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
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 22.29% |
$12.7K - $16.3K
|
203
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.9% |
$12.3K - $15.9K
|
4.04K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
36+ 0.25% |
$12.3K - $15.9K
|
14.2K
$7.44M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 4.68% |
$12.3K - $15.9K
|
806
$423K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
35+ 40.7% |
$12K - $15.5K
|
121
$63.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.03% |
$12K - $15.5K
|
3.42K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 1.93% |
$12K - $15.5K
|
1.85K
$969K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35New |
$12K - $15.5K
|
35
$18.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
33+ 5.11% |
$11.3K - $14.6K
|
679
$357K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
33+ 33.0% |
$11.3K - $14.6K
|
133
$69.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
32+ 1.37% |
$11K - $14.1K
|
2.37K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
32+ 0.12% |
$11K - $14.1K
|
26.1K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 9.41% |
$11K - $14.1K
|
372
$195K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 800.0% |
$11K - $14.1K
|
36
$18.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
31+ 0.69% |
$10.6K - $13.7K
|
4.52K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
31+ 1.87% |
$10.6K - $13.7K
|
1.69K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
31+ 2.65% |
$10.6K - $13.7K
|
1.2K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 3.58% |
$10.3K - $13.3K
|
867
$455K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.9% |
$9.93K - $12.8K
|
3.26K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29New |
$9.93K - $12.8K
|
29
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
29+ 7.18% |
$9.93K - $12.8K
|
433
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
28+ 0.12% |
$9.59K - $12.4K
|
22.6K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 3.08% |
$9.59K - $12.4K
|
938
$493K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
27+ 5.84% |
$9.25K - $11.9K
|
489
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 1.16% |
$8.9K - $11.5K
|
2.28K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
26+ 1.53% |
$8.9K - $11.5K
|
1.73K
$907K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$8.9K - $11.5K
|
26
$13.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 32.91% |
$8.9K - $11.5K
|
105
$55.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
26+ 2.21% |
$8.9K - $11.5K
|
1.21K
$633K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 6.81% |
$8.9K - $11.5K
|
408
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 1.71% |
$8.56K - $11K
|
1.49K
$781K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.97% |
$8.56K - $11K
|
2.59K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 64.1% |
$8.56K - $11K
|
64
$33.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25+ 0.66% |
$8.56K - $11K
|
3.84K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
25New |
$8.56K - $11K
|
25
$13.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 8.65% |
$8.56K - $11K
|
314
$165K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24+ 1.8% |
$8.22K - $10.6K
|
1.36K
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
24+ 31.17% |
$8.22K - $10.6K
|
101
$53.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23+ 3.81% |
$7.88K - $10.2K
|
627
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 3.6% |
$7.88K - $10.2K
|
662
$348K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 3.33% |
$7.88K - $10.2K
|
714
$375K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 176.92% |
$7.88K - $10.2K
|
36
$18.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$7.53K - $9.72K
|
22
$11.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 34.43% |
$7.19K - $9.28K
|
82
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21+ 1.11% |
$7.19K - $9.28K
|
1.92K
$1.01M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 2.86% |
$6.85K - $8.84K
|
720
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
20+ 0.21% |
$6.85K - $8.84K
|
9.38K
$4.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
20+ 0.31% |
$6.85K - $8.84K
|
6.38K
$3.35M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20+ 500.0% |
$6.85K - $8.84K
|
24
$12.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.66% |
$6.51K - $8.39K
|
2.89K
$1.52M
|