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 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 0.44% |
$30.8K - $39.8K
|
20.5K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.41% |
$30.8K - $39.8K
|
22.3K
$11.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
90+ 100.0% |
$30.8K - $39.8K
|
180
$93.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
89+ 1.49% |
$30.5K - $39.3K
|
6.05K
$3.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
87+ 6.06% |
$29.8K - $38.4K
|
1.52K
$794K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
85+ 2.03% |
$29.1K - $37.6K
|
4.27K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
85New |
$29.1K - $37.6K
|
85
$44.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84+ 8.59% |
$28.8K - $37.1K
|
1.06K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
84+ 0.6% |
$28.8K - $37.1K
|
14.2K
$7.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
83+ 7.76% |
$28.4K - $36.7K
|
1.15K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82New |
$28.1K - $36.2K
|
82
$42.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
81+ 0.28% |
$27.7K - $35.8K
|
28.7K
$15M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
80+ 3.51% |
$27.4K - $35.3K
|
2.36K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
78+ 1.23% |
$26.7K - $34.5K
|
6.4K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 3.76% |
$26.4K - $34K
|
2.12K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
77New |
$26.4K - $34K
|
77
$40.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
76+ 8.47% |
$26K - $33.6K
|
973
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
72+ 2.01% |
$24.7K - $31.8K
|
3.66K
$1.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
72+ 144.0% |
$24.7K - $31.8K
|
122
$63.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
72+ 8.76% |
$24.7K - $31.8K
|
894
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
71+ 197.22% |
$24.3K - $31.4K
|
107
$55.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
71+ 0.1% |
$24.3K - $31.4K
|
74.4K
$38.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
70+ 0.57% |
$24K - $30.9K
|
12.4K
$6.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
70+ 7.63% |
$24K - $30.9K
|
988
$515K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
70New |
$24K - $30.9K
|
70
$36.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
69+ 3.48% |
$23.6K - $30.5K
|
2.05K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 4.84% |
$22.6K - $29.2K
|
1.43K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 0.13% |
$22.6K - $29.2K
|
50.4K
$26.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
63New |
$21.6K - $27.8K
|
63
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
63+ 2.72% |
$21.6K - $27.8K
|
2.38K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 2.11% |
$21.6K - $27.8K
|
3.04K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
62+ 0.69% |
$21.2K - $27.4K
|
9.06K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
61+ 6.36% |
$20.9K - $27K
|
1.02K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
61+ 1.45% |
$20.9K - $27K
|
4.26K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
60+ 4.49% |
$20.5K - $26.5K
|
1.4K
$728K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 9.45% |
$20.5K - $26.5K
|
695
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 35.5% |
$20.5K - $26.5K
|
229
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60+ 3.17% |
$20.5K - $26.5K
|
1.95K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60+ 3.34% |
$20.5K - $26.5K
|
1.86K
$967K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60New |
$20.5K - $26.5K
|
60
$31.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.43% |
$20.2K - $26.1K
|
2.49K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
58+ 0.61% |
$19.9K - $25.6K
|
9.59K
$5M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
58New |
$19.9K - $25.6K
|
58
$30.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 16.91% |
$19.9K - $25.6K
|
401
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 4.22% |
$18.8K - $24.3K
|
1.36K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
55+ 1.98% |
$18.8K - $24.3K
|
2.84K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
54+ 0.21% |
$18.5K - $23.9K
|
25.3K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
53+ 2.33% |
$18.2K - $23.4K
|
2.33K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 20.08% |
$18.2K - $23.4K
|
317
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
52New |
$17.8K - $23K
|
52
$27.1K
|