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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.06% |
$4.11K - $5.3K
|
18.9K
$9.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 0.33% |
$4.11K - $5.3K
|
3.59K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-12- 3.26% |
$4.11K - $5.3K
|
356
$184K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13- 0.06% |
$4.45K - $5.74K
|
22.5K
$11.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-13- 0.08% |
$4.45K - $5.74K
|
16.2K
$8.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.95% |
$4.45K - $5.74K
|
1.35K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-13- 0.36% |
$4.45K - $5.74K
|
3.57K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-14- 1.18% |
$4.79K - $6.19K
|
1.17K
$607K
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-14- 9.33% |
$4.79K - $6.19K
|
136
$70.4K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 2.18% |
$5.14K - $6.63K
|
672
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-15- 0.23% |
$5.14K - $6.63K
|
6.54K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-15- 0.46% |
$5.14K - $6.63K
|
3.22K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-15Closed |
$5.14K - $6.63K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-16- 0.63% |
$5.48K - $7.07K
|
2.51K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-16- 1.13% |
$5.48K - $7.07K
|
1.4K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-16- 0.46% |
$5.48K - $7.07K
|
3.44K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-16- 0.83% |
$5.48K - $7.07K
|
1.92K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-16- 0.93% |
$5.48K - $7.07K
|
1.7K
$880K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-17- 0.22% |
$5.82K - $7.51K
|
7.62K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17- 0.17% |
$5.82K - $7.51K
|
10.3K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-18- 0.76% |
$6.16K - $7.95K
|
2.35K
$1.22M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.28% |
$6.16K - $7.95K
|
6.38K
$3.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-20- 1.01% |
$6.85K - $8.84K
|
1.95K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-20- 2.41% |
$6.85K - $8.84K
|
810
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-20- 5.0% |
$6.85K - $8.84K
|
380
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.27% |
$6.85K - $8.84K
|
7.39K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-20- 1.79% |
$6.85K - $8.84K
|
1.1K
$570K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-21- 1.19% |
$7.19K - $9.28K
|
1.74K
$902K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-21- 3.0% |
$7.19K - $9.28K
|
680
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-22- 1.85% |
$7.53K - $9.72K
|
1.17K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-22- 2.89% |
$7.53K - $9.72K
|
739
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-23- 3.44% |
$7.88K - $10.2K
|
645
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-23- 3.14% |
$7.88K - $10.2K
|
710
$368K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-23- 2.02% |
$7.88K - $10.2K
|
1.11K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-24- 1.64% |
$8.22K - $10.6K
|
1.44K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-24- 2.27% |
$8.22K - $10.6K
|
1.04K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-24- 0.65% |
$8.22K - $10.6K
|
3.68K
$1.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-25- 0.1% |
$8.56K - $11K
|
24.1K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-25- 1.19% |
$8.56K - $11K
|
2.07K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 22.12% |
$8.56K - $11K
|
88
$45.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-25- 0.23% |
$8.56K - $11K
|
10.8K
$5.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25- 2.44% |
$8.56K - $11K
|
1K
$518K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 7.96% |
$8.56K - $11K
|
289
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26- 2.09% |
$8.9K - $11.5K
|
1.22K
$632K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-28Closed |
$9.59K - $12.4K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-29- 5.81% |
$9.93K - $12.8K
|
470
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-30- 1.71% |
$10.3K - $13.3K
|
1.73K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-30- 0.45% |
$10.3K - $13.3K
|
6.63K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30- 2.03% |
$10.3K - $13.3K
|
1.45K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-30- 0.49% |
$10.3K - $13.3K
|
6.14K
$3.18M
|