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 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-402- 15.8% |
$138K - $178K
|
2.14K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-408- 2.71% |
$140K - $180K
|
14.7K
$7.64M
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-420- 35.0% |
$144K - $186K
|
780
$407K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-436- 0.75% |
$149K - $193K
|
57.9K
$30.2M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-437- 2.41% |
$150K - $193K
|
17.7K
$9.24M
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-439- 2.78% |
$150K - $194K
|
15.3K
$8M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-439- 24.86% |
$150K - $194K
|
1.33K
$692K
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-440- 2.56% |
$151K - $194K
|
16.7K
$8.72M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-443- 26.12% |
$152K - $196K
|
1.25K
$653K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-444- 25.0% |
$152K - $196K
|
1.33K
$695K
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-445- 6.1% |
$152K - $197K
|
6.86K
$3.57M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-446- 0.4% |
$153K - $197K
|
112K
$58.5M
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-446- 32.72% |
$153K - $197K
|
917
$478K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-447- 5.63% |
$153K - $198K
|
7.5K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-448- 1.34% |
$153K - $198K
|
33K
$17.2M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-461- 39.27% |
$158K - $204K
|
713
$372K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-474- 80.07% |
$162K - $209K
|
118
$61.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-478- 4.6% |
$164K - $211K
|
9.91K
$5.17M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-486- 4.57% |
$166K - $215K
|
10.2K
$5.3M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-487- 11.96% |
$167K - $215K
|
3.59K
$1.87M
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.56% |
$171K - $221K
|
88.8K
$46.3M
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-504- 4.88% |
$173K - $223K
|
9.81K
$5.12M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-510- 18.11% |
$175K - $225K
|
2.31K
$1.2M
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-524- 21.52% |
$179K - $232K
|
1.91K
$996K
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-529- 3.82% |
$181K - $234K
|
13.3K
$6.95M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-536- 5.03% |
$184K - $237K
|
10.1K
$5.28M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-539- 15.03% |
$185K - $238K
|
3.05K
$1.59M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-570- 4.19% |
$195K - $252K
|
13K
$6.8M
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-589- 10.81% |
$202K - $260K
|
4.86K
$2.53M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-590- 16.84% |
$202K - $261K
|
2.91K
$1.52M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-598- 13.32% |
$205K - $264K
|
3.89K
$2.03M
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-600- 0.46% |
$205K - $265K
|
130K
$67.8M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.97% |
$205K - $265K
|
19.6K
$10.2M
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-607- 0.09% |
$208K - $268K
|
639K
$333M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-609- 36.89% |
$209K - $269K
|
1.04K
$543K
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-619- 2.43% |
$212K - $273K
|
24.9K
$13M
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-623- 16.06% |
$213K - $275K
|
3.26K
$1.7M
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-639- 0.8% |
$219K - $282K
|
79.2K
$41.3M
|
|
Feb 14, 2024
Q4 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-642- 2.45% |
$220K - $284K
|
25.6K
$13.4M
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-646- 10.1% |
$221K - $285K
|
5.75K
$3M
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-654- 42.08% |
$224K - $289K
|
900
$469K
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-658- 2.74% |
$225K - $291K
|
23.4K
$12.2M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-660- 26.71% |
$226K - $292K
|
1.81K
$944K
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-680- 49.64% |
$233K - $300K
|
690
$360K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-698- 37.25% |
$239K - $308K
|
1.18K
$613K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-698- 9.21% |
$239K - $308K
|
6.88K
$3.59M
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-700- 1.03% |
$240K - $309K
|
67.3K
$35.1M
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-705- 28.05% |
$241K - $311K
|
1.81K
$943K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-739- 3.14% |
$253K - $327K
|
22.8K
$11.9M
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-752- 5.95% |
$258K - $332K
|
11.9K
$6.2M
|