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 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 2.37% |
$16.7K - $19.7K
|
1.89K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-47- 5.23% |
$17.1K - $20.1K
|
852
$452K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-47- 5.52% |
$17.1K - $20.1K
|
804
$427K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-48- 3.87% |
$17.4K - $20.6K
|
1.19K
$632K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-48- 5.99% |
$17.4K - $20.6K
|
753
$400K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 1.1% |
$18.2K - $21.4K
|
4.48K
$2.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-50- 0.96% |
$18.2K - $21.4K
|
5.14K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-50- 0.55% |
$18.2K - $21.4K
|
9K
$4.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50- 0.47% |
$18.2K - $21.4K
|
10.6K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-50- 0.84% |
$18.2K - $21.4K
|
5.92K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-50- 1.4% |
$18.2K - $21.4K
|
3.52K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 1.29% |
$18.2K - $21.4K
|
3.81K
$2.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-51- 6.26% |
$18.5K - $21.8K
|
764
$406K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-52- 65.0% |
$18.9K - $22.3K
|
28
$14.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-54- 3.67% |
$19.6K - $23.1K
|
1.42K
$752K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-57- 5.89% |
$20.7K - $24.4K
|
910
$483K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-57- 8.26% |
$20.7K - $24.4K
|
633
$336K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-58- 0.22% |
$21.1K - $24.8K
|
26K
$13.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-59- 3.76% |
$21.4K - $25.3K
|
1.51K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-59- 0.79% |
$21.4K - $25.3K
|
7.41K
$3.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-60- 4.73% |
$21.8K - $25.7K
|
1.21K
$641K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-60- 9.12% |
$21.8K - $25.7K
|
598
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-62- 0.28% |
$22.5K - $26.6K
|
22.5K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-62- 4.58% |
$22.5K - $26.6K
|
1.29K
$686K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-64- 2.72% |
$23.2K - $27.4K
|
2.29K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-64Closed |
$23.2K - $27.4K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-65- 3.72% |
$23.6K - $27.8K
|
1.68K
$893K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-65- 5.27% |
$23.6K - $27.8K
|
1.17K
$621K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-67- 1.97% |
$24.3K - $28.7K
|
3.33K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-67- 0.07% |
$24.3K - $28.7K
|
101K
$53.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-68- 3.06% |
$24.7K - $29.1K
|
2.15K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 53.44% |
$25.4K - $30K
|
61
$32.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-71- 4.4% |
$25.8K - $30.4K
|
1.54K
$819K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-71- 8.82% |
$25.8K - $30.4K
|
734
$390K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-74- 10.44% |
$26.9K - $31.7K
|
635
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-74- 2.03% |
$26.9K - $31.7K
|
3.58K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-76- 1.07% |
$27.6K - $32.6K
|
7K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-76- 0.73% |
$27.6K - $32.6K
|
10.3K
$5.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-77- 20.16% |
$28K - $33K
|
305
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-78- 1.17% |
$28.3K - $33.4K
|
6.59K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-78- 0.16% |
$28.3K - $33.4K
|
49.6K
$26.3M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-80- 11.68% |
$29K - $34.3K
|
605
$321K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-81- 5.08% |
$29.4K - $34.7K
|
1.51K
$803K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-83- 1.99% |
$30.1K - $35.6K
|
4.09K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-85- 4.47% |
$30.9K - $36.4K
|
1.82K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-85- 2.97% |
$30.9K - $36.4K
|
2.78K
$1.48M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-85- 4.47% |
$30.9K - $36.4K
|
1.82K
$965K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-87- 0.74% |
$31.6K - $37.3K
|
11.7K
$6.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-88- 2.2% |
$31.9K - $37.7K
|
3.92K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 25.42% |
$32.7K - $38.6K
|
264
$140K
|