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 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30+ 0.95% |
$10.9K - $12.9K
|
3.18K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
29+ 0.17% |
$10.5K - $12.4K
|
17.4K
$9.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 0.84% |
$10.5K - $12.4K
|
3.48K
$1.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
28+ 57.14% |
$10.2K - $12K
|
77
$39.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
28+ 2.23% |
$10.2K - $12K
|
1.28K
$664K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27+ 1.77% |
$9.8K - $11.6K
|
1.55K
$803K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 45.76% |
$9.8K - $11.6K
|
86
$44.5K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
27+ 1.11% |
$9.8K - $11.6K
|
2.46K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26New |
$9.44K - $11.1K
|
26
$13.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
26+ 1.0% |
$9.44K - $11.1K
|
2.64K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
26+ 4.22% |
$9.44K - $11.1K
|
642
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 3.54% |
$9.44K - $11.1K
|
761
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 2.8% |
$9.44K - $11.1K
|
955
$495K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
26+ 1.87% |
$9.44K - $11.1K
|
1.42K
$734K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
26+ 1.11% |
$9.44K - $11.1K
|
2.37K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.73% |
$9.08K - $10.7K
|
1.47K
$760K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
25New |
$9.08K - $10.7K
|
25
$12.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
25+ 1.3% |
$9.08K - $10.7K
|
1.95K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
25+ 0.8% |
$9.08K - $10.7K
|
3.14K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.02% |
$9.08K - $10.7K
|
165K
$85.7M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.02% |
$9.08K - $10.7K
|
165K
$85.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
24+ 1.63% |
$8.71K - $10.3K
|
1.49K
$773K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24+ 1.06% |
$8.71K - $10.3K
|
2.3K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
22+ 2.12% |
$7.99K - $9.43K
|
1.06K
$548K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22+ 91.67% |
$7.99K - $9.43K
|
46
$23.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
22+ 0.19% |
$7.99K - $9.43K
|
11.8K
$6.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
22New |
$7.99K - $9.43K
|
22
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22+ 2.25% |
$7.99K - $9.43K
|
999
$517K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$7.62K - $9K
|
21
$10.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
21+ 0.08% |
$7.62K - $9K
|
27.1K
$14M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
21+ 1.34% |
$7.62K - $9K
|
1.59K
$821K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.42% |
$7.26K - $8.57K
|
604
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.39% |
$7.26K - $8.57K
|
5.16K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
19+ 0.46% |
$6.9K - $8.14K
|
4.11K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
19+ 1.64% |
$6.9K - $8.14K
|
1.18K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
17+ 4.84% |
$6.17K - $7.28K
|
368
$191K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17+ 0.29% |
$6.17K - $7.28K
|
5.96K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.25% |
$6.17K - $7.28K
|
6.83K
$3.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17+ 0.08% |
$6.17K - $7.28K
|
22.2K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
16+ 2.6% |
$5.81K - $6.85K
|
631
$327K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16+ 1.24% |
$5.81K - $6.85K
|
1.31K
$678K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 160.0% |
$5.81K - $6.85K
|
26
$13.5K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.83% |
$5.81K - $6.85K
|
1.95K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
16+ 0.94% |
$5.81K - $6.85K
|
1.72K
$889K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
15+ 0.02% |
$5.45K - $6.43K
|
79.5K
$41.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 4.62% |
$5.45K - $6.43K
|
340
$176K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
14+ 0.13% |
$5.08K - $6K
|
11K
$5.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 1.66% |
$5.08K - $6K
|
858
$444K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14+ 21.54% |
$5.08K - $6K
|
79
$40.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14+ 0.79% |
$5.08K - $6K
|
1.78K
$920K
|