Purchases and Sales Made in Q4 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
461+ 2.72% |
$158K - $204K
|
17.4K
$9.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
460New |
$158K - $203K
|
460
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
459+ 4.77% |
$157K - $203K
|
10.1K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
458New |
$157K - $202K
|
458
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
457+ 13.73% |
$157K - $202K
|
3.79K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
457New |
$157K - $202K
|
457
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
457+ 79.76% |
$157K - $202K
|
1.03K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
457New |
$157K - $202K
|
457
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
456New |
$156K - $201K
|
456
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
455New |
$156K - $201K
|
455
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
454New |
$155K - $201K
|
454
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
449+ 6.63% |
$154K - $198K
|
7.22K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
439+ 8.76% |
$150K - $194K
|
5.45K
$2.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
437+ 2.77% |
$150K - $193K
|
16.2K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
437New |
$150K - $193K
|
437
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
431+ 1.76% |
$148K - $190K
|
24.9K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.13% |
$145K - $186K
|
10.6K
$5.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
416+ 9.29% |
$142K - $184K
|
4.89K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
415+ 0.56% |
$142K - $183K
|
74.5K
$38.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
415+ 1.34% |
$142K - $183K
|
31.4K
$16.2M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
415+ 1.34% |
$142K - $183K
|
31.4K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
410+ 30.42% |
$140K - $181K
|
1.76K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
408+ 3.2% |
$140K - $180K
|
13.1K
$6.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
405+ 0.7% |
$139K - $179K
|
58.2K
$30.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
405+ 0.82% |
$139K - $179K
|
50K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
403+ 3.16% |
$138K - $178K
|
13.2K
$6.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
399+ 0.87% |
$137K - $176K
|
46K
$23.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
399+ 4.58% |
$137K - $176K
|
9.12K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
397New |
$136K - $175K
|
397
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
394+ 5.77% |
$135K - $174K
|
7.22K
$3.74M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
391+ 8.84% |
$134K - $173K
|
4.81K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
387+ 18.17% |
$133K - $171K
|
2.52K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
385+ 0.46% |
$132K - $170K
|
84.1K
$43.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
384+ 3.41% |
$132K - $170K
|
11.7K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
382+ 22.18% |
$131K - $169K
|
2.1K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
378+ 3.53% |
$129K - $167K
|
11.1K
$5.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
373+ 4.0% |
$128K - $165K
|
9.69K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
372+ 8.72% |
$127K - $164K
|
4.64K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
367+ 0.91% |
$126K - $162K
|
40.7K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
366+ 37.01% |
$125K - $162K
|
1.36K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
358+ 9.09% |
$123K - $158K
|
4.3K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
357+ 9.75% |
$122K - $158K
|
4.02K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
355+ 4.68% |
$122K - $157K
|
7.94K
$4.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
353+ 77.24% |
$121K - $156K
|
810
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
352+ 7.24% |
$121K - $156K
|
5.22K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
350+ 19.48% |
$120K - $155K
|
2.15K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
348+ 19.51% |
$119K - $154K
|
2.13K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
343+ 4900.0% |
$117K - $152K
|
350
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
341+ 3.39% |
$117K - $151K
|
10.4K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
335New |
$115K - $148K
|
335
$174K
|