Purchases and Sales Made in Q3 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-159- 10.45% |
$57.7K - $68.1K
|
1.36K
$612K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-161- 0.2% |
$58.5K - $69K
|
81.6K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-162- 12.51% |
$58.8K - $69.4K
|
1.13K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-165- 0.69% |
$59.9K - $70.7K
|
23.6K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-167- 8.5% |
$60.6K - $71.5K
|
1.8K
$807K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-168- 4.08% |
$61K - $72K
|
3.95K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-169- 1.15% |
$61.4K - $72.4K
|
14.6K
$6.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-172- 0.14% |
$62.4K - $73.7K
|
124K
$55.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-182- 4.57% |
$66.1K - $78K
|
3.8K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-183- 0.89% |
$66.4K - $78.4K
|
20.4K
$9.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-186- 2.57% |
$67.5K - $79.7K
|
7.05K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-192- 3.11% |
$69.7K - $82.3K
|
5.99K
$2.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-192- 4.54% |
$69.7K - $82.3K
|
4.04K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-196- 0.74% |
$71.2K - $84K
|
26.2K
$11.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-199- 23.55% |
$72.2K - $85.3K
|
646
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-199- 6.51% |
$72.2K - $85.3K
|
2.86K
$1.28M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-200- 22.17% |
$72.6K - $85.7K
|
702
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 3.57% |
$72.6K - $85.7K
|
5.4K
$2.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-215- 4.17% |
$78.1K - $92.1K
|
4.94K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-215- 1.13% |
$78.1K - $92.1K
|
18.8K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-215- 15.22% |
$78.1K - $92.1K
|
1.2K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-217- 2.29% |
$78.8K - $93K
|
9.24K
$4.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-218- 11.63% |
$79.1K - $93.4K
|
1.66K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-223- 21.08% |
$81K - $95.5K
|
835
$375K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-224- 6.01% |
$81.3K - $96K
|
3.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-229- 25.36% |
$83.1K - $98.1K
|
674
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-229- 0.94% |
$83.1K - $98.1K
|
24.1K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-232- 6.94% |
$84.2K - $99.4K
|
3.11K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-233- 0.76% |
$84.6K - $99.8K
|
30.2K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-234- 0.55% |
$85K - $100K
|
42.3K
$19M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-239- 24.95% |
$86.8K - $102K
|
719
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-246- 0.97% |
$89.3K - $105K
|
25.1K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-253- 0.8% |
$91.9K - $108K
|
31.2K
$14M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-254- 2.82% |
$92.2K - $109K
|
8.74K
$3.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-255- 2.78% |
$92.6K - $109K
|
8.93K
$4.01M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-259- 19.79% |
$94K - $111K
|
1.05K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-260- 31.21% |
$94.4K - $111K
|
573
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-263- 1.83% |
$95.5K - $113K
|
14.1K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-264- 3.37% |
$95.8K - $113K
|
7.58K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-279- 1.64% |
$101K - $120K
|
16.7K
$7.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-281- 2.92% |
$102K - $120K
|
9.33K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-281- 1.83% |
$102K - $120K
|
15.1K
$6.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-291- 22.25% |
$106K - $125K
|
1.02K
$457K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-294- 0.87% |
$107K - $126K
|
33.6K
$15.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-298- 1.35% |
$108K - $128K
|
21.8K
$9.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.18% |
$109K - $129K
|
25.2K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-301- 71.16% |
$109K - $129K
|
122
$54.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-305- 25.76% |
$111K - $131K
|
879
$395K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-306- 1.61% |
$111K - $131K
|
18.8K
$8.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-306- 0.22% |
$111K - $131K
|
138K
$62.2M
|