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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
11+ 1.51% |
$3.77K - $4.86K
|
738
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11New |
$3.77K - $4.86K
|
11
$5.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
11+ 3.28% |
$3.77K - $4.86K
|
346
$167K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 1.3% |
$3.77K - $4.86K
|
856
$414K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
10+ 1.74% |
$3.42K - $4.42K
|
585
$283K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.29% |
$3.42K - $4.42K
|
3.49K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10+ 0.59% |
$3.42K - $4.42K
|
1.69K
$819K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 6.13% |
$3.42K - $4.42K
|
173
$83.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.95% |
$3.42K - $4.42K
|
1.07K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 1.5% |
$3.42K - $4.42K
|
678
$328K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 1.12% |
$3.08K - $3.98K
|
812
$393K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
9+ 9.57% |
$3.08K - $3.98K
|
103
$49.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.09% |
$3.08K - $3.98K
|
10K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
9+ 0.47% |
$3.08K - $3.98K
|
1.94K
$939K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
8+ 0.91% |
$2.74K - $3.53K
|
888
$430K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8+ 1.08% |
$2.74K - $3.53K
|
749
$362K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 2.0% |
$2.74K - $3.53K
|
408
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8+ 1.25% |
$2.74K - $3.53K
|
647
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 3.52% |
$2.74K - $3.53K
|
235
$114K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 14.29% |
$2.74K - $3.53K
|
64
$31K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8New |
$2.74K - $3.53K
|
8
$3.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
8+ 7.27% |
$2.74K - $3.53K
|
118
$57.1K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.72% |
$2.74K - $3.53K
|
1.12K
$544K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.43% |
$2.4K - $3.09K
|
1.63K
$787K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$2.4K - $3.09K
|
7
$3.39K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7+ 0.36% |
$2.4K - $3.09K
|
1.97K
$952K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6+ 0.65% |
$2.05K - $2.65K
|
926
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.54% |
$2.05K - $2.65K
|
1.11K
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.32% |
$2.05K - $2.65K
|
1.86K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.18% |
$2.05K - $2.65K
|
3.41K
$1.65M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$2.05K - $2.65K
|
6
$2.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.46% |
$1.71K - $2.21K
|
1.09K
$525K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.21% |
$1.71K - $2.21K
|
2.36K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5New |
$1.71K - $2.21K
|
5
$2.42K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5+ 0.87% |
$1.71K - $2.21K
|
580
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.38% |
$1.37K - $1.77K
|
294
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 17.39% |
$1.37K - $1.77K
|
27
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4+ 0.08% |
$1.37K - $1.77K
|
5.1K
$2.46M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$1.37K - $1.77K
|
4
$1.94K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$1.03K - $1.33K
|
1.19K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 6.82% |
$1.03K - $1.33K
|
47
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 2.0% |
$1.03K - $1.33K
|
153
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 3.13% |
$1.03K - $1.33K
|
99
$47.9K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3+ 0.54% |
$1.03K - $1.33K
|
562
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 28.57% |
$685 - $884
|
9
$4.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 2.86% |
$685 - $884
|
72
$34.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 8.33% |
$342 - $442
|
13
$6.29K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$342 - $442
|
520
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.09% |
$342 - $442
|
1.13K
$549K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$342 - $442
|
6.94K
$3.36M
|