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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
120+ 6.81% |
$49K - $53.9K
|
1.88K
$968K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
119+ 540.91% |
$48.6K - $53.4K
|
141
$72.5K
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
118+ 5.76% |
$48.2K - $53K
|
2.17K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
118+ 0.61% |
$48.2K - $53K
|
19.5K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
118+ 6.05% |
$48.2K - $53K
|
2.07K
$1.06M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117+ 21.08% |
$47.8K - $52.5K
|
672
$346K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
116+ 9.81% |
$47.4K - $52.1K
|
1.3K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
116+ 3.98% |
$47.4K - $52.1K
|
3.03K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
116+ 2.75% |
$47.4K - $52.1K
|
4.33K
$2.23M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
115+ 12.07% |
$47K - $51.6K
|
1.07K
$549K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
115+ 5.87% |
$47K - $51.6K
|
2.07K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
114+ 0.92% |
$46.6K - $51.2K
|
12.6K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
114+ 4.62% |
$46.6K - $51.2K
|
2.58K
$1.33M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
113+ 1.19% |
$46.2K - $50.7K
|
9.57K
$4.92M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
110+ 10.71% |
$44.9K - $49.4K
|
1.14K
$585K
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
109+ 13.2% |
$44.5K - $48.9K
|
935
$481K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
109+ 0.85% |
$44.5K - $48.9K
|
12.9K
$6.64M
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
108+ 7.41% |
$44.1K - $48.5K
|
1.57K
$805K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
107+ 1.64% |
$43.7K - $48K
|
6.63K
$3.41M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
107+ 3.56% |
$43.7K - $48K
|
3.11K
$1.6M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
105+ 11.86% |
$42.9K - $47.1K
|
990
$509K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
104+ 6.16% |
$42.5K - $46.7K
|
1.79K
$921K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
104New |
$42.5K - $46.7K
|
104
$53.5K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
104New |
$42.5K - $46.7K
|
104
$53.5K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
102+ 6.64% |
$41.7K - $45.8K
|
1.64K
$842K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
100+ 3.93% |
$40.9K - $44.9K
|
2.65K
$1.36M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 1.34% |
$40.9K - $44.9K
|
7.57K
$3.89M
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
100+ 10.79% |
$40.9K - $44.9K
|
1.03K
$528K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
99+ 1.7% |
$40.4K - $44.4K
|
5.92K
$3.04M
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
98+ 1.15% |
$40K - $44K
|
8.59K
$4.42M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
98+ 8.43% |
$40K - $44K
|
1.26K
$648K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
96+ 2.99% |
$39.2K - $43.1K
|
3.31K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 58.54% |
$39.2K - $43.1K
|
260
$134K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
94New |
$38.4K - $42.2K
|
94
$48.4K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
92+ 5.02% |
$37.6K - $41.3K
|
1.92K
$989K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
91+ 1.64% |
$37.2K - $40.9K
|
5.64K
$2.9M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
90+ 6.4% |
$36.8K - $40.4K
|
1.5K
$770K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
90+ 15.99% |
$36.8K - $40.4K
|
653
$336K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
90+ 6.4% |
$36.8K - $40.4K
|
1.5K
$770K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89+ 1.04% |
$36.4K - $40K
|
8.62K
$4.44M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 4.42% |
$36.4K - $40K
|
2.1K
$1.08M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
88+ 14.29% |
$36K - $39.5K
|
704
$362K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 0.85% |
$35.5K - $39.1K
|
10.4K
$5.33M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86New |
$35.1K - $38.6K
|
86
$44.2K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
85+ 2.78% |
$34.7K - $38.2K
|
3.14K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
85+ 3.94% |
$34.7K - $38.2K
|
2.24K
$1.15M
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
84+ 6.0% |
$34.3K - $37.7K
|
1.48K
$763K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
81+ 7.74% |
$33.1K - $36.4K
|
1.13K
$580K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
81New |
$33.1K - $36.4K
|
81
$41.7K
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
81+ 11.89% |
$33.1K - $36.4K
|
762
$392K
|