Purchases and Sales Made in Q2 2023 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
343+ 1.32% |
$116K - $138K
|
26.4K
$13.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
338+ 12.18% |
$115K - $136K
|
3.11K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
338+ 8.87% |
$115K - $136K
|
4.15K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
335+ 21.97% |
$114K - $134K
|
1.86K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
326+ 9.37% |
$110K - $131K
|
3.81K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
323+ 0.77% |
$109K - $129K
|
42.5K
$22.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
310+ 11.49% |
$105K - $124K
|
3.01K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
310+ 26.01% |
$105K - $124K
|
1.5K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
309+ 3.68% |
$105K - $124K
|
8.71K
$4.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
305+ 34.7% |
$103K - $122K
|
1.18K
$619K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
305New |
$103K - $122K
|
305
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
300+ 9.75% |
$102K - $120K
|
3.38K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
300+ 5.38% |
$102K - $120K
|
5.88K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
290+ 18.65% |
$98.3K - $116K
|
1.85K
$965K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
283+ 26.7% |
$95.9K - $113K
|
1.34K
$702K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
282+ 18.77% |
$95.6K - $113K
|
1.78K
$933K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
279+ 116.74% |
$94.5K - $112K
|
518
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
278+ 6.96% |
$94.2K - $111K
|
4.27K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
273+ 8.63% |
$92.5K - $109K
|
3.44K
$1.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
262+ 4.15% |
$88.8K - $105K
|
6.58K
$3.44M
|
|
|
Jan 17, 2024
Q2 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
255+ 1.51% |
$86.4K - $102K
|
17.1K
$8.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
254+ 20.06% |
$86.1K - $102K
|
1.52K
$795K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
254+ 2.33% |
$86.1K - $102K
|
11.1K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
254+ 38.96% |
$86.1K - $102K
|
906
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
250+ 1.46% |
$84.7K - $100K
|
17.4K
$9.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
246+ 4.66% |
$83.4K - $98.6K
|
5.53K
$2.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
245+ 2.07% |
$83K - $98.2K
|
12.1K
$6.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
240+ 0.46% |
$81.3K - $96.2K
|
52.3K
$27.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
237+ 1.25% |
$80.3K - $95K
|
19.3K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
236+ 21.36% |
$80K - $94.6K
|
1.34K
$701K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
235+ 2.26% |
$79.6K - $94.2K
|
10.6K
$5.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
234+ 9.31% |
$79.3K - $93.8K
|
2.75K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
234+ 1.16% |
$79.3K - $93.8K
|
20.5K
$10.7M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
233+ 21.65% |
$78.9K - $93.4K
|
1.31K
$684K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
221+ 35.14% |
$74.9K - $88.6K
|
850
$444K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
215+ 2.64% |
$72.8K - $86.2K
|
8.35K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
215+ 33.54% |
$72.8K - $86.2K
|
856
$448K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
215New |
$72.8K - $86.2K
|
215
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 23.08% |
$71.2K - $84.2K
|
1.12K
$586K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
208+ 22.71% |
$70.5K - $83.4K
|
1.12K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
208+ 6.0% |
$70.5K - $83.4K
|
3.68K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
206+ 0.96% |
$69.8K - $82.6K
|
21.6K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
204+ 48.23% |
$69.1K - $81.8K
|
627
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 33.33% |
$67.8K - $80.2K
|
800
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
199+ 27.6% |
$67.4K - $79.8K
|
920
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
197+ 7.26% |
$66.7K - $79K
|
2.91K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
196+ 0.89% |
$66.4K - $78.6K
|
22.3K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
193+ 0.4% |
$65.4K - $77.4K
|
47.9K
$25M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
193+ 15.82% |
$65.4K - $77.4K
|
1.41K
$739K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
192+ 22.09% |
$65.1K - $77K
|
1.06K
$555K
|