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
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-55- 1.37% |
$18.6K - $22K
|
3.95K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 9.28% |
$19.3K - $22.9K
|
557
$301K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-58- 1.42% |
$19.7K - $23.3K
|
4.04K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.16% |
$19.7K - $23.3K
|
4.93K
$2.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-59- 2.37% |
$20K - $23.7K
|
2.43K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 1.43% |
$20K - $23.7K
|
4.07K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-60- 1.88% |
$20.3K - $24.1K
|
3.13K
$1.69M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-60- 1.88% |
$20.3K - $24.1K
|
3.13K
$1.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-61- 9.12% |
$20.7K - $24.5K
|
608
$328K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-61- 1.79% |
$20.7K - $24.5K
|
3.34K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-62- 6.45% |
$21K - $24.9K
|
899
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-63- 17.36% |
$21.3K - $25.3K
|
300
$162K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 11.79% |
$21.7K - $25.7K
|
479
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-64- 1.01% |
$21.7K - $25.7K
|
6.24K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-66- 0.58% |
$22.4K - $26.5K
|
11.3K
$6.07M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-66- 10.75% |
$22.4K - $26.5K
|
548
$296K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-67- 0.09% |
$22.7K - $26.9K
|
78K
$42.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-68- 10.1% |
$23K - $27.3K
|
605
$327K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-68- 6.36% |
$23K - $27.3K
|
1K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-69- 10.53% |
$23.4K - $27.7K
|
586
$316K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-69- 75.0% |
$23.4K - $27.7K
|
23
$12.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-70- 28.69% |
$23.7K - $28.1K
|
174
$93.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-73- 0.85% |
$24.7K - $29.3K
|
8.5K
$4.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-73- 18.34% |
$24.7K - $29.3K
|
325
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-73- 0.3% |
$24.7K - $29.3K
|
24.3K
$13.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 2.58% |
$25.1K - $29.7K
|
2.8K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-75- 9.05% |
$25.4K - $30.1K
|
754
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-77- 4.45% |
$26.1K - $30.9K
|
1.65K
$893K
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-80- 4.47% |
$27.1K - $32.1K
|
1.71K
$923K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-81- 1.26% |
$27.4K - $32.5K
|
6.36K
$3.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-81- 2.07% |
$27.4K - $32.5K
|
3.82K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-83- 1.68% |
$28.1K - $33.3K
|
4.85K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-83- 1.68% |
$28.1K - $33.3K
|
4.86K
$2.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-84- 7.0% |
$28.5K - $33.7K
|
1.12K
$602K
|
|
|
Jul 14, 2023
Q2 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-85- 0.21% |
$28.8K - $34.1K
|
39.6K
$21.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-85- 0.58% |
$28.8K - $34.1K
|
14.5K
$7.8M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-86- 0.9% |
$29.1K - $34.5K
|
9.49K
$5.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-90- 0.35% |
$30.5K - $36.1K
|
25.8K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-90- 2.1% |
$30.5K - $36.1K
|
4.19K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-91- 0.48% |
$30.8K - $36.5K
|
18.7K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-92- 5.46% |
$31.2K - $36.9K
|
1.59K
$860K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 59.24% |
$31.5K - $37.3K
|
64
$34.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-93- 0.36% |
$31.5K - $37.3K
|
26.1K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-94- 0.55% |
$31.9K - $37.7K
|
16.9K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-94- 61.44% |
$31.9K - $37.7K
|
59
$31.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-95- 0.41% |
$32.2K - $38.1K
|
22.9K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-97- 1.55% |
$32.9K - $38.9K
|
6.18K
$3.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-100- 2.01% |
$33.9K - $40.1K
|
4.88K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-100- 6.7% |
$33.9K - $40.1K
|
1.39K
$751K
|
|
|
Aug 11, 2023
Q2 2023
|
Cdam (Uk) LTD
London, X0 |
SELL
|
- |
-100- 0.07% |
$33.9K - $40.1K
|
136K
$73.4M
|