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 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6- 5.5% |
$2.18K - $2.57K
|
103
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 50.0% |
$2.18K - $2.57K
|
6
$3.24K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.84% |
$2.54K - $3K
|
831
$448K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.46% |
$2.54K - $3K
|
1.51K
$817K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-8- 0.38% |
$2.9K - $3.43K
|
2.1K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8- 1.2% |
$2.9K - $3.43K
|
660
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 0.99% |
$2.9K - $3.43K
|
801
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 1.24% |
$2.9K - $3.43K
|
636
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-9- 1.22% |
$3.27K - $3.86K
|
727
$392K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9- 0.61% |
$3.27K - $3.86K
|
1.46K
$786K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.8% |
$3.27K - $3.86K
|
1.12K
$602K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 18.75% |
$3.27K - $3.86K
|
39
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10- 0.32% |
$3.63K - $4.28K
|
3.11K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.36% |
$3.63K - $4.28K
|
2.8K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-10- 0.23% |
$3.63K - $4.28K
|
4.33K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 68.75% |
$3.99K - $4.71K
|
5
$2.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11- 1.62% |
$3.99K - $4.71K
|
667
$360K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11- 1.48% |
$3.99K - $4.71K
|
733
$396K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.21% |
$3.99K - $4.71K
|
5.35K
$2.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 1.54% |
$3.99K - $4.71K
|
701
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11- 0.17% |
$3.99K - $4.71K
|
6.32K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-12- 1.16% |
$4.36K - $5.14K
|
1.02K
$550K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 2.71% |
$4.72K - $5.57K
|
466
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-13- 0.68% |
$4.72K - $5.57K
|
1.9K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-13- 56.52% |
$4.72K - $5.57K
|
10
$5.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13- 1.09% |
$4.72K - $5.57K
|
1.18K
$637K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-13- 1.42% |
$4.72K - $5.57K
|
901
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14- 1.2% |
$5.08K - $6K
|
1.15K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-14- 0.54% |
$5.08K - $6K
|
2.59K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-15- 1.6% |
$5.45K - $6.43K
|
925
$499K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
SELL
|
- |
-15- 0.11% |
$5.45K - $6.43K
|
13K
$7.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 1.91% |
$5.45K - $6.43K
|
772
$417K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-15- 5.08% |
$5.45K - $6.43K
|
280
$151K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-15- 1.07% |
$5.45K - $6.43K
|
1.39K
$750K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-16- 0.4% |
$5.81K - $6.85K
|
3.97K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 1.71% |
$5.81K - $6.85K
|
918
$495K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-16- 1.53% |
$5.81K - $6.85K
|
1.03K
$555K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16- 2.44% |
$5.81K - $6.85K
|
639
$345K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17- 1.19% |
$6.17K - $7.28K
|
1.41K
$763K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-18- 1.17% |
$6.54K - $7.71K
|
1.52K
$821K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-19- 1.4% |
$6.9K - $8.14K
|
1.34K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-19- 0.26% |
$6.9K - $8.14K
|
7.3K
$3.94M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-19- 1.0% |
$6.9K - $8.14K
|
1.87K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-20- 0.24% |
$7.26K - $8.57K
|
8.38K
$4.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 2.81% |
$7.26K - $8.57K
|
691
$373K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-20- 0.78% |
$7.26K - $8.57K
|
2.54K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-20- 0.43% |
$7.26K - $8.57K
|
4.64K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20- 2.45% |
$7.26K - $8.57K
|
796
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 9.62% |
$7.26K - $8.57K
|
188
$101K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21- 5.66% |
$7.62K - $9K
|
350
$189K
|