Purchases and Sales Made in Q2 2023 in S&P Global Inc. (SPGI)

SPGI Quotes by TradingView

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 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.02K
+ 16.03%
$346K - $409K
7.38K $3.57M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.02K
+ 21.05%
$346K - $409K
5.87K $2.84M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.01K
+ 0.93%
$343K - $406K
110K $53M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
992
+ 4.51%
$336K - $398K
23K $11.1M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
967
New
$328K - $388K
967 $468K
Aug 11, 2023 Q2 2023
Wills Financial Group, Inc.

BUY
 -
967
+ 16.62%
$328K - $388K
6.79K $3.28M
Aug 15, 2023 Q2 2023
Girard Partners Ltd.

BUY
 -
961
+ 4.42%
$326K - $385K
22.7K $11M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
958
New
$325K - $384K
958 $463K
Jul 28, 2023 Q2 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
936
+ 35.68%
$317K - $375K
3.56K $1.72M
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
914
New
$310K - $366K
914 $442K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
908
+ 7.72%
$308K - $364K
12.7K $6.13M
Aug 14, 2023 Q2 2023
Aigen Investment Management, LP

BUY
 -
900
New
$305K - $361K
900 $435K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
899
+ 1.3%
$305K - $360K
70.1K $33.9M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
866
+ 14.57%
$293K - $347K
6.81K $3.29M
Aug 03, 2023 Q2 2023
Titan Global Capital Management Usa LLC

New York, NY
BUY
 -
857
+ 2.33%
$290K - $344K
37.6K $18.2M
Nov 13, 2023 Q2 2023
Titan Global Capital Management Usa LLC

New York, NY
BUY
 -
857
+ 2.33%
$290K - $344K
37.6K $18.2M
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
855
+ 4.63%
$290K - $343K
19.3K $9.35M
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
853
+ 20.57%
$289K - $342K
5K $2.42M
Aug 02, 2023 Q2 2023
Yousif Capital Management, LLC

BUY
 -
839
+ 1.27%
$284K - $336K
66.7K $32.3M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
826
New
$280K - $331K
826 $400K
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
816
+ 8.69%
$276K - $327K
10.2K $4.94M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
812
+ 35.06%
$275K - $326K
3.13K $1.51M
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
796
+ 35.68%
$270K - $319K
3.03K $1.46M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
794
+ 3.96%
$269K - $318K
20.8K $10.1M
Aug 13, 2025 Q2 2023
Stone X Group Inc.

BUY
 -
794
New
$269K - $318K
794 $384K
Aug 14, 2023 Q2 2023
Paloma Partners Management CO

Greenwich, CT
BUY
 -
792
+ 91.03%
$268K - $318K
1.66K $804K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
789
New
$267K - $316K
789 $382K
Jul 13, 2023 Q2 2023
Northstar Advisory Group, LLC

BUY
 -
783
New
$265K - $314K
783 $379K
Aug 15, 2023 Q2 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
780
New
$264K - $313K
780 $377K
Aug 08, 2023 Q2 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
773
New
$262K - $310K
773 $374K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
771
+ 117.89%
$261K - $309K
1.43K $689K
Aug 08, 2023 Q2 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
769
New
$261K - $308K
769 $372K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

BUY
 -
766
+ 20.82%
$260K - $307K
4.45K $2.15M
Aug 07, 2023 Q2 2023
Metis Global Partners, LLC

BUY
 -
762
+ 4.97%
$258K - $305K
16.1K $7.78M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
745
+ 6.62%
$252K - $299K
12K $5.8M
Aug 01, 2023 Q2 2023
Baldwin Investment Management, LLC

BUY
 -
729
+ 9.88%
$247K - $292K
8.11K $3.92M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
728
New
$247K - $292K
728 $352K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
720
+ 9.24%
$244K - $289K
8.51K $4.12M
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
719
New
$244K - $288K
719 $348K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
699
+ 5.27%
$237K - $280K
14K $6.76M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
696
+ 57.43%
$236K - $279K
1.91K $923K
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
685
+ 33.33%
$232K - $275K
2.74K $1.33M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
680
New
$230K - $273K
680 $329K
Aug 11, 2023 Q2 2023
Sfmg, LLC

BUY
 -
679
New
$230K - $272K
679 $328K
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
660
New
$224K - $265K
660 $319K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
658
New
$223K - $264K
658 $318K
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
656
+ 78.0%
$222K - $263K
1.5K $724K
Jul 21, 2023 Q2 2023
Asahi Life Asset Management Co., Ltd.

BUY
 -
655
+ 81.37%
$222K - $263K
1.46K $706K
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
654
New
$222K - $262K
654 $316K

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