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 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
513New |
$174K - $206K
|
513
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
513New |
$174K - $206K
|
513
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
512New |
$173K - $205K
|
512
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
511+ 3.32% |
$173K - $205K
|
15.9K
$8.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
504New |
$171K - $202K
|
504
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
504New |
$171K - $202K
|
504
$264K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
502New |
$170K - $201K
|
502
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
500New |
$169K - $200K
|
500
$261K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
500+ 15.63% |
$169K - $200K
|
3.7K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
500New |
$169K - $200K
|
500
$261K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
500New |
$169K - $200K
|
500
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
487+ 1132.56% |
$165K - $195K
|
530
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
484+ 5.51% |
$164K - $194K
|
9.26K
$4.84M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
478+ 5.98% |
$162K - $192K
|
8.48K
$4.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
476+ 7.98% |
$161K - $191K
|
6.44K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
462New |
$157K - $185K
|
462
$242K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
448+ 16.01% |
$152K - $180K
|
3.25K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
446+ 31.21% |
$151K - $179K
|
1.88K
$980K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
440+ 8.77% |
$149K - $176K
|
5.46K
$2.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
432+ 30.55% |
$146K - $173K
|
1.85K
$965K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
431+ 32.63% |
$146K - $173K
|
1.75K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
428+ 16.64% |
$145K - $172K
|
3K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
417+ 12.32% |
$141K - $167K
|
3.8K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
415+ 5.1% |
$141K - $166K
|
8.55K
$4.47M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
413+ 29.54% |
$140K - $166K
|
1.81K
$947K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
411+ 2.15% |
$139K - $165K
|
19.6K
$10.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
408+ 47.44% |
$138K - $164K
|
1.27K
$663K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
406+ 5.89% |
$138K - $163K
|
7.3K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
406+ 29.46% |
$138K - $163K
|
1.78K
$933K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
405+ 0.44% |
$137K - $162K
|
91.8K
$48M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
405+ 7.59% |
$137K - $162K
|
5.74K
$3M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
401+ 1.03% |
$136K - $161K
|
39.4K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
399+ 1.5% |
$135K - $160K
|
27K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
397+ 3.93% |
$135K - $159K
|
10.5K
$5.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 14.07% |
$134K - $159K
|
3.21K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
395+ 33.31% |
$134K - $158K
|
1.58K
$827K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
391+ 29.6% |
$132K - $157K
|
1.71K
$895K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
390+ 4.48% |
$132K - $156K
|
9.09K
$4.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
389+ 2.89% |
$132K - $156K
|
13.8K
$7.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
389+ 16.82% |
$132K - $156K
|
2.7K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
387+ 0.7% |
$131K - $155K
|
55.8K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
374+ 0.43% |
$127K - $150K
|
88K
$46M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
373+ 13.86% |
$126K - $150K
|
3.07K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
365+ 8.59% |
$124K - $146K
|
4.61K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
354+ 17.26% |
$120K - $142K
|
2.41K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
350New |
$119K - $140K
|
350
$183K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
349+ 10.03% |
$118K - $140K
|
3.83K
$2M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
349+ 10.03% |
$118K - $140K
|
3.83K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
346+ 988.57% |
$117K - $139K
|
381
$199K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
343+ 1.28% |
$116K - $138K
|
27.2K
$14.2M
|