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 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.11KNew |
$402K - $475K
|
1.11K
$557K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 6.88% |
$399K - $471K
|
17.1K
$8.6M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08KNew |
$392K - $463K
|
1.08K
$543K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.07KNew |
$388K - $458K
|
1.07K
$538K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 2.39% |
$380K - $449K
|
44.8K
$22.5M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.04KNew |
$377K - $445K
|
1.04K
$522K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 13.18% |
$375K - $443K
|
8.88K
$4.47M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 170.08% |
$374K - $441K
|
1.63K
$822K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.03KNew |
$372K - $440K
|
1.03K
$516K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 99.71% |
$371K - $438K
|
2.05K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.01K+ 13.94% |
$366K - $432K
|
8.24K
$4.15M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 21.43% |
$365K - $431K
|
5.7K
$2.87M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
985+ 117.82% |
$358K - $422K
|
1.82K
$916K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
983+ 5.83% |
$357K - $421K
|
17.8K
$8.98M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
982+ 27.59% |
$357K - $421K
|
4.54K
$2.28M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
980+ 2.49% |
$356K - $420K
|
40.3K
$20.3M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
970+ 30.22% |
$352K - $416K
|
4.18K
$2.1M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
968+ 13.91% |
$351K - $415K
|
7.93K
$3.99M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
967+ 819.49% |
$351K - $414K
|
1.09K
$546K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
958+ 13.12% |
$348K - $410K
|
8.26K
$4.16M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
957+ 2.26% |
$347K - $410K
|
43.3K
$21.8M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
952New |
$346K - $408K
|
952
$479K
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
951+ 1.18% |
$345K - $407K
|
81.6K
$41.1M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
947+ 56.37% |
$344K - $406K
|
2.63K
$1.32M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
933+ 11.01% |
$339K - $400K
|
9.41K
$4.73M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
929+ 24.4% |
$337K - $398K
|
4.74K
$2.38M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
906+ 7.63% |
$329K - $388K
|
12.8K
$6.43M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
904+ 86.1% |
$328K - $387K
|
1.95K
$983K
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
870+ 8.05% |
$316K - $373K
|
11.7K
$5.87M
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
869+ 89.5% |
$315K - $372K
|
1.84K
$926K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
869+ 89.5% |
$315K - $372K
|
1.84K
$926K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
865+ 44.34% |
$314K - $371K
|
2.82K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
860+ 41.81% |
$312K - $368K
|
2.92K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
852New |
$309K - $365K
|
852
$429K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
844+ 8.76% |
$306K - $362K
|
10.5K
$5.27M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
823+ 16.38% |
$299K - $353K
|
5.85K
$2.94M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
823+ 6.42% |
$299K - $353K
|
13.6K
$6.87M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
820+ 7.86% |
$298K - $351K
|
11.3K
$5.66M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
810+ 6.32% |
$294K - $347K
|
13.6K
$6.85M
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
808New |
$293K - $346K
|
808
$407K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
808+ 19.61% |
$293K - $346K
|
4.93K
$2.48M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
805+ 31.98% |
$292K - $345K
|
3.32K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
801+ 8.65% |
$291K - $343K
|
10.1K
$5.06M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
798+ 3.48% |
$290K - $342K
|
23.7K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
794+ 11.7% |
$288K - $340K
|
7.58K
$3.81M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
780+ 0.67% |
$283K - $334K
|
117K
$59.1M
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
774New |
$281K - $332K
|
774
$389K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
770New |
$280K - $330K
|
770
$387K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
750New |
$272K - $321K
|
750
$377K
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
750New |
$272K - $321K
|
750
$377K
|