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 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 0.15% |
$67.8K - $80.2K
|
130K
$66.9M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.22% |
$67.8K - $80.2K
|
90.2K
$46.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-201- 4.66% |
$68.1K - $80.6K
|
4.12K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-201- 5.05% |
$68.1K - $80.6K
|
3.78K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-208- 9.85% |
$70.5K - $83.4K
|
1.9K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-208- 17.51% |
$70.5K - $83.4K
|
980
$504K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-208- 9.85% |
$70.5K - $83.4K
|
1.9K
$979K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-210- 3.87% |
$71.2K - $84.2K
|
5.22K
$2.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-211- 64.13% |
$71.5K - $84.6K
|
118
$60.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-213- 1.78% |
$72.2K - $85.4K
|
11.7K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-213- 1.57% |
$72.2K - $85.4K
|
13.4K
$6.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-219- 33.8% |
$74.2K - $87.8K
|
429
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-223- 9.89% |
$75.6K - $89.4K
|
2.03K
$1.05M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-223- 9.89% |
$75.6K - $89.4K
|
2.03K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-224- 5.91% |
$75.9K - $89.8K
|
3.57K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-225- 0.21% |
$76.2K - $90.2K
|
109K
$56.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-230- 0.41% |
$77.9K - $92.2K
|
56.5K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-235- 18.17% |
$79.6K - $94.2K
|
1.06K
$544K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-239- 12.79% |
$81K - $95.8K
|
1.63K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-239- 1.51% |
$81K - $95.8K
|
15.6K
$8.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-241- 10.64% |
$81.7K - $96.6K
|
2.03K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-250- 1.0% |
$84.7K - $100K
|
24.7K
$12.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-254- 12.33% |
$86.1K - $102K
|
1.81K
$929K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-254- 72.16% |
$86.1K - $102K
|
98
$50.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-257- 4.23% |
$87.1K - $103K
|
5.83K
$3M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-258- 12.52% |
$87.4K - $103K
|
1.8K
$927K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-260- 13.08% |
$88.1K - $104K
|
1.73K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-260- 4.93% |
$88.1K - $104K
|
5.01K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-262- 8.79% |
$88.8K - $105K
|
2.72K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-262- 7.03% |
$88.8K - $105K
|
3.47K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-264- 0.94% |
$89.5K - $106K
|
27.8K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-267- 15.33% |
$90.5K - $107K
|
1.48K
$759K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-268- 2.84% |
$90.8K - $107K
|
9.16K
$4.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-280- 21.44% |
$94.9K - $112K
|
1.03K
$528K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-283- 23.86% |
$95.9K - $113K
|
903
$465K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-286- 16.3% |
$96.9K - $115K
|
1.47K
$756K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-286- 7.76% |
$96.9K - $115K
|
3.4K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-289- 30.42% |
$97.9K - $116K
|
661
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-292- 2.77% |
$98.9K - $117K
|
10.3K
$5.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-293- 11.8% |
$99.3K - $117K
|
2.19K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300- 1.33% |
$102K - $120K
|
22.2K
$11.4M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 1.97% |
$102K - $120K
|
14.9K
$7.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-303- 5.55% |
$103K - $121K
|
5.16K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-307- 5.68% |
$104K - $123K
|
5.1K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-309- 28.3% |
$105K - $124K
|
783
$403K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-312- 27.34% |
$106K - $125K
|
829
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-313- 1.5% |
$106K - $125K
|
20.6K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-316- 4.81% |
$107K - $127K
|
6.26K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-317- 36.19% |
$107K - $127K
|
559
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-319- 1.95% |
$108K - $128K
|
16K
$8.26M
|