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 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 9.15% |
$33.9K - $40.1K
|
993
$536K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-101- 2.28% |
$34.2K - $40.5K
|
4.34K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-102- 0.87% |
$34.6K - $40.9K
|
11.6K
$6.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 2.54% |
$34.6K - $40.9K
|
3.91K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-105- 14.09% |
$35.6K - $42.1K
|
640
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-106- 4.9% |
$35.9K - $42.5K
|
2.06K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-106- 0.13% |
$35.9K - $42.5K
|
79.5K
$42.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-107- 8.26% |
$36.3K - $42.9K
|
1.19K
$641K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-107- 10.04% |
$36.3K - $42.9K
|
959
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-108- 0.75% |
$36.6K - $43.3K
|
14.2K
$7.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-111- 2.78% |
$37.6K - $44.5K
|
3.88K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-112- 5.33% |
$37.9K - $44.9K
|
1.99K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-114- 0.89% |
$38.6K - $45.7K
|
12.7K
$6.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-118- 4.26% |
$40K - $47.3K
|
2.65K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-118- 0.26% |
$40K - $47.3K
|
44.6K
$24.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-119- 1.5% |
$40.3K - $47.7K
|
7.84K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-120- 6.83% |
$40.7K - $48.1K
|
1.64K
$883K
|
|
|
Sep 07, 2023
Q2 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-120- 0.63% |
$40.7K - $48.1K
|
19.1K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-121- 3.47% |
$41K - $48.5K
|
3.37K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-122- 5.1% |
$41.3K - $48.9K
|
2.27K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-123- 1.14% |
$41.7K - $49.3K
|
10.6K
$5.74M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-125- 2.94% |
$42.4K - $50.1K
|
4.13K
$2.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-131- 9.89% |
$44.4K - $52.5K
|
1.19K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-131- 3.16% |
$44.4K - $52.5K
|
4.01K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-131- 1.39% |
$44.4K - $52.5K
|
9.29K
$5.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-132- 1.84% |
$44.7K - $52.9K
|
7.03K
$3.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
SELL
|
- |
-135- 32.37% |
$45.7K - $54.1K
|
282
$152K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-137- 6.62% |
$46.4K - $54.9K
|
1.93K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-139- 20.53% |
$47.1K - $55.7K
|
538
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-143- 8.38% |
$48.5K - $57.3K
|
1.56K
$844K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-145- 1.52% |
$49.1K - $58.1K
|
9.41K
$5.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-146- 1.87% |
$49.5K - $58.5K
|
7.67K
$4.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-146- 11.61% |
$49.5K - $58.5K
|
1.11K
$600K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-150- 14.65% |
$50.8K - $60.1K
|
874
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 1.48% |
$50.8K - $60.1K
|
9.99K
$5.39M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-151- 0.14% |
$51.2K - $60.5K
|
106K
$57.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-152- 4.98% |
$51.5K - $60.9K
|
2.9K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-158- 1.12% |
$53.5K - $63.3K
|
14K
$7.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-159- 32.32% |
$53.9K - $63.7K
|
333
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-161- 23.85% |
$54.6K - $64.5K
|
514
$277K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-163- 3.06% |
$55.2K - $65.3K
|
5.16K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-165- 12.5% |
$55.9K - $66.1K
|
1.16K
$623K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-165- 0.87% |
$55.9K - $66.1K
|
18.8K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-165- 3.06% |
$55.9K - $66.1K
|
5.23K
$2.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 13.12% |
$56.6K - $66.9K
|
1.11K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-167- 9.27% |
$56.6K - $66.9K
|
1.63K
$882K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-170- 6.11% |
$57.6K - $68.2K
|
2.61K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-172- 4.47% |
$58.3K - $69K
|
3.68K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-178- 1.35% |
$60.3K - $71.4K
|
13K
$7.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-179- 3.51% |
$60.7K - $71.8K
|
4.92K
$2.66M
|