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 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-19- 2.1% |
$6.44K - $7.62K
|
884
$462K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-19- 0.13% |
$6.44K - $7.62K
|
14.1K
$7.36M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 0.41% |
$6.78K - $8.02K
|
4.84K
$2.53M
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-21- 0.75% |
$7.12K - $8.42K
|
2.79K
$1.46M
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-22- 2.59% |
$7.45K - $8.82K
|
826
$432K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-24- 3.54% |
$8.13K - $9.62K
|
654
$342K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 16.33% |
$8.13K - $9.62K
|
123
$64.3K
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-25- 1.83% |
$8.47K - $10K
|
1.34K
$702K
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 1.39% |
$8.47K - $10K
|
1.78K
$928K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25- 1.44% |
$8.47K - $10K
|
1.71K
$892K
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-26- 0.74% |
$8.81K - $10.4K
|
3.48K
$1.82M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 0.84% |
$8.81K - $10.4K
|
3.05K
$1.6M
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-26- 2.94% |
$8.81K - $10.4K
|
857
$448K
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27- 0.91% |
$9.15K - $10.8K
|
2.95K
$1.54M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 2.28% |
$9.15K - $10.8K
|
1.16K
$605K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-30- 1.56% |
$10.2K - $12K
|
1.9K
$991K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-31- 4.1% |
$10.5K - $12.4K
|
725
$379K
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-33- 0.4% |
$11.2K - $13.2K
|
8.31K
$4.34M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-34- 22.08% |
$11.5K - $13.6K
|
120
$62.7K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-34- 4.7% |
$11.5K - $13.6K
|
689
$360K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-35- 5.24% |
$11.9K - $14K
|
633
$331K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-36- 0.62% |
$12.2K - $14.4K
|
5.73K
$2.99M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-37- 0.69% |
$12.5K - $14.8K
|
5.36K
$2.8M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 3.77% |
$12.9K - $15.2K
|
971
$508K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 3.77% |
$12.9K - $15.2K
|
971
$508K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-40- 3.09% |
$13.6K - $16K
|
1.25K
$656K
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-41- 2.37% |
$13.9K - $16.4K
|
1.69K
$883K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-44- 6.74% |
$14.9K - $17.6K
|
609
$318K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-44- 4.67% |
$14.9K - $17.6K
|
899
$470K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-44- 1.18% |
$14.9K - $17.6K
|
3.7K
$1.93M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-46- 0.29% |
$15.6K - $18.4K
|
15.9K
$8.31M
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-47- 1.65% |
$15.9K - $18.8K
|
2.8K
$1.46M
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-49- 6.33% |
$16.6K - $19.6K
|
725
$379K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-49- 2.35% |
$16.6K - $19.6K
|
2.04K
$1.07M
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 3.79% |
$16.9K - $20K
|
1.27K
$665K
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 6.13% |
$16.9K - $20K
|
765
$400K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-51- 2.12% |
$17.3K - $20.4K
|
2.36K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51- 2.45% |
$17.3K - $20.4K
|
2.03K
$1.06M
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-52- 0.52% |
$17.6K - $20.8K
|
9.95K
$5.2M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-52- 4.18% |
$17.6K - $20.8K
|
1.19K
$623K
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-52- 5.76% |
$17.6K - $20.8K
|
851
$445K
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-53- 1.23% |
$18K - $21.2K
|
4.26K
$2.23M
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-54- 6.29% |
$18.3K - $21.6K
|
805
$421K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 4.98% |
$18.3K - $21.6K
|
1.03K
$539K
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-55- 1.37% |
$18.6K - $22K
|
3.95K
$2.06M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 9.28% |
$19.3K - $22.9K
|
557
$291K
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-58- 1.42% |
$19.7K - $23.3K
|
4.04K
$2.11M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.16% |
$19.7K - $23.3K
|
4.93K
$2.58M
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-59- 2.37% |
$20K - $23.7K
|
2.43K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 1.43% |
$20K - $23.7K
|
4.07K
$2.13M
|