Purchases and Sales Made in Q2 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 2024. 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 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
25+ 1.13% |
$10.2K - $11.2K
|
2.24K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 2.4% |
$10.2K - $11.2K
|
1.07K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
25New |
$10.2K - $11.2K
|
25
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
24+ 48.98% |
$9.81K - $10.8K
|
73
$35.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24+ 1.33% |
$9.81K - $10.8K
|
1.84K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24+ 2.26% |
$9.81K - $10.8K
|
1.08K
$524K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
24+ 0.02% |
$9.81K - $10.8K
|
103K
$49.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
23+ 0.51% |
$9.4K - $10.3K
|
4.54K
$2.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
23+ 2.3% |
$9.4K - $10.3K
|
1.02K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$9.4K - $10.3K
|
23
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
23New |
$9.4K - $10.3K
|
23
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 2.34% |
$9.4K - $10.3K
|
1K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
22+ 2.36% |
$8.99K - $9.88K
|
955
$462K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 2.35% |
$8.99K - $9.88K
|
960
$464K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22+ 0.08% |
$8.99K - $9.88K
|
27.5K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 4.35% |
$8.99K - $9.88K
|
528
$255K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22+ 1.04% |
$8.99K - $9.88K
|
2.13K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 34.92% |
$8.99K - $9.88K
|
85
$41.1K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
22+ 1.76% |
$8.99K - $9.88K
|
1.27K
$615K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 2.97% |
$8.58K - $9.43K
|
728
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
21+ 2.49% |
$8.58K - $9.43K
|
863
$418K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.52K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.41% |
$8.58K - $9.43K
|
1.51K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 11.17% |
$8.58K - $9.43K
|
209
$101K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
21+ 0.25% |
$8.58K - $9.43K
|
8.28K
$4.01M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
20+ 1.16% |
$8.17K - $8.98K
|
1.74K
$842K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.8% |
$8.17K - $8.98K
|
2.53K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 19.8% |
$8.17K - $8.98K
|
121
$58.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20+ 1.31% |
$8.17K - $8.98K
|
1.54K
$747K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20+ 1.76% |
$8.17K - $8.98K
|
1.15K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
20+ 4.02% |
$8.17K - $8.98K
|
518
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 2.99% |
$7.76K - $8.53K
|
655
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 1.8% |
$7.76K - $8.53K
|
1.08K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.51% |
$7.76K - $8.53K
|
3.73K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 3.64% |
$7.35K - $8.08K
|
512
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18+ 1.47% |
$7.35K - $8.08K
|
1.25K
$603K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17+ 0.45% |
$6.95K - $7.63K
|
3.77K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
17+ 0.91% |
$6.95K - $7.63K
|
1.88K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 2.51% |
$6.95K - $7.63K
|
694
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 2.92% |
$6.54K - $7.18K
|
564
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.32% |
$6.54K - $7.18K
|
4.96K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$7.74K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
16+ 2.03% |
$6.54K - $7.18K
|
805
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16+ 9.47% |
$6.54K - $7.18K
|
185
$89.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 4.18% |
$6.54K - $7.18K
|
399
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$7.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15+ 2.65% |
$6.13K - $6.73K
|
582
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 55.56% |
$6.13K - $6.73K
|
42
$20.3K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
15+ 0.42% |
$6.13K - $6.73K
|
3.59K
$1.74M
|