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 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 2.68% |
$1.02K - $1.2K
|
109
$52.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3- 0.14% |
$1.02K - $1.2K
|
2.07K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 1.3% |
$1.02K - $1.2K
|
228
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3- 0.18% |
$1.02K - $1.2K
|
1.7K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.93% |
$1.02K - $1.2K
|
318
$154K
|
|
|
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
$140K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-4- 0.54% |
$1.36K - $1.6K
|
736
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-4- 4.44% |
$1.36K - $1.6K
|
86
$41.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.27% |
$1.36K - $1.6K
|
1.49K
$720K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.42% |
$1.36K - $1.6K
|
940
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-4- 0.65% |
$1.36K - $1.6K
|
610
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4- 36.36% |
$1.36K - $1.6K
|
7
$3.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4- 0.27% |
$1.36K - $1.6K
|
1.49K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.65% |
$1.69K - $2K
|
761
$368K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 1.0% |
$1.69K - $2K
|
497
$240K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5- 0.05% |
$1.69K - $2K
|
9.97K
$4.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$2.03K - $2.41K
|
9K
$4.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6- 0.52% |
$2.03K - $2.41K
|
1.14K
$550K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6- 0.5% |
$2.03K - $2.41K
|
1.19K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6- 14.63% |
$2.03K - $2.41K
|
35
$16.9K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 42.86% |
$2.03K - $2.41K
|
8
$3.87K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-7- 0.11% |
$2.37K - $2.81K
|
6.35K
$3.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 0.97% |
$2.37K - $2.81K
|
712
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-7- 1.13% |
$2.37K - $2.81K
|
615
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7- 3.98% |
$2.37K - $2.81K
|
169
$81.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 1.65% |
$2.71K - $3.21K
|
477
$231K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-8- 0.26% |
$2.71K - $3.21K
|
3.05K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.23% |
$3.05K - $3.61K
|
3.86K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9- 0.58% |
$3.05K - $3.61K
|
1.54K
$745K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 0.69% |
$3.05K - $3.61K
|
1.3K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9- 0.24% |
$3.05K - $3.61K
|
3.81K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.14% |
$3.39K - $4.01K
|
7.27K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10- 1.21% |
$3.39K - $4.01K
|
815
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-10- 0.38% |
$3.39K - $4.01K
|
2.65K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11- 4.6% |
$3.73K - $4.41K
|
228
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12- 15.79% |
$4.07K - $4.81K
|
64
$31K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13- 1.8% |
$4.4K - $5.21K
|
711
$344K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-13- 0.42% |
$4.4K - $5.21K
|
3.07K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-13- 2.17% |
$4.4K - $5.21K
|
585
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-13- 2.18% |
$4.4K - $5.21K
|
584
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-13- 0.96% |
$4.4K - $5.21K
|
1.34K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-13- 0.57% |
$4.4K - $5.21K
|
2.25K
$1.09M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13- 1.34% |
$4.4K - $5.21K
|
958
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-14- 0.89% |
$4.74K - $5.61K
|
1.56K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14- 56.0% |
$4.74K - $5.61K
|
11
$5.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14- 0.96% |
$4.74K - $5.61K
|
1.44K
$695K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-14- 2.0% |
$4.74K - $5.61K
|
685
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-15- 0.36% |
$5.08K - $6.01K
|
4.18K
$2.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 1.92% |
$5.08K - $6.01K
|
765
$370K
|