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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
334+ 3.03% |
$114K - $148K
|
11.4K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
317+ 8.55% |
$109K - $140K
|
4.02K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
314+ 10.57% |
$108K - $139K
|
3.29K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
312+ 46.29% |
$107K - $138K
|
986
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
311+ 7.88% |
$107K - $137K
|
4.26K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
310+ 6.54% |
$106K - $137K
|
5.05K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
309+ 0.56% |
$106K - $137K
|
55.6K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
297+ 19.6% |
$102K - $131K
|
1.81K
$939K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
296+ 3.16% |
$101K - $131K
|
9.66K
$5.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
292+ 0.37% |
$100K - $129K
|
79.8K
$41.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
285+ 7.57% |
$97.6K - $126K
|
4.05K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
284New |
$97.3K - $125K
|
284
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
282New |
$96.6K - $125K
|
282
$146K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
269+ 2.51% |
$92.1K - $119K
|
11K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
265+ 1.07% |
$90.8K - $117K
|
25K
$12.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
261+ 1.24% |
$89.4K - $115K
|
21.4K
$11.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
261+ 21.0% |
$89.4K - $115K
|
1.5K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
260+ 3.61% |
$89K - $115K
|
7.47K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
259+ 22.92% |
$88.7K - $114K
|
1.39K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
258+ 41.61% |
$88.4K - $114K
|
878
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
256+ 21.09% |
$87.7K - $113K
|
1.47K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
252+ 3.19% |
$86.3K - $111K
|
8.15K
$4.22M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 1.75% |
$85.3K - $110K
|
14.5K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
246New |
$84.3K - $109K
|
246
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
245+ 8.77% |
$83.9K - $108K
|
3.04K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
241+ 19.95% |
$82.5K - $106K
|
1.45K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
237+ 3.09% |
$81.2K - $105K
|
7.91K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
237+ 13.88% |
$81.2K - $105K
|
1.95K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
236+ 2.86% |
$80.8K - $104K
|
8.48K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
230+ 1.9% |
$78.8K - $102K
|
12.3K
$6.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
229+ 3.17% |
$78.4K - $101K
|
7.46K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
227+ 11.02% |
$77.7K - $100K
|
2.29K
$1.18M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
221+ 3.04% |
$75.7K - $97.6K
|
7.49K
$3.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
220New |
$75.3K - $97.2K
|
220
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
215+ 0.96% |
$73.6K - $95K
|
22.7K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
214+ 31.33% |
$73.3K - $94.6K
|
897
$465K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
214+ 31.33% |
$73.3K - $94.6K
|
897
$465K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
213+ 3.7% |
$72.9K - $94.1K
|
5.97K
$3.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
210+ 4.03% |
$71.9K - $92.8K
|
5.42K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208+ 12.29% |
$71.2K - $91.9K
|
1.9K
$985K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
207+ 13.14% |
$70.9K - $91.5K
|
1.78K
$923K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
207+ 1.14% |
$70.9K - $91.5K
|
18.4K
$9.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
206+ 6.58% |
$70.6K - $91K
|
3.34K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
204+ 18.51% |
$69.9K - $90.1K
|
1.31K
$677K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
203+ 11.12% |
$69.5K - $89.7K
|
2.03K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
200+ 14.19% |
$68.5K - $88.4K
|
1.61K
$834K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
198+ 42.49% |
$67.8K - $87.5K
|
664
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
196+ 753.85% |
$67.1K - $86.6K
|
222
$115K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
183+ 23.64% |
$62.7K - $80.9K
|
957
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
183+ 9.95% |
$62.7K - $80.9K
|
2.02K
$1.05M
|