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 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.36K - $1.6K
|
1.06K
$543K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
4+ 0.54% |
$1.36K - $1.6K
|
749
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.49% |
$1.36K - $1.6K
|
818
$421K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 60.0% |
$1.02K - $1.2K
|
8
$4.12K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.26% |
$1.02K - $1.2K
|
1.16K
$598K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$1.02K - $1.2K
|
1.1K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.23% |
$1.02K - $1.2K
|
1.33K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 2.29% |
$1.02K - $1.2K
|
134
$68.9K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 25.0% |
$1.02K - $1.2K
|
15
$7.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2+ 0.2% |
$678 - $802
|
1.02K
$524K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.11% |
$678 - $802
|
1.76K
$905K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
2+ 0.34% |
$678 - $802
|
587
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 100.0% |
$678 - $802
|
4
$2.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.17% |
$678 - $802
|
1.19K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.09% |
$678 - $802
|
2.2K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 9.09% |
$339 - $401
|
12
$6.17K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$339 - $401
|
1.08K
$555K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1+ 0.24% |
$339 - $401
|
423
$218K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$339 - $401
|
4.12K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.09% |
$339 - $401
|
1.09K
$561K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.11% |
$339 - $401
|
899
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.13% |
$339 - $401
|
790
$406K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1- 0.02% |
$339 - $401
|
4.09K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1- 0.04% |
$339 - $401
|
2.74K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 2.04% |
$339 - $401
|
48
$24.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 1.02% |
$339 - $401
|
97
$49.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.02% |
$339 - $401
|
5.88K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1- 0.01% |
$339 - $401
|
10.3K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.37% |
$339 - $401
|
72
$37K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.51% |
$339 - $401
|
195
$100K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$339 - $401
|
5
$2.57K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 13.33% |
$678 - $802
|
13
$6.69K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-2- 0.08% |
$678 - $802
|
2.62K
$1.35M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 2.17% |
$678 - $802
|
90
$46.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3- 0.42% |
$1.02K - $1.2K
|
708
$364K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 0.24% |
$1.02K - $1.2K
|
1.23K
$633K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3- 0.24% |
$1.02K - $1.2K
|
1.27K
$653K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-3- 0.47% |
$1.02K - $1.2K
|
633
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3- 0.17% |
$1.02K - $1.2K
|
1.71K
$881K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 2.68% |
$1.02K - $1.2K
|
109
$56.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3- 0.14% |
$1.02K - $1.2K
|
2.07K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 1.3% |
$1.02K - $1.2K
|
228
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3- 0.18% |
$1.02K - $1.2K
|
1.7K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.93% |
$1.02K - $1.2K
|
318
$164K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3Closed |
$1.02K - $1.2K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 1.36% |
$1.36K - $1.6K
|
290
$149K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-4- 0.54% |
$1.36K - $1.6K
|
736
$379K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-4- 4.44% |
$1.36K - $1.6K
|
86
$44.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.27% |
$1.36K - $1.6K
|
1.49K
$766K
|