Purchases and Sales Made in Q2 2023 in S&P Global Inc. (SPGI)

SPGI Quotes by TradingView

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 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
513
New
$174K - $206K
513 $258K
Aug 14, 2023 Q2 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
512
New
$173K - $205K
512 $258K
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
511
+ 3.32%
$173K - $205K
15.9K $8.01M
Aug 01, 2023 Q2 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
504
New
$171K - $202K
504 $254K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
504
New
$171K - $202K
504 $254K
Jul 27, 2023 Q2 2023
Ipswich Investment Management Co., Inc.

BUY
 -
502
New
$170K - $201K
502 $253K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
500
New
$169K - $200K
500 $252K
Aug 02, 2023 Q2 2023
Nichols & Pratt Advisers LLP

BUY
 -
500
+ 15.63%
$169K - $200K
3.7K $1.86M
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
500
New
$169K - $200K
500 $252K
Sep 26, 2023 Q2 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
500
New
$169K - $200K
500 $252K
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
484
+ 5.51%
$164K - $194K
9.26K $4.66M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
478
+ 5.98%
$162K - $192K
8.48K $4.26M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
476
+ 7.98%
$161K - $191K
6.44K $3.24M
Aug 14, 2023 Q2 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
462
New
$157K - $185K
462 $232K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
448
+ 16.01%
$152K - $180K
3.25K $1.63M
Aug 07, 2023 Q2 2023
Amica Retiree Medical Trust

BUY
 -
446
+ 31.21%
$151K - $179K
1.88K $943K
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
440
+ 8.77%
$149K - $176K
5.46K $2.74M
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
432
+ 30.55%
$146K - $173K
1.85K $929K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
431
+ 32.63%
$146K - $173K
1.75K $881K
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
428
+ 16.64%
$145K - $172K
3K $1.51M
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
417
+ 12.32%
$141K - $167K
3.8K $1.91M
Aug 11, 2023 Q2 2023
Stansberry Asset Management, LLC

New York, NY
BUY
 -
415
+ 5.1%
$141K - $166K
8.55K $4.3M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
413
+ 29.54%
$140K - $166K
1.81K $911K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
411
+ 2.15%
$139K - $165K
19.6K $9.84M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
408
+ 47.44%
$138K - $164K
1.27K $638K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
406
+ 5.89%
$138K - $163K
7.3K $3.67M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
406
+ 29.46%
$138K - $163K
1.78K $898K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
405
+ 0.44%
$137K - $162K
91.8K $46.2M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
405
+ 7.59%
$137K - $162K
5.74K $2.89M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
401
+ 1.03%
$136K - $161K
39.4K $19.8M
Aug 14, 2023 Q2 2023
Elo Mutual Pension Insurance CO

BUY
 -
399
+ 1.5%
$135K - $160K
27K $13.6M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
397
+ 3.93%
$135K - $159K
10.5K $5.29M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
396
+ 14.07%
$134K - $159K
3.21K $1.62M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
395
+ 33.31%
$134K - $158K
1.58K $795K
Jul 19, 2023 Q2 2023
Douglas Lane & Associates, LLC

BUY
 -
391
+ 29.6%
$132K - $157K
1.71K $861K
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
390
+ 4.48%
$132K - $156K
9.09K $4.57M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
389
+ 2.89%
$132K - $156K
13.8K $6.96M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
389
+ 16.82%
$132K - $156K
2.7K $1.36M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
387
+ 0.7%
$131K - $155K
55.8K $28.1M
Aug 11, 2023 Q2 2023
Amalgamated Bank

New York, NY
BUY
 -
374
+ 0.43%
$127K - $150K
88K $44.3M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
373
+ 13.86%
$126K - $150K
3.07K $1.54M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
365
+ 8.59%
$124K - $146K
4.61K $2.32M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
354
+ 17.26%
$120K - $142K
2.41K $1.21M
Aug 11, 2023 Q2 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
350
New
$119K - $140K
350 $176K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
349
+ 10.03%
$118K - $140K
3.83K $1.93M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
349
+ 10.03%
$118K - $140K
3.83K $1.93M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
346
+ 988.57%
$117K - $139K
381 $192K
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
343
+ 1.28%
$116K - $138K
27.2K $13.7M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
343
+ 1.32%
$116K - $138K
26.4K $13.3M

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