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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 2.35% |
$10.2K - $12K
|
1.31K
$672K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 1.78% |
$10.2K - $12K
|
1.71K
$880K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
30+ 3.2% |
$10.2K - $12K
|
968
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 1.37% |
$10.2K - $12K
|
2.22K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$10.2K - $12K
|
30
$15.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
29+ 1.31% |
$9.83K - $11.6K
|
2.24K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 22.83% |
$9.83K - $11.6K
|
156
$80.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29+ 1.55% |
$9.83K - $11.6K
|
1.9K
$976K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
28+ 700.0% |
$9.49K - $11.2K
|
32
$16.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 2.33% |
$9.49K - $11.2K
|
1.23K
$632K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
27+ 2.99% |
$9.15K - $10.8K
|
929
$478K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
26+ 2.23% |
$8.81K - $10.4K
|
1.19K
$614K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26New |
$8.81K - $10.4K
|
26
$13.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
26+ 3.17% |
$8.81K - $10.4K
|
845
$435K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25+ 27.47% |
$8.47K - $10K
|
116
$59.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
25+ 0.63% |
$8.47K - $10K
|
4.01K
$2.06M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 4.29% |
$8.47K - $10K
|
608
$313K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 4.29% |
$8.47K - $10K
|
608
$313K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
25+ 6.46% |
$8.47K - $10K
|
412
$212K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 4.98% |
$8.13K - $9.62K
|
506
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 1.98% |
$8.13K - $9.62K
|
1.23K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
24+ 39.34% |
$8.13K - $9.62K
|
85
$43.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 3.35% |
$7.79K - $9.22K
|
710
$365K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
23+ 0.58% |
$7.79K - $9.22K
|
3.99K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.6% |
$7.79K - $9.22K
|
3.89K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$7.79K - $9.22K
|
23
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
23+ 1.41% |
$7.79K - $9.22K
|
1.66K
$852K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 3.35% |
$7.79K - $9.22K
|
710
$365K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22+ 0.71% |
$7.45K - $8.82K
|
3.12K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22+ 0.37% |
$7.45K - $8.82K
|
5.94K
$3.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 2.82% |
$7.45K - $8.82K
|
803
$413K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21+ 6.0% |
$7.12K - $8.42K
|
371
$191K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
20+ 2.16% |
$6.78K - $8.02K
|
946
$487K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 1.29% |
$6.78K - $8.02K
|
1.57K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$6.78K - $8.02K
|
20
$10.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
19+ 1.21% |
$6.44K - $7.62K
|
1.59K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19+ 2.08% |
$6.44K - $7.62K
|
931
$479K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
18+ 1.52% |
$6.1K - $7.22K
|
1.2K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
18New |
$6.1K - $7.22K
|
18
$9.26K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
17+ 0.34% |
$5.76K - $6.82K
|
5.02K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 1.93% |
$5.76K - $6.82K
|
899
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 2.19% |
$5.76K - $6.82K
|
793
$408K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 2.3% |
$5.76K - $6.82K
|
756
$389K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
16New |
$5.42K - $6.41K
|
16
$8.23K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
16+ 0.47% |
$5.42K - $6.41K
|
3.45K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
16+ 0.47% |
$5.42K - $6.41K
|
3.45K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.51% |
$5.08K - $6.01K
|
2.97K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15+ 1.7% |
$5.08K - $6.01K
|
898
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
15+ 0.18% |
$5.08K - $6.01K
|
8.32K
$4.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.08K - $6.01K
|
15
$7.72K
|