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 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.42K+ 8.72% |
$487K - $629K
|
17.7K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$478K - $616K
|
1.4K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$475K - $613K
|
1.39K
$719K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.39K+ 19.68% |
$474K - $612K
|
8.42K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.36K+ 31.4% |
$465K - $600K
|
5.69K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.34KNew |
$460K - $593K
|
1.34K
$696K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.34K+ 11.51% |
$459K - $592K
|
13K
$6.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.33KNew |
$455K - $588K
|
1.33K
$689K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.32K+ 3.0% |
$453K - $585K
|
45.5K
$23.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.32K+ 24.96% |
$452K - $583K
|
6.61K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.31KNew |
$449K - $579K
|
1.31K
$679K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.3KNew |
$444K - $573K
|
1.3K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.29K+ 26.19% |
$442K - $570K
|
6.22K
$3.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.28KNew |
$440K - $567K
|
1.28K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.27KNew |
$435K - $561K
|
1.27K
$658K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 2.08% |
$430K - $555K
|
61.5K
$31.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.25KNew |
$426K - $550K
|
1.25K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 126.31% |
$423K - $545K
|
2.21K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.23K+ 32.09% |
$422K - $545K
|
5.08K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 1.36% |
$422K - $544K
|
91.6K
$47.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.23KNew |
$422K - $544K
|
1.23K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.2K+ 46.36% |
$412K - $532K
|
3.8K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.2K+ 103.44% |
$412K - $532K
|
2.37K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.18KNew |
$405K - $523K
|
1.18K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.17KNew |
$401K - $517K
|
1.17K
$606K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.16KNew |
$398K - $514K
|
1.16K
$603K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.16KNew |
$397K - $513K
|
1.16K
$601K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
1.15KNew |
$394K - $508K
|
1.15K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$384K - $495K
|
1.12K
$581K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 54.21% |
$382K - $493K
|
3.17K
$1.64M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.11KNew |
$381K - $491K
|
1.11K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 44.83% |
$379K - $489K
|
3.57K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.1KNew |
$377K - $486K
|
1.1K
$570K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 148.11% |
$375K - $484K
|
1.84K
$951K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.09K+ 4.76% |
$374K - $482K
|
24K
$12.5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.05KNew |
$360K - $464K
|
1.05K
$545K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.03K+ 0.51% |
$353K - $456K
|
203K
$105M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.02K+ 19.11% |
$351K - $452K
|
6.38K
$3.31M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.02KNew |
$348K - $449K
|
1.02K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.01K+ 75.67% |
$347K - $448K
|
2.35K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 4.76% |
$346K - $446K
|
22.2K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.01K+ 18.79% |
$345K - $445K
|
6.37K
$3.3M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
964New |
$330K - $426K
|
964
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
963+ 9.23% |
$330K - $425K
|
11.4K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
958+ 3.49% |
$328K - $423K
|
28.4K
$14.7M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
956New |
$327K - $422K
|
956
$495K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
951+ 1.12% |
$326K - $420K
|
85.7K
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
947+ 25.11% |
$324K - $418K
|
4.72K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
944New |
$323K - $417K
|
944
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
935New |
$320K - $413K
|
935
$485K
|