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 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-30- 0.65% |
$10.3K - $13.3K
|
4.57K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-31- 3.05% |
$10.6K - $13.7K
|
986
$518K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-32- 1.02% |
$11K - $14.1K
|
3.11K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-32- 1.09% |
$11K - $14.1K
|
2.91K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-33- 4.38% |
$11.3K - $14.6K
|
720
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-34- 0.74% |
$11.6K - $15K
|
4.53K
$2.38M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 45.95% |
$11.6K - $15K
|
40
$21K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-37- 6.05% |
$12.7K - $16.3K
|
575
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 1.39% |
$12.7K - $16.3K
|
2.62K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-38- 0.9% |
$13K - $16.8K
|
4.18K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-39- 0.42% |
$13.4K - $17.2K
|
9.22K
$4.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-40- 2.45% |
$13.7K - $17.7K
|
1.6K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-40- 2.32% |
$13.7K - $17.7K
|
1.68K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.1% |
$14.4K - $18.6K
|
43.7K
$23M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-43- 1.24% |
$14.7K - $19K
|
3.43K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-44- 0.74% |
$15.1K - $19.4K
|
5.94K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-44- 3.65% |
$15.1K - $19.4K
|
1.16K
$611K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-45- 3.83% |
$15.4K - $19.9K
|
1.13K
$594K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 5.01% |
$16.1K - $20.8K
|
891
$468K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 27.98% |
$16.1K - $20.8K
|
121
$63.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-48- 2.23% |
$16.4K - $21.2K
|
2.11K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-49- 4.4% |
$16.8K - $21.7K
|
1.07K
$560K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-49- 0.57% |
$16.8K - $21.7K
|
8.58K
$4.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-49- 1.54% |
$16.8K - $21.7K
|
3.13K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-50- 2.64% |
$17.1K - $22.1K
|
1.85K
$969K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-50- 3.65% |
$17.1K - $22.1K
|
1.32K
$693K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-50- 5.41% |
$17.1K - $22.1K
|
875
$460K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50- 2.04% |
$17.1K - $22.1K
|
2.41K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-50- 2.64% |
$17.1K - $22.1K
|
1.85K
$969K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-50- 8.58% |
$17.1K - $22.1K
|
533
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-50- 1.0% |
$17.1K - $22.1K
|
4.96K
$2.61M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-50- 5.55% |
$17.1K - $22.1K
|
851
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-52- 72.22% |
$17.8K - $23K
|
20
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-53- 4.13% |
$18.2K - $23.4K
|
1.23K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-53- 3.14% |
$18.2K - $23.4K
|
1.63K
$858K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-53- 4.93% |
$18.2K - $23.4K
|
1.02K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-54- 6.87% |
$18.5K - $23.9K
|
732
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-55- 0.3% |
$18.8K - $24.3K
|
18.4K
$9.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-56- 0.3% |
$19.2K - $24.7K
|
18.7K
$9.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-57- 2.23% |
$19.5K - $25.2K
|
2.5K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-57- 8.2% |
$19.5K - $25.2K
|
638
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-58- 1.48% |
$19.9K - $25.6K
|
3.86K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-59- 6.92% |
$20.2K - $26.1K
|
793
$417K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-59- 1.36% |
$20.2K - $26.1K
|
4.27K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-60- 1.69% |
$20.5K - $26.5K
|
3.5K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-60- 2.26% |
$20.5K - $26.5K
|
2.59K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-61- 0.05% |
$20.9K - $27K
|
117K
$61.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-61- 10.61% |
$20.9K - $27K
|
514
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-63- 3.64% |
$21.6K - $27.8K
|
1.67K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-64- 1.75% |
$21.9K - $28.3K
|
3.58K
$1.88M
|