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 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 2.19% |
$5.76K - $6.82K
|
793
$384K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 2.3% |
$5.76K - $6.82K
|
756
$366K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
16New |
$5.42K - $6.41K
|
16
$7.74K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
16+ 0.47% |
$5.42K - $6.41K
|
3.45K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
16+ 0.47% |
$5.42K - $6.41K
|
3.45K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.51% |
$5.08K - $6.01K
|
2.97K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15+ 1.7% |
$5.08K - $6.01K
|
898
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
15+ 0.18% |
$5.08K - $6.01K
|
8.32K
$4.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.08K - $6.01K
|
15
$7.26K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.53% |
$4.74K - $5.61K
|
929
$449K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 30.43% |
$4.74K - $5.61K
|
60
$29K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 1.38% |
$4.4K - $5.21K
|
958
$463K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
13+ 14.61% |
$4.4K - $5.21K
|
102
$49.3K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.33% |
$4.07K - $4.81K
|
3.65K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
12+ 0.64% |
$4.07K - $4.81K
|
1.9K
$919K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
12+ 0.89% |
$4.07K - $4.81K
|
1.36K
$658K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12+ 0.3% |
$4.07K - $4.81K
|
3.96K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
12New |
$4.07K - $4.81K
|
12
$5.81K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
11+ 0.52% |
$3.73K - $4.41K
|
2.11K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
11+ 1.49% |
$3.73K - $4.41K
|
749
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.04% |
$3.73K - $4.41K
|
26.5K
$12.8M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11+ 0.17% |
$3.73K - $4.41K
|
6.33K
$3.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
10+ 38.46% |
$3.39K - $4.01K
|
36
$17.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
10+ 1.3% |
$3.39K - $4.01K
|
780
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.87% |
$3.39K - $4.01K
|
1.16K
$561K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.39K - $4.01K
|
10
$4.84K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 1.62% |
$3.39K - $4.01K
|
626
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.9% |
$3.39K - $4.01K
|
1.13K
$544K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
9+ 0.25% |
$3.05K - $3.61K
|
3.68K
$1.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.68% |
$3.05K - $3.61K
|
1.34K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.25% |
$3.05K - $3.61K
|
3.62K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 1.42% |
$3.05K - $3.61K
|
644
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$2.71K - $3.21K
|
3.29K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
8+ 1.32% |
$2.71K - $3.21K
|
616
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
8+ 0.47% |
$2.71K - $3.21K
|
1.73K
$835K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8+ 0.85% |
$2.71K - $3.21K
|
950
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$2.71K - $3.21K
|
8
$3.87K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.44% |
$2.71K - $3.21K
|
1.85K
$893K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.45% |
$2.37K - $2.81K
|
1.58K
$763K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
7New |
$2.37K - $2.81K
|
7
$3.39K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
7+ 0.46% |
$2.37K - $2.81K
|
1.52K
$736K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.84% |
$2.37K - $2.81K
|
836
$404K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 1.08% |
$2.37K - $2.81K
|
655
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 4.55% |
$2.37K - $2.81K
|
161
$77.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.84% |
$2.37K - $2.81K
|
838
$405K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 10.91% |
$2.03K - $2.41K
|
61
$29.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
6New |
$2.03K - $2.41K
|
6
$2.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 100.0% |
$2.03K - $2.41K
|
12
$5.81K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$2.03K - $2.41K
|
6
$2.9K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6+ 1.07% |
$2.03K - $2.41K
|
567
$274K
|