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 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
187+ 15.6% |
$76.4K - $83.9K
|
1.39K
$748K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
186+ 12.57% |
$76K - $83.5K
|
1.67K
$899K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
180+ 19.54% |
$73.5K - $80.8K
|
1.1K
$594K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
180+ 46.04% |
$73.5K - $80.8K
|
571
$308K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
177+ 29.8% |
$72.3K - $79.5K
|
771
$416K
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
177+ 15.15% |
$72.3K - $79.5K
|
1.35K
$726K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
175+ 8.85% |
$71.5K - $78.6K
|
2.15K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
173New |
$70.7K - $77.7K
|
173
$93.4K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
173+ 4.4% |
$70.7K - $77.7K
|
4.11K
$2.22M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
173+ 7.4% |
$70.7K - $77.7K
|
2.51K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
173+ 3.33% |
$70.7K - $77.7K
|
5.37K
$2.9M
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
171New |
$69.9K - $76.8K
|
171
$92.3K
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
169+ 0.4% |
$69K - $75.9K
|
42.5K
$22.9M
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
167+ 0.78% |
$68.2K - $75K
|
21.5K
$11.6M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
166+ 23.95% |
$67.8K - $74.5K
|
859
$464K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
165+ 10.56% |
$67.4K - $74.1K
|
1.73K
$933K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
165+ 6.11% |
$67.4K - $74.1K
|
2.86K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
165+ 15.14% |
$67.4K - $74.1K
|
1.26K
$677K
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
165+ 26.48% |
$67.4K - $74.1K
|
788
$425K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
164+ 1.78% |
$67K - $73.6K
|
9.35K
$5.05M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
163+ 4.08% |
$66.6K - $73.2K
|
4.16K
$2.24M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
159+ 2.03% |
$65K - $71.4K
|
7.98K
$4.3M
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
158+ 0.71% |
$64.6K - $70.9K
|
22.5K
$12.2M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
156+ 3.22% |
$63.7K - $70K
|
4.99K
$2.7M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
153+ 1020.0% |
$62.5K - $68.7K
|
168
$90.7K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
152+ 3.29% |
$62.1K - $68.2K
|
4.77K
$2.57M
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
151+ 3.01% |
$61.7K - $67.8K
|
5.16K
$2.78M
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
150+ 0.09% |
$61.3K - $67.3K
|
163K
$87.7M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
148+ 0.82% |
$60.5K - $66.4K
|
18.3K
$9.85M
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
146+ 13.63% |
$59.6K - $65.5K
|
1.22K
$657K
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
145+ 1.82% |
$59.2K - $65.1K
|
8.13K
$4.39M
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
144+ 14.88% |
$58.8K - $64.6K
|
1.11K
$600K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
142+ 8.56% |
$58K - $63.7K
|
1.8K
$972K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
140+ 2.16% |
$57.2K - $62.8K
|
6.62K
$3.57M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
140+ 6.07% |
$57.2K - $62.8K
|
2.45K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
140+ 0.93% |
$57.2K - $62.8K
|
15.2K
$8.21M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
140+ 181.82% |
$57.2K - $62.8K
|
217
$117K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
139+ 28.54% |
$56.8K - $62.4K
|
626
$338K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
139+ 8.75% |
$56.8K - $62.4K
|
1.73K
$932K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
139+ 0.55% |
$56.8K - $62.4K
|
25.5K
$13.7M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
137+ 4.17% |
$56K - $61.5K
|
3.42K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131+ 9.88% |
$53.5K - $58.8K
|
1.46K
$786K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 0.69% |
$53.1K - $58.4K
|
19.1K
$10.3M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
128+ 15.4% |
$52.3K - $57.5K
|
959
$518K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
127+ 4.31% |
$51.9K - $57K
|
3.07K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
126+ 4.06% |
$51.5K - $56.6K
|
3.23K
$1.74M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
125+ 14.72% |
$51.1K - $56.1K
|
974
$526K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
125+ 4.88% |
$51.1K - $56.1K
|
2.69K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
124+ 11.24% |
$50.7K - $55.7K
|
1.23K
$662K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
122+ 5.04% |
$49.8K - $54.8K
|
2.54K
$1.37M
|