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 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-70- 2.13% |
$24K - $30.9K
|
3.22K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-72- 11.34% |
$24.7K - $31.8K
|
563
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 10.81% |
$24.7K - $31.8K
|
594
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-74- 3.42% |
$25.3K - $32.7K
|
2.09K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-74- 1.06% |
$25.3K - $32.7K
|
6.88K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-74- 8.86% |
$25.3K - $32.7K
|
761
$391K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-75- 1.28% |
$25.7K - $33.1K
|
5.77K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-75- 4.86% |
$25.7K - $33.1K
|
1.47K
$753K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-77- 35.0% |
$26.4K - $34K
|
143
$73.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-80- 1.22% |
$27.4K - $35.3K
|
6.49K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80Closed |
$27.4K - $35.3K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-80- 2.34% |
$27.4K - $35.3K
|
3.34K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80- 2.6% |
$27.4K - $35.3K
|
2.99K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-81- 10.71% |
$27.7K - $35.8K
|
675
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-81- 5.29% |
$27.7K - $35.8K
|
1.45K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-82- 14.94% |
$28.1K - $36.2K
|
467
$240K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-84- 4.61% |
$28.8K - $37.1K
|
1.74K
$892K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-84- 5.63% |
$28.8K - $37.1K
|
1.41K
$724K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-84- 14.81% |
$28.8K - $37.1K
|
483
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-86- 8.49% |
$29.5K - $38K
|
927
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-86- 14.85% |
$29.5K - $38K
|
493
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-87- 1.53% |
$29.8K - $38.4K
|
5.61K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-90- 5.03% |
$30.8K - $39.8K
|
1.7K
$873K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-91- 15.8% |
$31.2K - $40.2K
|
485
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-91- 0.41% |
$31.2K - $40.2K
|
22.3K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-92- 26.74% |
$31.5K - $40.6K
|
252
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-92- 4.31% |
$31.5K - $40.6K
|
2.04K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-92- 0.61% |
$31.5K - $40.6K
|
15K
$7.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-95- 8.54% |
$32.5K - $42K
|
1.02K
$522K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95- 3.16% |
$32.5K - $42K
|
2.91K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-95- 2.84% |
$32.5K - $42K
|
3.25K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-95- 2.23% |
$32.5K - $42K
|
4.16K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-96- 0.21% |
$32.9K - $42.4K
|
44.7K
$23M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-97- 8.52% |
$33.2K - $42.9K
|
1.04K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-97- 0.47% |
$33.2K - $42.9K
|
20.7K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-99- 1.24% |
$33.9K - $43.7K
|
7.88K
$4.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-100- 3.57% |
$34.2K - $44.2K
|
2.7K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 10.07% |
$34.2K - $44.2K
|
893
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 13.33% |
$34.2K - $44.2K
|
650
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 1.37% |
$34.2K - $44.2K
|
7.22K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 5.22% |
$34.9K - $45.1K
|
1.85K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-103- 2.11% |
$35.3K - $45.5K
|
4.79K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-103- 2.85% |
$35.3K - $45.5K
|
3.51K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-104- 8.45% |
$35.6K - $46K
|
1.13K
$579K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 2.84% |
$35.6K - $46K
|
3.56K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-105- 3.51% |
$36K - $46.4K
|
2.88K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-106- 13.54% |
$36.3K - $46.8K
|
677
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-106- 0.25% |
$36.3K - $46.8K
|
42.1K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-107- 0.32% |
$36.6K - $47.3K
|
33.5K
$17.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-108- 19.08% |
$37K - $47.7K
|
458
$235K
|