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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 6.67% |
$1.45K - $1.71K
|
64
$32.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
3+ 0.05% |
$1.09K - $1.29K
|
6.36K
$3.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.29K
|
4.73K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$1.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.18% |
$1.09K - $1.29K
|
1.72K
$863K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3+ 0.09% |
$1.09K - $1.29K
|
3.41K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$1.51K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3+ 0.41% |
$1.09K - $1.29K
|
739
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 2.94% |
$726 - $857
|
70
$35.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$726 - $857
|
2
$1.01K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$726 - $857
|
12.6K
$6.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.11% |
$726 - $857
|
1.76K
$887K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.05% |
$726 - $857
|
3.81K
$1.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.06% |
$726 - $857
|
3.18K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.01% |
$363 - $428
|
8.35K
$4.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$363 - $428
|
830
$418K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$363 - $428
|
1.08K
$543K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.01% |
$363 - $428
|
100
$50.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$363 - $428
|
594
$299K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.18% |
$363 - $428
|
567
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.05% |
$363 - $428
|
1.9K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.39% |
$363 - $428
|
73
$36.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.06% |
$363 - $428
|
1.64K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.44% |
$363 - $428
|
229
$115K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.51% |
$363 - $428
|
196
$98.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1- 0.08% |
$363 - $428
|
1.19K
$599K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 0.13% |
$363 - $428
|
783
$394K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.22% |
$363 - $428
|
44
$22.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1- 0.04% |
$363 - $428
|
2.74K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1- 0.17% |
$363 - $428
|
584
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.07% |
$363 - $428
|
1.34K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 1.03% |
$363 - $428
|
96
$48.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 0.35% |
$726 - $857
|
562
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.49% |
$726 - $857
|
404
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.25% |
$726 - $857
|
791
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- 4.69% |
$1.09K - $1.29K
|
61
$30.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$1.09K - $1.29K
|
2.75K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 2.59% |
$1.09K - $1.29K
|
113
$56.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4- 0.69% |
$1.45K - $1.71K
|
573
$288K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.36% |
$1.45K - $1.71K
|
1.11K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4- 0.36% |
$1.45K - $1.71K
|
1.11K
$560K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4- 0.05% |
$1.45K - $1.71K
|
7.32K
$3.68M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 26.67% |
$1.45K - $1.71K
|
11
$5.53K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.25% |
$1.82K - $2.14K
|
2K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.33% |
$1.82K - $2.14K
|
1.49K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.17% |
$1.82K - $2.14K
|
2.91K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5- 0.01% |
$1.82K - $2.14K
|
55K
$27.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-6- 0.15% |
$2.18K - $2.57K
|
3.88K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6- 0.45% |
$2.18K - $2.57K
|
1.34K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6- 5.5% |
$2.18K - $2.57K
|
103
$51.8K
|