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 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
105+ 9.95% |
$35.6K - $42.1K
|
1.16K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
105+ 2.11% |
$35.6K - $42.1K
|
5.09K
$2.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
104+ 11.91% |
$35.2K - $41.7K
|
977
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
103New |
$34.9K - $41.3K
|
103
$54.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
99+ 11.86% |
$33.5K - $39.7K
|
934
$491K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
99+ 2.59% |
$33.5K - $39.7K
|
3.92K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
99+ 4.42% |
$33.5K - $39.7K
|
2.34K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
97+ 13.34% |
$32.9K - $38.9K
|
824
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 4.61% |
$32.5K - $38.5K
|
2.18K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
95+ 0.31% |
$32.2K - $38.1K
|
30.8K
$16.2M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
95+ 0.31% |
$32.2K - $38.1K
|
30.8K
$16.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
94+ 5.68% |
$31.9K - $37.7K
|
1.75K
$918K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
93New |
$31.5K - $37.3K
|
93
$48.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
91+ 10.81% |
$30.8K - $36.5K
|
933
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 5.73% |
$30.8K - $36.5K
|
1.68K
$883K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 14.54% |
$30.5K - $36.1K
|
709
$372K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
90+ 5.45% |
$30.5K - $36.1K
|
1.74K
$915K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
89+ 11.6% |
$30.2K - $35.7K
|
856
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
89+ 0.4% |
$30.2K - $35.7K
|
22.4K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
89+ 222.5% |
$30.2K - $35.7K
|
129
$67.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
89+ 11.19% |
$30.2K - $35.7K
|
884
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
89New |
$30.2K - $35.7K
|
89
$46.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
89+ 2.9% |
$30.2K - $35.7K
|
3.16K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
89+ 32.01% |
$30.2K - $35.7K
|
367
$193K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
88+ 0.91% |
$29.8K - $35.3K
|
9.74K
$5.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
86+ 1.18% |
$29.1K - $34.5K
|
7.36K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
84+ 2.53% |
$28.5K - $33.7K
|
3.4K
$1.79M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83New |
$28.1K - $33.3K
|
83
$43.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
82+ 1.08% |
$27.8K - $32.9K
|
7.68K
$4.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
82+ 0.23% |
$27.8K - $32.9K
|
35.7K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
80+ 2.88% |
$27.1K - $32.1K
|
2.86K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
80+ 4.36% |
$27.1K - $32.1K
|
1.91K
$1.01M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
80New |
$27.1K - $32.1K
|
80
$42K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
78+ 5.08% |
$26.4K - $31.3K
|
1.61K
$847K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
77+ 5.64% |
$26.1K - $30.9K
|
1.44K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
74+ 0.16% |
$25.1K - $29.7K
|
47.2K
$24.8M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 308.33% |
$25.1K - $29.7K
|
98
$51.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Northcape Capital Pty LTD
|
BUY
|
- |
73+ 0.59% |
$24.7K - $29.3K
|
12.4K
$6.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 1.77% |
$24.4K - $28.9K
|
4.14K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 0.85% |
$24.1K - $28.5K
|
8.38K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
70+ 9.58% |
$23.7K - $28.1K
|
801
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
70+ 9.5% |
$23.7K - $28.1K
|
807
$424K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
69+ 10.07% |
$23.4K - $27.7K
|
754
$396K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
69+ 0.46% |
$23.4K - $27.7K
|
14.9K
$7.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
69+ 2.34% |
$23.4K - $27.7K
|
3.02K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
68New |
$23K - $27.3K
|
68
$35.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
68+ 6.49% |
$23K - $27.3K
|
1.12K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
68New |
$23K - $27.3K
|
68
$35.7K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$23K - $27.3K
|
295
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 2.91% |
$22.7K - $26.9K
|
2.37K
$1.24M
|