.97% |
$141K - $167K
|
3.17K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
383+ 8.97% |
$139K - $164K
|
4.65K
$2.43M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
381+ 13.34% |
$138K - $163K
|
3.24K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
378+ 11.51% |
$137K - $162K
|
3.66K
$1.91M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
374+ 39.04% |
$136K - $160K
|
1.33K
$696K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
372+ 3.74% |
$135K - $159K
|
10.3K
$5.39M
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
369+ 27.56% |
$134K - $158K
|
1.71K
$893K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
360+ 3.83% |
$131K - $154K
|
9.77K
$5.11M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
356+ 16.15% |
$129K - $153K
|
2.56K
$1.34M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
356+ 47.72% |
$129K - $153K
|
1.1K
$576K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
355+ 6.09% |
$129K - $152K
|
6.18K
$3.23M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
352+ 0.74% |
$128K - $151K
|
48.2K
$25.2M
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
344+ 0.05% |
$125K - $147K
|
712K
$372M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
332+ 12.1% |
$121K - $142K
|
3.08K
$1.61M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
331+ 10.85% |
$120K - $142K
|
3.38K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
309New |
$112K - $132K
|
309
$162K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
304+ 5.38% |
$110K - $130K
|
5.95K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
303+ 0.29% |
$110K - $130K
|
106K
$55.6M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
293+ 19.51% |
$106K - $126K
|
1.8K
$939K
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
288+ 3.27% |
$105K - $123K
|
9.1K
$4.76M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
284+ 19.11% |
$103K - $122K
|
1.77K
$925K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281New |
$102K - $120K
|
281
$147K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
281+ 12.83% |
$102K - $120K
|
2.47K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
279+ 31.56% |
$101K - $120K
|
1.16K
$608K
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
276+ 1.72% |
$100K - $118K
|
16.3K
$8.54M
|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
276+ 6.96% |
$100K - $118K
|
4.24K
$2.22M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
275+ 30.12% |
$99.8K - $118K
|
1.19K
$621K
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
271+ 0.62% |
$98.4K - $116K
|
43.7K
$22.9M
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
271+ 7.63% |
$98.4K - $116K
|
3.82K
$2M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
269+ 22.55% |
$97.7K - $115K
|
1.46K
$764K
|