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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.75% |
$342 - $442
|
133
$69.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.13% |
$342 - $442
|
775
$404K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.25% |
$342 - $442
|
15
$7.82K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.14% |
$342 - $442
|
738
$385K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2- 0.06% |
$685 - $884
|
3.11K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 6.9% |
$685 - $884
|
27
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 15.38% |
$685 - $884
|
11
$5.74K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$685 - $884
|
6.59K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 0.62% |
$685 - $884
|
321
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 0.07% |
$685 - $884
|
2.86K
$1.49M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2- 0.31% |
$685 - $884
|
653
$340K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 1.6% |
$685 - $884
|
123
$64.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3- 0.54% |
$1.03K - $1.33K
|
548
$286K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-4- 0.4% |
$1.37K - $1.77K
|
1K
$521K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-4- 0.13% |
$1.37K - $1.77K
|
3.11K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4- 11.43% |
$1.37K - $1.77K
|
31
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4- 0.5% |
$1.37K - $1.77K
|
792
$413K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-5- 0.1% |
$1.71K - $2.21K
|
5.13K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.22% |
$1.71K - $2.21K
|
2.24K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-6- 0.33% |
$2.05K - $2.65K
|
1.8K
$936K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$2.05K - $2.65K
|
2.3K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6- 0.06% |
$2.05K - $2.65K
|
10.4K
$5.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6- 0.71% |
$2.05K - $2.65K
|
841
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-6- 0.58% |
$2.05K - $2.65K
|
1.02K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6- 0.78% |
$2.05K - $2.65K
|
766
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-6- 22.22% |
$2.05K - $2.65K
|
21
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6- 0.5% |
$2.05K - $2.65K
|
1.19K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-6- 0.03% |
$2.05K - $2.65K
|
20.5K
$10.7M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 20.69% |
$2.05K - $2.65K
|
23
$12K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.26% |
$2.4K - $3.09K
|
2.73K
$1.43M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 63.64% |
$2.4K - $3.09K
|
4
$2.09K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-8- 0.93% |
$2.74K - $3.53K
|
854
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8- 40.0% |
$2.74K - $3.53K
|
12
$6.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-8- 0.21% |
$2.74K - $3.53K
|
3.79K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8- 1.05% |
$2.74K - $3.53K
|
755
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-9- 0.07% |
$3.08K - $3.98K
|
12.8K
$6.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.97% |
$3.08K - $3.98K
|
915
$477K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 14.06% |
$3.08K - $3.98K
|
55
$28.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10- 0.51% |
$3.42K - $4.42K
|
1.94K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 1.71% |
$3.42K - $4.42K
|
574
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10- 0.11% |
$3.42K - $4.42K
|
9.5K
$4.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-11- 0.25% |
$3.77K - $4.86K
|
4.4K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.42% |
$3.77K - $4.86K
|
2.63K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-12- 19.67% |
$4.11K - $5.3K
|
49
$25.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.06% |
$4.11K - $5.3K
|
18.9K
$9.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 0.33% |
$4.11K - $5.3K
|
3.59K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-12- 3.26% |
$4.11K - $5.3K
|
356
$186K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13- 0.06% |
$4.45K - $5.74K
|
22.5K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-13- 0.08% |
$4.45K - $5.74K
|
16.2K
$8.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.95% |
$4.45K - $5.74K
|
1.35K
$704K
|