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 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.08K - $6.01K
|
15
$7.84K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.53% |
$4.74K - $5.61K
|
929
$486K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 30.43% |
$4.74K - $5.61K
|
60
$31.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 1.38% |
$4.4K - $5.21K
|
958
$501K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
13+ 14.61% |
$4.4K - $5.21K
|
102
$53.3K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.33% |
$4.07K - $4.81K
|
3.65K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
12+ 0.64% |
$4.07K - $4.81K
|
1.9K
$993K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
12+ 0.89% |
$4.07K - $4.81K
|
1.36K
$712K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12+ 0.3% |
$4.07K - $4.81K
|
3.96K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
12New |
$4.07K - $4.81K
|
12
$6.27K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
11+ 0.52% |
$3.73K - $4.41K
|
2.11K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
11+ 1.49% |
$3.73K - $4.41K
|
749
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.04% |
$3.73K - $4.41K
|
26.5K
$13.8M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11+ 0.17% |
$3.73K - $4.41K
|
6.33K
$3.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
10+ 38.46% |
$3.39K - $4.01K
|
36
$18.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
10+ 1.3% |
$3.39K - $4.01K
|
780
$408K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.87% |
$3.39K - $4.01K
|
1.16K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.39K - $4.01K
|
10
$5.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 1.62% |
$3.39K - $4.01K
|
626
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.9% |
$3.39K - $4.01K
|
1.13K
$588K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
9+ 0.25% |
$3.05K - $3.61K
|
3.68K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.68% |
$3.05K - $3.61K
|
1.34K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.25% |
$3.05K - $3.61K
|
3.62K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 1.42% |
$3.05K - $3.61K
|
644
$337K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$2.71K - $3.21K
|
3.29K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
8+ 1.32% |
$2.71K - $3.21K
|
616
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
8+ 0.47% |
$2.71K - $3.21K
|
1.73K
$902K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8+ 0.85% |
$2.71K - $3.21K
|
950
$497K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$2.71K - $3.21K
|
8
$4.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.44% |
$2.71K - $3.21K
|
1.85K
$965K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.45% |
$2.37K - $2.81K
|
1.58K
$825K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
7New |
$2.37K - $2.81K
|
7
$3.66K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
7+ 0.46% |
$2.37K - $2.81K
|
1.52K
$796K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.84% |
$2.37K - $2.81K
|
836
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 1.08% |
$2.37K - $2.81K
|
655
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 4.55% |
$2.37K - $2.81K
|
161
$84.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.84% |
$2.37K - $2.81K
|
838
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 10.91% |
$2.03K - $2.41K
|
61
$31.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
6New |
$2.03K - $2.41K
|
6
$3.14K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 100.0% |
$2.03K - $2.41K
|
12
$6.27K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$2.03K - $2.41K
|
6
$3.14K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.21% |
$1.69K - $2K
|
2.35K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5+ 0.74% |
$1.69K - $2K
|
679
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5+ 0.16% |
$1.69K - $2K
|
3.15K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.17% |
$1.69K - $2K
|
2.91K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 3.07% |
$1.69K - $2K
|
168
$87.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.36K - $1.6K
|
1.94K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 50.0% |
$1.36K - $1.6K
|
12
$6.27K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.19% |
$1.36K - $1.6K
|
2.13K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 12.9% |
$1.36K - $1.6K
|
35
$18.3K
|