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 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
51+ 7.75% |
$17.5K - $22.5K
|
709
$367K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$17.5K - $22.5K
|
51
$26.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
50+ 200.0% |
$17.1K - $22.1K
|
75
$38.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 5.27% |
$17.1K - $22.1K
|
999
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50+ 0.44% |
$17.1K - $22.1K
|
11.3K
$5.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 7.5% |
$16.8K - $21.7K
|
702
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
49+ 1.3% |
$16.8K - $21.7K
|
3.82K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
49+ 6.8% |
$16.8K - $21.7K
|
770
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49+ 0.07% |
$16.8K - $21.7K
|
68.6K
$35.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
49+ 8.61% |
$16.8K - $21.7K
|
618
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 1.89% |
$16.8K - $21.7K
|
2.64K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$16.8K - $21.7K
|
49
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
48+ 1.35% |
$16.4K - $21.2K
|
3.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
48New |
$16.4K - $21.2K
|
48
$24.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 1.71% |
$16.1K - $20.8K
|
2.79K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
47+ 48.45% |
$16.1K - $20.8K
|
144
$74.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47+ 2.78% |
$16.1K - $20.8K
|
1.74K
$901K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
46+ 4.83% |
$15.8K - $20.3K
|
998
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
46+ 11.92% |
$15.8K - $20.3K
|
432
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
45+ 4.81% |
$15.4K - $19.9K
|
980
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
45+ 1.43% |
$15.4K - $19.9K
|
3.18K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45+ 3.8% |
$15.4K - $19.9K
|
1.23K
$637K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
44+ 2.72% |
$15.1K - $19.4K
|
1.66K
$862K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
44+ 3.45% |
$15.1K - $19.4K
|
1.32K
$685K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
44+ 33.33% |
$15.1K - $19.4K
|
176
$91.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
44+ 0.43% |
$15.1K - $19.4K
|
10.3K
$5.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
42+ 1.03% |
$14.4K - $18.6K
|
4.14K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
42+ 3.51% |
$14.4K - $18.6K
|
1.24K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
42New |
$14.4K - $18.6K
|
42
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
42+ 0.21% |
$14.4K - $18.6K
|
19.7K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
41+ 6.39% |
$14K - $18.1K
|
683
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 5.3% |
$14K - $18.1K
|
814
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
41+ 0.98% |
$14K - $18.1K
|
4.22K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
41+ 4.02% |
$14K - $18.1K
|
1.06K
$549K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40+ 13.11% |
$13.7K - $17.7K
|
345
$179K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
40+ 2.28% |
$13.7K - $17.7K
|
1.79K
$929K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
40New |
$13.7K - $17.7K
|
40
$20.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
40New |
$13.7K - $17.7K
|
40
$20.7K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
40+ 0.5% |
$13.7K - $17.7K
|
8.02K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$13.4K - $17.2K
|
39
$20.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
38+ 16.59% |
$13K - $16.8K
|
267
$138K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
38+ 1.07% |
$13K - $16.8K
|
3.6K
$1.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
37+ 7.76% |
$12.7K - $16.3K
|
514
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 22.29% |
$12.7K - $16.3K
|
203
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.9% |
$12.3K - $15.9K
|
4.04K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
36+ 0.25% |
$12.3K - $15.9K
|
14.2K
$7.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 4.68% |
$12.3K - $15.9K
|
806
$418K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
35+ 40.7% |
$12K - $15.5K
|
121
$62.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.03% |
$12K - $15.5K
|
3.42K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 1.93% |
$12K - $15.5K
|
1.85K
$956K
|