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
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-214- 29.16% |
$73.3K - $94.6K
|
520
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-224- 1.68% |
$76.7K - $99K
|
13.1K
$6.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-226- 16.27% |
$77.4K - $99.9K
|
1.16K
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-228- 19.55% |
$78.1K - $101K
|
938
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-228- 4.84% |
$78.1K - $101K
|
4.48K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-233- 13.36% |
$79.8K - $103K
|
1.51K
$783K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-234- 6.54% |
$80.1K - $103K
|
3.35K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-243- 2.35% |
$83.2K - $107K
|
10.1K
$5.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-244- 0.92% |
$83.6K - $108K
|
26.2K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-244- 21.54% |
$83.6K - $108K
|
889
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-246- 6.66% |
$84.3K - $109K
|
3.45K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-246- 79.61% |
$84.3K - $109K
|
63
$32.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-250- 2.82% |
$85.6K - $110K
|
8.62K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-250- 0.27% |
$85.6K - $110K
|
93.5K
$48.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-251- 14.37% |
$86K - $111K
|
1.5K
$775K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-253- 0.97% |
$86.6K - $112K
|
25.9K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-254Closed |
$87K - $112K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-262- 9.36% |
$89.7K - $116K
|
2.54K
$1.31M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-264- 5.71% |
$90.4K - $117K
|
4.36K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-270- 12.84% |
$92.5K - $119K
|
1.83K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-272- 20.27% |
$93.2K - $120K
|
1.07K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-274- 2.04% |
$93.8K - $121K
|
13.2K
$6.83M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-284- 1.55% |
$97.3K - $125K
|
18K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-284- 0.55% |
$97.3K - $125K
|
51.5K
$26.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-287- 0.92% |
$98.3K - $127K
|
30.9K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-288- 8.62% |
$98.6K - $127K
|
3.05K
$1.58M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-295- 4.88% |
$101K - $130K
|
5.74K
$2.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-298- 19.21% |
$102K - $132K
|
1.25K
$649K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-300- 10.02% |
$103K - $133K
|
2.7K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-302- 3.89% |
$103K - $133K
|
7.47K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-310- 6.42% |
$106K - $137K
|
4.52K
$2.34M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-313- 17.36% |
$107K - $138K
|
1.49K
$772K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-320- 15.44% |
$110K - $141K
|
1.75K
$908K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-322- 8.25% |
$110K - $142K
|
3.58K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-323- 1.27% |
$111K - $143K
|
25.1K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-323- 0.59% |
$111K - $143K
|
54.7K
$28.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-324- 8.21% |
$111K - $143K
|
3.62K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-336- 1.03% |
$115K - $148K
|
32.2K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-343- 11.05% |
$117K - $152K
|
2.76K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-348- 23.32% |
$119K - $154K
|
1.14K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-350- 3.2% |
$120K - $155K
|
10.6K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-354- 2.51% |
$121K - $156K
|
13.8K
$7.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-375- 7.31% |
$128K - $166K
|
4.75K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-384- 2.05% |
$132K - $170K
|
18.4K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-385- 31.58% |
$132K - $170K
|
834
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-388- 60.44% |
$133K - $171K
|
254
$132K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-401- 2.98% |
$137K - $177K
|
13.1K
$6.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-401- 8.96% |
$137K - $177K
|
4.07K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-402- 15.8% |
$138K - $178K
|
2.14K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-408- 2.71% |
$140K - $180K
|
14.7K
$7.6M
|