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 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-110- 16.64% |
$37.7K - $48.6K
|
551
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-110- 5.85% |
$37.7K - $48.6K
|
1.77K
$913K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-112- 0.35% |
$38.4K - $49.5K
|
32.1K
$16.6M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-112- 0.67% |
$38.4K - $49.5K
|
16.6K
$8.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-114- 5.18% |
$39K - $50.4K
|
2.09K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-115- 9.49% |
$39.4K - $50.8K
|
1.1K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-118- 0.21% |
$40.4K - $52.1K
|
56.8K
$29.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-120- 0.15% |
$41.1K - $53K
|
81.4K
$42M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-120- 46.15% |
$41.1K - $53K
|
140
$72.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-123- 3.88% |
$42.1K - $54.3K
|
3.05K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-123- 15.36% |
$42.1K - $54.3K
|
678
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-128- 8.6% |
$43.8K - $56.6K
|
1.36K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-129- 0.91% |
$44.2K - $57K
|
14K
$7.24M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-130- 7.45% |
$44.5K - $57.4K
|
1.62K
$834K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-131- 9.25% |
$44.9K - $57.9K
|
1.29K
$663K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-131- 8.66% |
$44.9K - $57.9K
|
1.38K
$713K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-131- 8.66% |
$44.9K - $57.9K
|
1.38K
$713K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-132- 2.81% |
$45.2K - $58.3K
|
4.57K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-135- 2.16% |
$46.2K - $59.6K
|
6.13K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-140- 93.33% |
$47.9K - $61.9K
|
10
$5.16K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-142- 12.2% |
$48.6K - $62.7K
|
1.02K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-143- 14.61% |
$49K - $63.2K
|
836
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-143- 1.84% |
$49K - $63.2K
|
7.63K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-143- 11.07% |
$49K - $63.2K
|
1.15K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-144- 1.23% |
$49.3K - $63.6K
|
11.5K
$5.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-146- 9.21% |
$50K - $64.5K
|
1.44K
$743K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-149- 11.72% |
$51K - $65.8K
|
1.12K
$579K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-150- 17.16% |
$51.4K - $66.3K
|
724
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-150- 18.18% |
$51.4K - $66.3K
|
675
$348K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-150- 1.66% |
$51.4K - $66.3K
|
8.89K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-153- 18.82% |
$52.4K - $67.6K
|
660
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-155- 2.02% |
$53.1K - $68.5K
|
7.52K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-155- 8.76% |
$53.1K - $68.5K
|
1.62K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-172- 0.55% |
$58.9K - $76K
|
31.1K
$16.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-174- 0.48% |
$59.6K - $76.9K
|
35.7K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-175- 5.7% |
$59.9K - $77.3K
|
2.89K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-176- 7.16% |
$60.3K - $77.8K
|
2.28K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-179- 1.19% |
$61.3K - $79.1K
|
14.9K
$7.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-180- 7.62% |
$61.6K - $79.5K
|
2.18K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-180- 11.34% |
$61.6K - $79.5K
|
1.41K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-185- 5.66% |
$63.4K - $81.7K
|
3.08K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-186- 9.22% |
$63.7K - $82.2K
|
1.83K
$945K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-189- 1.61% |
$64.7K - $83.5K
|
11.5K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-192- 0.11% |
$65.8K - $84.8K
|
170K
$87.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-193- 10.52% |
$66.1K - $85.3K
|
1.64K
$848K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-198- 0.29% |
$67.8K - $87.5K
|
68.8K
$35.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-200- 2.24% |
$68.5K - $88.4K
|
8.73K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 4.69% |
$69.5K - $89.7K
|
4.12K
$2.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-205- 6.46% |
$70.2K - $90.6K
|
2.97K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-206- 0.07% |
$70.6K - $91K
|
276K
$143M
|