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
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
62+ 1.28% |
$21K - $24.9K
|
4.91K
$2.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 8.44% |
$20.7K - $24.5K
|
784
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61+ 13.23% |
$20.7K - $24.5K
|
522
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
60+ 0.51% |
$20.3K - $24.1K
|
11.8K
$5.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57+ 42.54% |
$19.3K - $22.9K
|
191
$96.1K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
57+ 6.03% |
$19.3K - $22.9K
|
1K
$505K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
56+ 0.14% |
$19K - $22.4K
|
38.8K
$19.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 5.27% |
$19K - $22.4K
|
1.12K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
56+ 0.77% |
$19K - $22.4K
|
7.32K
$3.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56+ 16.23% |
$19K - $22.4K
|
401
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
55+ 90.16% |
$18.6K - $22K
|
116
$58.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
54+ 93.1% |
$18.3K - $21.6K
|
112
$56.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
53+ 3.6% |
$18K - $21.2K
|
1.52K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
52+ 1.26% |
$17.6K - $20.8K
|
4.19K
$2.11M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52+ 0.19% |
$17.6K - $20.8K
|
27K
$13.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 3.99% |
$16.9K - $20K
|
1.3K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
50+ 0.24% |
$16.9K - $20K
|
20.7K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 2.44% |
$16.9K - $20K
|
2.1K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
50+ 1.22% |
$16.9K - $20K
|
4.13K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
49+ 6.73% |
$16.6K - $19.6K
|
777
$391K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
48+ 0.18% |
$16.3K - $19.2K
|
27.1K
$13.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
47+ 6.72% |
$15.9K - $18.8K
|
746
$375K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
45+ 2.36% |
$15.2K - $18K
|
1.95K
$981K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 5.49% |
$15.2K - $18K
|
865
$435K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
45+ 6.1% |
$15.2K - $18K
|
783
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
44+ 1.31% |
$14.9K - $17.6K
|
3.4K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
43+ 3.16% |
$14.6K - $17.2K
|
1.4K
$706K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43+ 2.55% |
$14.6K - $17.2K
|
1.73K
$871K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
43+ 21.18% |
$14.6K - $17.2K
|
246
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43+ 2.25% |
$14.6K - $17.2K
|
1.95K
$983K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 11.85% |
$14.6K - $17.2K
|
406
$204K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
42+ 6.26% |
$14.2K - $16.8K
|
713
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
42+ 0.29% |
$14.2K - $16.8K
|
14.7K
$7.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
42+ 1.11% |
$14.2K - $16.8K
|
3.82K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
41+ 0.92% |
$13.9K - $16.4K
|
4.48K
$2.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41+ 4.69% |
$13.9K - $16.4K
|
915
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
40+ 1.56% |
$13.6K - $16K
|
2.61K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$13.6K - $16K
|
40
$20.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
39+ 3.91% |
$13.2K - $15.6K
|
1.04K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
39+ 4.91% |
$13.2K - $15.6K
|
833
$419K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
38+ 5.11% |
$12.9K - $15.2K
|
781
$393K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
38+ 2.2% |
$12.9K - $15.2K
|
1.76K
$887K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
37+ 5.99% |
$12.5K - $14.8K
|
655
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 1.47% |
$11.9K - $14K
|
2.41K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
34+ 35.05% |
$11.5K - $13.6K
|
131
$65.9K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
34+ 1.85% |
$11.5K - $13.6K
|
1.87K
$943K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
33+ 2.02% |
$11.2K - $13.2K
|
1.67K
$839K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
32+ 5.03% |
$10.8K - $12.8K
|
668
$336K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 1.37% |
$10.8K - $12.8K
|
2.36K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
31+ 4.35% |
$10.5K - $12.4K
|
744
$374K
|