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
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-192- 0.11% |
$65.8K - $84.8K
|
170K
$86.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-193- 10.52% |
$66.1K - $85.3K
|
1.64K
$841K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-198- 0.29% |
$67.8K - $87.5K
|
68.8K
$35.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-200- 2.24% |
$68.5K - $88.4K
|
8.73K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 4.69% |
$69.5K - $89.7K
|
4.12K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-205- 6.46% |
$70.2K - $90.6K
|
2.97K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-206- 0.07% |
$70.6K - $91K
|
276K
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-208- 21.94% |
$71.2K - $91.9K
|
740
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-214- 29.16% |
$73.3K - $94.6K
|
520
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-224- 1.68% |
$76.7K - $99K
|
13.1K
$6.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-226- 16.27% |
$77.4K - $99.9K
|
1.16K
$596K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-228- 19.55% |
$78.1K - $101K
|
938
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-228- 4.84% |
$78.1K - $101K
|
4.48K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-233- 13.36% |
$79.8K - $103K
|
1.51K
$774K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-234- 6.54% |
$80.1K - $103K
|
3.35K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-243- 2.35% |
$83.2K - $107K
|
10.1K
$5.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-244- 0.92% |
$83.6K - $108K
|
26.2K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-244- 21.54% |
$83.6K - $108K
|
889
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-246- 6.66% |
$84.3K - $109K
|
3.45K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-246- 79.61% |
$84.3K - $109K
|
63
$32.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-250- 2.82% |
$85.6K - $110K
|
8.62K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-250- 0.27% |
$85.6K - $110K
|
93.5K
$47.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-251- 14.37% |
$86K - $111K
|
1.5K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-253- 0.97% |
$86.6K - $112K
|
25.9K
$13.3M
|
|
|
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
$1.3M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-264- 5.71% |
$90.4K - $117K
|
4.36K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-270- 12.84% |
$92.5K - $119K
|
1.83K
$939K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-272- 20.27% |
$93.2K - $120K
|
1.07K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-274- 2.04% |
$93.8K - $121K
|
13.2K
$6.76M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-284- 1.55% |
$97.3K - $125K
|
18K
$9.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-284- 0.55% |
$97.3K - $125K
|
51.5K
$26.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-287- 0.92% |
$98.3K - $127K
|
30.9K
$15.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-288- 8.62% |
$98.6K - $127K
|
3.05K
$1.56M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-295- 4.88% |
$101K - $130K
|
5.74K
$2.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-298- 19.21% |
$102K - $132K
|
1.25K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-300- 10.02% |
$103K - $133K
|
2.7K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-302- 3.89% |
$103K - $133K
|
7.47K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-310- 6.42% |
$106K - $137K
|
4.52K
$2.31M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-313- 17.36% |
$107K - $138K
|
1.49K
$763K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-320- 15.44% |
$110K - $141K
|
1.75K
$898K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-322- 8.25% |
$110K - $142K
|
3.58K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-323- 1.27% |
$111K - $143K
|
25.1K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-323- 0.59% |
$111K - $143K
|
54.7K
$28M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-324- 8.21% |
$111K - $143K
|
3.62K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-336- 1.03% |
$115K - $148K
|
32.2K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-343- 11.05% |
$117K - $152K
|
2.76K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-348- 23.32% |
$119K - $154K
|
1.14K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-350- 3.2% |
$120K - $155K
|
10.6K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-354- 2.51% |
$121K - $156K
|
13.8K
$7.05M
|