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 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.16% |
$342 - $442
|
637
$308K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 20.0% |
$342 - $442
|
6
$2.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$342 - $442
|
5
$2.42K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$342 - $442
|
659
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.78% |
$342 - $442
|
127
$61.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.13% |
$342 - $442
|
745
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.16% |
$342 - $442
|
630
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.51% |
$342 - $442
|
195
$94.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.18% |
$342 - $442
|
566
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.75% |
$342 - $442
|
133
$64.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.13% |
$342 - $442
|
775
$375K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.25% |
$342 - $442
|
15
$7.26K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.14% |
$342 - $442
|
738
$357K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2- 0.06% |
$685 - $884
|
3.11K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 6.9% |
$685 - $884
|
27
$13.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 15.38% |
$685 - $884
|
11
$5.32K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$685 - $884
|
6.59K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 0.62% |
$685 - $884
|
321
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 0.07% |
$685 - $884
|
2.86K
$1.38M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2- 0.31% |
$685 - $884
|
653
$316K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 1.6% |
$685 - $884
|
123
$59.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3- 0.54% |
$1.03K - $1.33K
|
548
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-4- 0.4% |
$1.37K - $1.77K
|
1K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-4- 0.13% |
$1.37K - $1.77K
|
3.11K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4- 11.43% |
$1.37K - $1.77K
|
31
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4- 0.5% |
$1.37K - $1.77K
|
792
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-5- 0.1% |
$1.71K - $2.21K
|
5.13K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.22% |
$1.71K - $2.21K
|
2.24K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-6- 0.33% |
$2.05K - $2.65K
|
1.8K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$2.05K - $2.65K
|
2.3K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6- 0.06% |
$2.05K - $2.65K
|
10.4K
$5.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6- 0.71% |
$2.05K - $2.65K
|
841
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-6- 0.58% |
$2.05K - $2.65K
|
1.02K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6- 0.78% |
$2.05K - $2.65K
|
766
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-6- 22.22% |
$2.05K - $2.65K
|
21
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6- 0.5% |
$2.05K - $2.65K
|
1.19K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-6- 0.03% |
$2.05K - $2.65K
|
20.5K
$9.93M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 20.69% |
$2.05K - $2.65K
|
23
$11.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.26% |
$2.4K - $3.09K
|
2.73K
$1.32M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 63.64% |
$2.4K - $3.09K
|
4
$1.94K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-8- 0.93% |
$2.74K - $3.53K
|
854
$413K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8- 40.0% |
$2.74K - $3.53K
|
12
$5.81K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-8- 0.21% |
$2.74K - $3.53K
|
3.79K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8- 1.05% |
$2.74K - $3.53K
|
755
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-9- 0.07% |
$3.08K - $3.98K
|
12.8K
$6.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.97% |
$3.08K - $3.98K
|
915
$443K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 14.06% |
$3.08K - $3.98K
|
55
$26.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10- 0.51% |
$3.42K - $4.42K
|
1.94K
$939K
|