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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 2.84% |
$35.6K - $46K
|
3.56K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-105- 3.51% |
$36K - $46.4K
|
2.88K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-106- 13.54% |
$36.3K - $46.8K
|
677
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-106- 0.25% |
$36.3K - $46.8K
|
42.1K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-107- 0.32% |
$36.6K - $47.3K
|
33.5K
$17.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-108- 19.08% |
$37K - $47.7K
|
458
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-110- 2.37% |
$37.7K - $48.6K
|
4.53K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-110- 16.64% |
$37.7K - $48.6K
|
551
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-110- 5.85% |
$37.7K - $48.6K
|
1.77K
$906K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-112- 0.35% |
$38.4K - $49.5K
|
32.1K
$16.4M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-112- 0.67% |
$38.4K - $49.5K
|
16.6K
$8.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-114- 5.18% |
$39K - $50.4K
|
2.09K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-115- 9.49% |
$39.4K - $50.8K
|
1.1K
$562K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-118- 0.21% |
$40.4K - $52.1K
|
56.8K
$29.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-120- 0.15% |
$41.1K - $53K
|
81.4K
$41.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-120- 46.15% |
$41.1K - $53K
|
140
$71.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-123- 3.88% |
$42.1K - $54.3K
|
3.05K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-123- 15.36% |
$42.1K - $54.3K
|
678
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-128- 8.6% |
$43.8K - $56.6K
|
1.36K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-129- 0.91% |
$44.2K - $57K
|
14K
$7.18M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-130- 7.45% |
$44.5K - $57.4K
|
1.62K
$827K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-131- 9.25% |
$44.9K - $57.9K
|
1.29K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-131- 8.66% |
$44.9K - $57.9K
|
1.38K
$708K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-131- 8.66% |
$44.9K - $57.9K
|
1.38K
$708K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-132- 2.81% |
$45.2K - $58.3K
|
4.57K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-135- 2.16% |
$46.2K - $59.6K
|
6.13K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-140- 93.33% |
$47.9K - $61.9K
|
10
$5.12K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-142- 12.2% |
$48.6K - $62.7K
|
1.02K
$524K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-143- 14.61% |
$49K - $63.2K
|
836
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-143- 1.84% |
$49K - $63.2K
|
7.63K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-143- 11.07% |
$49K - $63.2K
|
1.15K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-144- 1.23% |
$49.3K - $63.6K
|
11.5K
$5.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-146- 9.21% |
$50K - $64.5K
|
1.44K
$737K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-149- 11.72% |
$51K - $65.8K
|
1.12K
$575K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-150- 17.16% |
$51.4K - $66.3K
|
724
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-150- 18.18% |
$51.4K - $66.3K
|
675
$346K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-150- 1.66% |
$51.4K - $66.3K
|
8.89K
$4.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-153- 18.82% |
$52.4K - $67.6K
|
660
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-155- 2.02% |
$53.1K - $68.5K
|
7.52K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-155- 8.76% |
$53.1K - $68.5K
|
1.62K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-172- 0.55% |
$58.9K - $76K
|
31.1K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-174- 0.48% |
$59.6K - $76.9K
|
35.7K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-175- 5.7% |
$59.9K - $77.3K
|
2.89K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-176- 7.16% |
$60.3K - $77.8K
|
2.28K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-179- 1.19% |
$61.3K - $79.1K
|
14.9K
$7.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-180- 7.62% |
$61.6K - $79.5K
|
2.18K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-180- 11.34% |
$61.6K - $79.5K
|
1.41K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-185- 5.66% |
$63.4K - $81.7K
|
3.08K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-186- 9.22% |
$63.7K - $82.2K
|
1.83K
$938K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-189- 1.61% |
$64.7K - $83.5K
|
11.5K
$5.9M
|