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 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
18+ 1.13% |
$6.16K - $7.95K
|
1.6K
$831K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18+ 100.0% |
$6.16K - $7.95K
|
36
$18.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18+ 0.78% |
$6.16K - $7.95K
|
2.31K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 1.52% |
$6.16K - $7.95K
|
1.2K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
18New |
$6.16K - $7.95K
|
18
$9.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.97% |
$6.16K - $7.95K
|
1.87K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$5.82K - $7.51K
|
4.91K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
17+ 2.36% |
$5.82K - $7.51K
|
736
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17+ 0.43% |
$5.82K - $7.51K
|
3.94K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$5.82K - $7.51K
|
17
$8.81K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$5.82K - $7.51K
|
17
$8.81K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
16+ 10.67% |
$5.48K - $7.07K
|
166
$86K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 0.19% |
$5.48K - $7.07K
|
8.37K
$4.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 1.38% |
$5.48K - $7.07K
|
1.17K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16+ 0.9% |
$5.48K - $7.07K
|
1.79K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16+ 2.34% |
$5.48K - $7.07K
|
699
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$5.14K - $6.63K
|
15
$7.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 1.36% |
$5.14K - $6.63K
|
1.12K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
15+ 0.99% |
$5.14K - $6.63K
|
1.54K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 20.55% |
$5.14K - $6.63K
|
88
$45.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.14K - $6.63K
|
15
$7.77K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15+ 1.66% |
$5.14K - $6.63K
|
921
$477K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 1.16% |
$4.79K - $6.19K
|
1.23K
$635K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
14+ 0.61% |
$4.79K - $6.19K
|
2.32K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14New |
$4.79K - $6.19K
|
14
$7.25K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14+ 0.89% |
$4.79K - $6.19K
|
1.6K
$827K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$4.79K - $6.19K
|
14
$7.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
13+ 0.51% |
$4.45K - $5.74K
|
2.56K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 2.29% |
$4.45K - $5.74K
|
581
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 2.17% |
$4.45K - $5.74K
|
611
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 6.91% |
$4.45K - $5.74K
|
201
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
13+ 0.26% |
$4.45K - $5.74K
|
4.93K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13New |
$4.45K - $5.74K
|
13
$6.74K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$4.45K - $5.74K
|
13
$6.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
12+ 1.49% |
$4.11K - $5.3K
|
816
$423K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 0.19% |
$3.77K - $4.86K
|
5.75K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 1.15% |
$3.77K - $4.86K
|
966
$501K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11+ 0.29% |
$3.77K - $4.86K
|
3.81K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
11+ 1.51% |
$3.77K - $4.86K
|
738
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11New |
$3.77K - $4.86K
|
11
$5.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
11+ 3.28% |
$3.77K - $4.86K
|
346
$179K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 1.3% |
$3.77K - $4.86K
|
856
$444K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
10+ 1.74% |
$3.42K - $4.42K
|
585
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.29% |
$3.42K - $4.42K
|
3.49K
$1.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10+ 0.59% |
$3.42K - $4.42K
|
1.69K
$877K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 6.13% |
$3.42K - $4.42K
|
173
$89.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.95% |
$3.42K - $4.42K
|
1.07K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 1.5% |
$3.42K - $4.42K
|
678
$351K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 1.12% |
$3.08K - $3.98K
|
812
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
9+ 9.57% |
$3.08K - $3.98K
|
103
$53.4K
|