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 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
268+ 2.75% |
$97.3K - $115K
|
10K
$5.03M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
266+ 7.74% |
$96.6K - $114K
|
3.7K
$1.86M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
265+ 0.58% |
$96.2K - $114K
|
45.6K
$23M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
264+ 0.43% |
$95.8K - $113K
|
61K
$30.7M
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
261+ 15.25% |
$94.8K - $112K
|
1.97K
$993K
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
259+ 2.08% |
$94K - $111K
|
12.7K
$6.4M
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
259+ 25900.0% |
$94K - $111K
|
260
$131K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
250+ 0.5% |
$90.8K - $107K
|
49.8K
$25.1M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
248+ 2.18% |
$90K - $106K
|
11.6K
$5.86M
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
248+ 5.21% |
$90K - $106K
|
5.01K
$2.52M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
240+ 17.9% |
$87.1K - $103K
|
1.58K
$795K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
233New |
$84.6K - $99.8K
|
233
$117K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
233+ 0.42% |
$84.6K - $99.8K
|
55.3K
$27.8M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
232+ 2.55% |
$84.2K - $99.4K
|
9.32K
$4.69M
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
230+ 1.65% |
$83.5K - $98.5K
|
14.2K
$7.14M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
229+ 4.14% |
$83.1K - $98.1K
|
5.76K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
229New |
$83.1K - $98.1K
|
229
$115K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
227+ 4.84% |
$82.4K - $97.2K
|
4.92K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
227+ 4.45% |
$82.4K - $97.2K
|
5.32K
$2.68M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
224+ 24.48% |
$81.3K - $96K
|
1.14K
$573K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
224+ 1.24% |
$81.3K - $96K
|
18.2K
$9.17M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
220+ 18.5% |
$79.9K - $94.3K
|
1.41K
$709K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
220+ 3.42% |
$79.9K - $94.3K
|
6.66K
$3.35M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
220+ 10.11% |
$79.9K - $94.3K
|
2.4K
$1.21M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
219+ 10.43% |
$79.5K - $93.8K
|
2.32K
$1.17M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
218+ 21.27% |
$79.1K - $93.4K
|
1.24K
$625K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
214+ 2.0% |
$77.7K - $91.7K
|
10.9K
$5.5M
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
209+ 0.93% |
$75.9K - $89.5K
|
22.6K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
207+ 2.26% |
$75.2K - $88.7K
|
9.36K
$4.71M
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
202+ 0.82% |
$73.3K - $86.5K
|
24.7K
$12.4M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
202+ 21.35% |
$73.3K - $86.5K
|
1.15K
$578K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$72.6K - $85.7K
|
400
$201K
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
195+ 5.79% |
$70.8K - $83.5K
|
3.56K
$1.79M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
194+ 11.14% |
$70.4K - $83.1K
|
1.94K
$974K
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
192+ 2.73% |
$69.7K - $82.3K
|
7.22K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 4.65% |
$69.7K - $82.3K
|
4.32K
$2.18M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
189+ 4.26% |
$68.6K - $81K
|
4.62K
$2.33M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
188+ 16.85% |
$68.3K - $80.5K
|
1.3K
$656K
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
180+ 4.41% |
$65.4K - $77.1K
|
4.26K
$2.14M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
180+ 1.06% |
$65.4K - $77.1K
|
17.2K
$8.64M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
180+ 28.44% |
$65.4K - $77.1K
|
813
$409K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
179+ 0.15% |
$65K - $76.7K
|
122K
$61.2M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
177+ 6.3% |
$64.3K - $75.8K
|
2.99K
$1.5M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
176+ 0.79% |
$63.9K - $75.4K
|
22.5K
$11.3M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
175+ 8.8% |
$63.5K - $75K
|
2.16K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
175+ 1.64% |
$63.5K - $75K
|
10.8K
$5.45M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
174+ 8.17% |
$63.2K - $74.5K
|
2.3K
$1.16M
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
173+ 10.37% |
$62.8K - $74.1K
|
1.84K
$926K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
173+ 19.57% |
$62.8K - $74.1K
|
1.06K
$532K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
170+ 6.07% |
$61.7K - $72.8K
|
2.97K
$1.49M
|