Purchases and Sales Made in Q4 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
101+ 5.2% |
$34.6K - $44.6K
|
2.04K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
100+ 0.2% |
$34.2K - $44.2K
|
50.8K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 8.54% |
$33.6K - $43.3K
|
1.25K
$603K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
97New |
$33.2K - $42.9K
|
97
$46.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
97+ 10.89% |
$33.2K - $42.9K
|
988
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
96New |
$32.9K - $42.4K
|
96
$46.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
95New |
$32.5K - $42K
|
95
$46K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
95New |
$32.5K - $42K
|
95
$46K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
94+ 4.97% |
$32.2K - $41.5K
|
1.98K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
92+ 1.23% |
$31.5K - $40.6K
|
7.55K
$3.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 0.44% |
$30.8K - $39.8K
|
20.5K
$9.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.41% |
$30.8K - $39.8K
|
22.3K
$10.8M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
90+ 100.0% |
$30.8K - $39.8K
|
180
$87.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
89+ 1.49% |
$30.5K - $39.3K
|
6.05K
$2.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
87+ 6.06% |
$29.8K - $38.4K
|
1.52K
$737K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
85+ 2.03% |
$29.1K - $37.6K
|
4.27K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
85New |
$29.1K - $37.6K
|
85
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84+ 8.59% |
$28.8K - $37.1K
|
1.06K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
84+ 0.6% |
$28.8K - $37.1K
|
14.2K
$6.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
83+ 7.76% |
$28.4K - $36.7K
|
1.15K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82New |
$28.1K - $36.2K
|
82
$39.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
81+ 0.28% |
$27.7K - $35.8K
|
28.7K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
80+ 3.51% |
$27.4K - $35.3K
|
2.36K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
78+ 1.23% |
$26.7K - $34.5K
|
6.4K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 3.76% |
$26.4K - $34K
|
2.12K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
77New |
$26.4K - $34K
|
77
$37.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
76+ 8.47% |
$26K - $33.6K
|
973
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
72+ 2.01% |
$24.7K - $31.8K
|
3.66K
$1.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
72+ 144.0% |
$24.7K - $31.8K
|
122
$59K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
72+ 8.76% |
$24.7K - $31.8K
|
894
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
71+ 197.22% |
$24.3K - $31.4K
|
107
$51.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
71+ 0.1% |
$24.3K - $31.4K
|
74.4K
$36M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
70+ 0.57% |
$24K - $30.9K
|
12.4K
$6.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
70+ 7.63% |
$24K - $30.9K
|
988
$478K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
70New |
$24K - $30.9K
|
70
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
69+ 3.48% |
$23.6K - $30.5K
|
2.05K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 4.84% |
$22.6K - $29.2K
|
1.43K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 0.13% |
$22.6K - $29.2K
|
50.4K
$24.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
63New |
$21.6K - $27.8K
|
63
$30.5K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
63+ 2.72% |
$21.6K - $27.8K
|
2.38K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 2.11% |
$21.6K - $27.8K
|
3.04K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
62+ 0.69% |
$21.2K - $27.4K
|
9.06K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
61+ 6.36% |
$20.9K - $27K
|
1.02K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
61+ 1.45% |
$20.9K - $27K
|
4.26K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
60+ 4.49% |
$20.5K - $26.5K
|
1.4K
$675K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 9.45% |
$20.5K - $26.5K
|
695
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 35.5% |
$20.5K - $26.5K
|
229
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60+ 3.17% |
$20.5K - $26.5K
|
1.95K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60+ 3.34% |
$20.5K - $26.5K
|
1.86K
$897K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60New |
$20.5K - $26.5K
|
60
$29K
|