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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
183+ 9.95% |
$62.7K - $80.9K
|
2.02K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
182+ 0.73% |
$62.3K - $80.4K
|
25.3K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
178+ 4.35% |
$61K - $78.6K
|
4.27K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
178+ 2.5% |
$61K - $78.6K
|
7.29K
$3.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
169+ 3.14% |
$57.9K - $74.7K
|
5.55K
$2.87M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
169+ 8.65% |
$57.9K - $74.7K
|
2.12K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
168+ 5.79% |
$57.5K - $74.2K
|
3.07K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
168+ 13.19% |
$57.5K - $74.2K
|
1.44K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
165+ 11.54% |
$56.5K - $72.9K
|
1.6K
$827K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 3.59% |
$56.5K - $72.9K
|
4.77K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
160+ 6.67% |
$54.8K - $70.7K
|
2.56K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 1.86% |
$54.8K - $70.7K
|
8.77K
$4.54M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
158+ 183.72% |
$54.1K - $69.8K
|
244
$126K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$51.4K - $66.3K
|
150
$77.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
146+ 9.8% |
$50K - $64.5K
|
1.64K
$848K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
144+ 9.54% |
$49.3K - $63.6K
|
1.65K
$857K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 13.85% |
$49.3K - $63.6K
|
1.18K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
141+ 2.5% |
$48.3K - $62.3K
|
5.77K
$2.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
140+ 8.55% |
$47.9K - $61.9K
|
1.78K
$921K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
135+ 13.37% |
$46.2K - $59.6K
|
1.15K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
135+ 1.32% |
$46.2K - $59.6K
|
10.4K
$5.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
134+ 21.72% |
$45.9K - $59.2K
|
751
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
130+ 14.49% |
$44.5K - $57.4K
|
1.03K
$532K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
129+ 11.24% |
$44.2K - $57K
|
1.28K
$662K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
126+ 0.29% |
$43.2K - $55.7K
|
43.9K
$22.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
124+ 5.23% |
$42.5K - $54.8K
|
2.5K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
120+ 8.49% |
$41.1K - $53K
|
1.53K
$795K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
120+ 5.25% |
$41.1K - $53K
|
2.41K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
119+ 6.94% |
$40.8K - $52.6K
|
1.83K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
116+ 3.04% |
$39.7K - $51.3K
|
3.93K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
114+ 6.19% |
$39K - $50.4K
|
1.96K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113+ 10.46% |
$38.7K - $49.9K
|
1.19K
$618K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
111+ 5.8% |
$38K - $49K
|
2.03K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
109+ 311.43% |
$37.3K - $48.2K
|
144
$74.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
109+ 13.18% |
$37.3K - $48.2K
|
936
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
109+ 17.93% |
$37.3K - $48.2K
|
717
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
105New |
$36K - $46.4K
|
105
$54.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
103+ 2.06% |
$35.3K - $45.5K
|
5.11K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
101+ 5.2% |
$34.6K - $44.6K
|
2.04K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
100+ 0.2% |
$34.2K - $44.2K
|
50.8K
$26.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 8.54% |
$33.6K - $43.3K
|
1.25K
$646K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
97New |
$33.2K - $42.9K
|
97
$50.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
97+ 10.89% |
$33.2K - $42.9K
|
988
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
96New |
$32.9K - $42.4K
|
96
$49.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
95New |
$32.5K - $42K
|
95
$49.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
95New |
$32.5K - $42K
|
95
$49.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
94+ 4.97% |
$32.2K - $41.5K
|
1.98K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
92+ 1.23% |
$31.5K - $40.6K
|
7.55K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 0.44% |
$30.8K - $39.8K
|
20.5K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.41% |
$30.8K - $39.8K
|
22.3K
$11.6M
|