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 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.58K+ 11.22% |
$534K - $632K
|
15.6K
$8.04M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.55K+ 1.0% |
$526K - $622K
|
157K
$80.6M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.53K+ 1.28% |
$518K - $613K
|
121K
$62.5M
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.52KNew |
$514K - $608K
|
1.52K
$780K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 3.0% |
$512K - $606K
|
51.8K
$26.7M
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
1.5K+ 34.09% |
$508K - $601K
|
5.9K
$3.04M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.5K+ 7.58% |
$507K - $599K
|
21.2K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.49K+ 1.35% |
$504K - $596K
|
111K
$57.2M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 45.71% |
$503K - $595K
|
4.73K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.48KNew |
$502K - $594K
|
1.48K
$762K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.47K+ 7.16% |
$497K - $588K
|
21.9K
$11.3M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.47K+ 70.16% |
$496K - $587K
|
3.55K
$1.83M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 78.21% |
$496K - $587K
|
3.34K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.45K+ 14.25% |
$490K - $579K
|
11.6K
$5.96M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.44K+ 11.12% |
$487K - $576K
|
14.4K
$7.39M
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4K+ 1.02% |
$473K - $560K
|
139K
$71.4M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.4K+ 2.5% |
$473K - $560K
|
57.2K
$29.4M
|
|
Aug 14, 2023
Q2 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.37K+ 47.78% |
$463K - $548K
|
4.23K
$2.17M
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.37K+ 148.05% |
$463K - $547K
|
2.29K
$1.18M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.35KNew |
$457K - $541K
|
1.35K
$695K
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$457K - $541K
|
1.35K
$695K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.34K+ 26.82% |
$455K - $538K
|
6.35K
$3.27M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.34KNew |
$455K - $538K
|
1.34K
$690K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.34K+ 23.36% |
$454K - $537K
|
7.07K
$3.64M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 2.1% |
$452K - $534K
|
64.7K
$33.3M
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.33K+ 6.07% |
$449K - $531K
|
23.2K
$11.9M
|
|
Aug 03, 2023
Q2 2023
|
Jackson Hill Advisors, LLC
|
BUY
|
- |
1.25K+ 4.2% |
$424K - $501K
|
31K
$15.9M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.24K+ 19.66% |
$421K - $498K
|
7.57K
$3.89M
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
1.21K+ 33.34% |
$410K - $485K
|
4.84K
$2.49M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.21KNew |
$409K - $484K
|
1.21K
$621K
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.21K+ 2.49% |
$409K - $483K
|
49.6K
$25.5M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.2K+ 96.47% |
$408K - $483K
|
2.45K
$1.26M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.19K+ 42.79% |
$404K - $478K
|
3.98K
$2.05M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 69.99% |
$400K - $473K
|
2.87K
$1.47M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.17K+ 14.44% |
$395K - $467K
|
9.24K
$4.75M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$394K - $466K
|
1.16K
$598K
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.16K+ 8.25% |
$393K - $465K
|
15.2K
$7.83M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 3.88% |
$389K - $460K
|
30.7K
$15.8M
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.13KNew |
$384K - $455K
|
1.13K
$583K
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.12K+ 30.7% |
$379K - $449K
|
4.76K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.11KNew |
$377K - $447K
|
1.11K
$573K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.07KNew |
$362K - $428K
|
1.07K
$549K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.06KNew |
$358K - $423K
|
1.06K
$543K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03KNew |
$347K - $411K
|
1.03K
$527K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03KNew |
$347K - $411K
|
1.03K
$527K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 16.03% |
$346K - $409K
|
7.38K
$3.8M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.02K+ 21.05% |
$346K - $409K
|
5.87K
$3.02M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 0.93% |
$343K - $406K
|
110K
$56.4M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
992+ 4.51% |
$336K - $398K
|
23K
$11.8M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
967New |
$328K - $388K
|
967
$497K
|