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 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.13K+ 261.35% |
$729K - $941K
|
2.95K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1.6% |
$727K - $938K
|
134K
$69.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.1KNew |
$719K - $928K
|
2.1K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
2.07K+ 4.78% |
$709K - $914K
|
45.3K
$23.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.05KNew |
$702K - $905K
|
2.05K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.03K+ 21.59% |
$696K - $897K
|
11.4K
$5.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.01K+ 1.63% |
$689K - $889K
|
126K
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.01K+ 1.63% |
$689K - $889K
|
126K
$65M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2KNew |
$686K - $885K
|
2K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.99K+ 0.38% |
$683K - $881K
|
520K
$270M
|
|
|
Feb 14, 2024
Q4 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93K+ 84.97% |
$662K - $854K
|
4.21K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.93KNew |
$661K - $852K
|
1.93K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
1.89K+ 1.84% |
$648K - $836K
|
105K
$54.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.89K+ 1.94% |
$647K - $834K
|
99.2K
$51.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.87K+ 21.4% |
$641K - $827K
|
10.6K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 5821.88% |
$638K - $823K
|
1.9K
$982K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.85K+ 25.36% |
$635K - $819K
|
9.16K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.85KNew |
$635K - $819K
|
1.85K
$960K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.85KNew |
$634K - $818K
|
1.85K
$960K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.82K+ 7.27% |
$624K - $805K
|
26.9K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.79KNew |
$614K - $793K
|
1.79K
$930K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.78K+ 5.4% |
$609K - $785K
|
34.7K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.77K+ 1.01% |
$608K - $784K
|
177K
$91.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.77K+ 7.43% |
$604K - $780K
|
25.5K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.75K+ 62.73% |
$601K - $775K
|
4.55K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.75K+ 66.58% |
$599K - $773K
|
4.38K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.72K+ 0.5% |
$587K - $758K
|
342K
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.7KNew |
$582K - $750K
|
1.7K
$880K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.69K+ 7.17% |
$580K - $748K
|
25.3K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.66KNew |
$570K - $735K
|
1.66K
$862K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.65K+ 5.67% |
$564K - $728K
|
30.7K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.64K+ 1.01% |
$561K - $723K
|
164K
$84.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.63K+ 1.73% |
$559K - $722K
|
95.9K
$49.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.61KNew |
$550K - $709K
|
1.61K
$832K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.58K+ 83.8% |
$542K - $699K
|
3.47K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.58K+ 17.1% |
$541K - $698K
|
10.8K
$5.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57KNew |
$536K - $691K
|
1.57K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.56K+ 32.96% |
$535K - $690K
|
6.3K
$3.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 14.81% |
$531K - $685K
|
12K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
1.54KNew |
$527K - $680K
|
1.54K
$798K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 47.5% |
$527K - $680K
|
4.78K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.53K+ 18.32% |
$525K - $678K
|
9.91K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.53KNew |
$525K - $677K
|
1.53K
$794K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 48.39% |
$521K - $672K
|
4.67K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.5K+ 5000.0% |
$514K - $663K
|
1.53K
$793K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.49K+ 12.76% |
$510K - $658K
|
13.2K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 5.57% |
$507K - $654K
|
28.1K
$14.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.43K+ 7.56% |
$490K - $633K
|
20.4K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.43K+ 19.65% |
$490K - $632K
|
8.71K
$4.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.43KNew |
$488K - $630K
|
1.43K
$739K
|