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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
803+ 2.92% |
$328K - $360K
|
28.3K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
802New |
$328K - $360K
|
802
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$327K - $359K
|
800
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
794+ 15.38% |
$324K - $356K
|
5.96K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
791+ 7.54% |
$323K - $355K
|
11.3K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
783+ 46.58% |
$320K - $351K
|
2.46K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
766+ 6.23% |
$313K - $344K
|
13.1K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
752+ 5.45% |
$307K - $338K
|
14.5K
$7.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
750New |
$306K - $337K
|
750
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
746+ 2.27% |
$305K - $335K
|
33.6K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
743+ 0.46% |
$304K - $334K
|
161K
$78.1M
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
734New |
$300K - $329K
|
734
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
731New |
$299K - $328K
|
731
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
719+ 69.4% |
$294K - $323K
|
1.76K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
714+ 68.79% |
$292K - $321K
|
1.75K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
704+ 136.17% |
$288K - $316K
|
1.22K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
697New |
$285K - $313K
|
697
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
688+ 2.28% |
$281K - $309K
|
30.9K
$15M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
687+ 2.03% |
$281K - $308K
|
34.5K
$16.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
681+ 1.64% |
$278K - $306K
|
42.1K
$20.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
680+ 13.52% |
$278K - $305K
|
5.71K
$2.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
662+ 10.02% |
$270K - $297K
|
7.27K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
662+ 4.94% |
$270K - $297K
|
14.1K
$6.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
660+ 41.25% |
$270K - $296K
|
2.26K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
650+ 6.01% |
$266K - $292K
|
11.5K
$5.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
647+ 21.02% |
$264K - $290K
|
3.73K
$1.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
641+ 15.27% |
$262K - $288K
|
4.84K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
640+ 2.59% |
$261K - $287K
|
25.4K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
640+ 4.89% |
$261K - $287K
|
13.7K
$6.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
639New |
$261K - $287K
|
639
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
638New |
$261K - $286K
|
638
$309K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
633+ 1861.76% |
$259K - $284K
|
667
$323K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
632+ 2.7% |
$258K - $284K
|
24K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
626New |
$256K - $281K
|
626
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
619+ 26.91% |
$253K - $278K
|
2.92K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
618New |
$252K - $277K
|
618
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
616New |
$252K - $277K
|
616
$298K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
604+ 31.61% |
$247K - $271K
|
2.52K
$1.22M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
604New |
$247K - $271K
|
604
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600New |
$245K - $269K
|
600
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
596+ 4.97% |
$244K - $268K
|
12.6K
$6.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
595New |
$243K - $267K
|
595
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
582+ 28.28% |
$238K - $261K
|
2.64K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
563+ 45.66% |
$230K - $253K
|
1.8K
$869K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
562+ 100.0% |
$230K - $252K
|
1.12K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
562+ 4.3% |
$230K - $252K
|
13.6K
$6.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
554New |
$226K - $249K
|
554
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
553New |
$226K - $248K
|
553
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
553+ 5.62% |
$226K - $248K
|
10.4K
$5.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
545+ 3.75% |
$223K - $245K
|
15.1K
$7.29M
|