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 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35New |
$12K - $15.5K
|
35
$18.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
33+ 5.11% |
$11.3K - $14.6K
|
679
$352K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
33+ 33.0% |
$11.3K - $14.6K
|
133
$68.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
32+ 1.37% |
$11K - $14.1K
|
2.37K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
32+ 0.12% |
$11K - $14.1K
|
26.1K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 9.41% |
$11K - $14.1K
|
372
$193K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 800.0% |
$11K - $14.1K
|
36
$18.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
31+ 0.69% |
$10.6K - $13.7K
|
4.52K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
31+ 1.87% |
$10.6K - $13.7K
|
1.69K
$874K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
31+ 2.65% |
$10.6K - $13.7K
|
1.2K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 3.58% |
$10.3K - $13.3K
|
867
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.9% |
$9.93K - $12.8K
|
3.26K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29New |
$9.93K - $12.8K
|
29
$15K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
29+ 7.18% |
$9.93K - $12.8K
|
433
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
28+ 0.12% |
$9.59K - $12.4K
|
22.6K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 3.08% |
$9.59K - $12.4K
|
938
$486K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
27+ 5.84% |
$9.25K - $11.9K
|
489
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 1.16% |
$8.9K - $11.5K
|
2.28K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
26+ 1.53% |
$8.9K - $11.5K
|
1.73K
$895K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$8.9K - $11.5K
|
26
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 32.91% |
$8.9K - $11.5K
|
105
$54.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
26+ 2.21% |
$8.9K - $11.5K
|
1.21K
$624K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 6.81% |
$8.9K - $11.5K
|
408
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 1.71% |
$8.56K - $11K
|
1.49K
$771K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.97% |
$8.56K - $11K
|
2.59K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 64.1% |
$8.56K - $11K
|
64
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25+ 0.66% |
$8.56K - $11K
|
3.84K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
25New |
$8.56K - $11K
|
25
$13K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 8.65% |
$8.56K - $11K
|
314
$163K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24+ 1.8% |
$8.22K - $10.6K
|
1.36K
$703K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
24+ 31.17% |
$8.22K - $10.6K
|
101
$52.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23+ 3.81% |
$7.88K - $10.2K
|
627
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 3.6% |
$7.88K - $10.2K
|
662
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 3.33% |
$7.88K - $10.2K
|
714
$370K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 176.92% |
$7.88K - $10.2K
|
36
$18.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$7.53K - $9.72K
|
22
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 34.43% |
$7.19K - $9.28K
|
82
$42.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21+ 1.11% |
$7.19K - $9.28K
|
1.92K
$995K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 2.86% |
$6.85K - $8.84K
|
720
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
20+ 0.21% |
$6.85K - $8.84K
|
9.38K
$4.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
20+ 0.31% |
$6.85K - $8.84K
|
6.38K
$3.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20+ 500.0% |
$6.85K - $8.84K
|
24
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.66% |
$6.51K - $8.39K
|
2.89K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
19+ 1.01% |
$6.51K - $8.39K
|
1.9K
$984K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
19+ 0.38% |
$6.51K - $8.39K
|
5.03K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
19+ 1.34% |
$6.51K - $8.39K
|
1.44K
$746K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19+ 0.89% |
$6.51K - $8.39K
|
2.14K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
19+ 2.3% |
$6.51K - $8.39K
|
845
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 0.47% |
$6.51K - $8.39K
|
4.05K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
18+ 3.28% |
$6.16K - $7.95K
|
567
$294K
|