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
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-555- 1.36% |
$188K - $222K
|
40.2K
$21.7M
|
|
Aug 09, 2023
Q2 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-559- 0.11% |
$189K - $224K
|
491K
$265M
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-570- 22.75% |
$193K - $229K
|
1.94K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-585- 0.69% |
$198K - $235K
|
84.2K
$45.5M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-590- 7.46% |
$200K - $237K
|
7.32K
$3.95M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-590- 1.82% |
$200K - $237K
|
31.9K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-590- 4.11% |
$200K - $237K
|
13.8K
$7.42M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-596- 25.62% |
$202K - $239K
|
1.73K
$934K
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-600- 49.79% |
$203K - $241K
|
605
$327K
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-600- 4.49% |
$203K - $241K
|
12.8K
$6.88M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-607- 1.09% |
$206K - $243K
|
54.9K
$29.6M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-628- 2.27% |
$213K - $252K
|
27K
$14.6M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-658- 1.91% |
$223K - $264K
|
33.9K
$18.3M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-662- 6.1% |
$224K - $265K
|
10.2K
$5.5M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-676- 1.96% |
$229K - $271K
|
33.9K
$18.3M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-688- 19.0% |
$233K - $276K
|
2.93K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-689- 12.6% |
$233K - $276K
|
4.78K
$2.58M
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-700- 1.04% |
$237K - $281K
|
66.6K
$35.9M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-708- 14.31% |
$240K - $284K
|
4.24K
$2.29M
|
|
Aug 14, 2023
Q2 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-714- 3.59% |
$242K - $286K
|
19.2K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-742- 1.12% |
$251K - $297K
|
65.6K
$35.4M
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-750- 37.24% |
$254K - $301K
|
1.26K
$682K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-767- 2.33% |
$260K - $307K
|
32.2K
$17.4M
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-788- 3.97% |
$267K - $316K
|
19.1K
$10.3M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-795- 8.22% |
$269K - $319K
|
8.88K
$4.79M
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-797- 9.26% |
$270K - $320K
|
7.81K
$4.22M
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-800- 3.14% |
$271K - $321K
|
24.7K
$13.3M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-815- 3.49% |
$276K - $327K
|
22.5K
$12.2M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-827- 2.57% |
$280K - $332K
|
31.3K
$16.9M
|
|
Aug 14, 2023
Q2 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-828- 5.04% |
$281K - $332K
|
15.6K
$8.42M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-849- 1.22% |
$288K - $340K
|
68.9K
$37.2M
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-860- 25.5% |
$291K - $345K
|
2.51K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-874- 5.09% |
$296K - $350K
|
16.3K
$8.79M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-876- 0.05% |
$297K - $351K
|
1.79M
$966M
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-881- 0.82% |
$299K - $353K
|
106K
$57.2M
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-893- 8.5% |
$303K - $358K
|
9.61K
$5.19M
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-897- 1.49% |
$304K - $360K
|
59.3K
$32M
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-900- 1.1% |
$305K - $361K
|
81.2K
$43.8M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-900- 47.07% |
$305K - $361K
|
1.01K
$546K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-902- 5.73% |
$306K - $362K
|
14.8K
$8M
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-932- 47.14% |
$316K - $374K
|
1.05K
$564K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-934- 18.1% |
$316K - $374K
|
4.23K
$2.28M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-937- 33.42% |
$317K - $376K
|
1.87K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-947- 3.46% |
$321K - $380K
|
26.5K
$14.3M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-966- 3.79% |
$327K - $387K
|
24.5K
$13.2M
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-974- 3.11% |
$330K - $390K
|
30.4K
$16.4M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1K- 20.0% |
$339K - $401K
|
4K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.02K- 16.23% |
$346K - $409K
|
5.27K
$2.84M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 49.66% |
$351K - $415K
|
1.05K
$567K
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.06K- 55.45% |
$358K - $424K
|
850
$459K
|