Purchases and Sales Made in Q2 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 2024. 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 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
443+ 4.33% |
$181K - $199K
|
10.7K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
436+ 8.21% |
$178K - $196K
|
5.75K
$2.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
435+ 2.05% |
$178K - $195K
|
21.6K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
430New |
$176K - $193K
|
430
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
427+ 13.15% |
$174K - $192K
|
3.67K
$1.77M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
426+ 3.15% |
$174K - $191K
|
14K
$6.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
421+ 30.09% |
$172K - $189K
|
1.82K
$876K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
420+ 10.0% |
$172K - $189K
|
4.62K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
414+ 3.84% |
$169K - $186K
|
11.2K
$5.39M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
414+ 3.84% |
$169K - $186K
|
11.2K
$5.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
409+ 15.78% |
$167K - $184K
|
3K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
406+ 5.19% |
$166K - $182K
|
8.23K
$3.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
405+ 5.71% |
$165K - $182K
|
7.5K
$3.61M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
403+ 37.21% |
$165K - $181K
|
1.49K
$715K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
397+ 4.14% |
$162K - $178K
|
9.99K
$4.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
396+ 1.24% |
$162K - $178K
|
32.3K
$15.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
392+ 37.66% |
$160K - $176K
|
1.43K
$690K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
392+ 5.42% |
$160K - $176K
|
7.62K
$3.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
389New |
$159K - $175K
|
389
$187K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
383+ 37.18% |
$156K - $172K
|
1.41K
$680K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
380+ 7.75% |
$155K - $171K
|
5.28K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
364+ 74.9% |
$149K - $163K
|
850
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
362+ 21.24% |
$148K - $163K
|
2.07K
$994K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
355+ 0.42% |
$145K - $159K
|
84K
$40.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
348+ 3.56% |
$142K - $156K
|
10.1K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
347+ 0.33% |
$142K - $156K
|
107K
$51.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
345+ 1.89% |
$141K - $155K
|
18.6K
$8.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
340+ 4.38% |
$139K - $153K
|
8.1K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
339+ 3.02% |
$139K - $152K
|
11.6K
$5.57M
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
337+ 11.88% |
$138K - $151K
|
3.17K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
335+ 43.91% |
$137K - $150K
|
1.1K
$528K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
334+ 4.86% |
$136K - $150K
|
7.21K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
331+ 2.3% |
$135K - $149K
|
14.7K
$7.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
330+ 12.11% |
$135K - $148K
|
3.06K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
330+ 47.62% |
$135K - $148K
|
1.02K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
326+ 6.12% |
$133K - $146K
|
5.65K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
321+ 10.88% |
$131K - $144K
|
3.27K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
318+ 3.33% |
$130K - $143K
|
9.88K
$4.76M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
306+ 0.34% |
$125K - $137K
|
89.6K
$43.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
303+ 45.91% |
$124K - $136K
|
963
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
302+ 1.32% |
$123K - $136K
|
23.2K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
301+ 0.38% |
$123K - $135K
|
79.7K
$38.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
298+ 2.94% |
$122K - $134K
|
10.4K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
297+ 18.97% |
$121K - $133K
|
1.86K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
296+ 17.44% |
$121K - $133K
|
1.99K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
295+ 19.85% |
$121K - $132K
|
1.78K
$857K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
287+ 14.48% |
$117K - $129K
|
2.27K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
286+ 3.22% |
$117K - $128K
|
9.18K
$4.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283+ 7.3% |
$116K - $127K
|
4.16K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
283+ 3.92% |
$116K - $127K
|
7.5K
$3.61M
|