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 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
81+ 7.74% |
$33.1K - $36.4K
|
1.13K
$526K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
81New |
$33.1K - $36.4K
|
81
$37.8K
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
81+ 11.89% |
$33.1K - $36.4K
|
762
$355K
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
81+ 8.9% |
$33.1K - $36.4K
|
991
$462K
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
80+ 7.67% |
$32.7K - $35.9K
|
1.12K
$524K
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
80+ 13.45% |
$32.7K - $35.9K
|
675
$315K
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
79+ 0.25% |
$32.3K - $35.5K
|
31.6K
$14.7M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 0.41% |
$32.3K - $35.5K
|
19.2K
$8.94M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79+ 1.2% |
$32.3K - $35.5K
|
6.67K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
79+ 1.28% |
$32.3K - $35.5K
|
6.25K
$2.91M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
76New |
$31.1K - $34.1K
|
76
$35.4K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
73+ 5.56% |
$29.8K - $32.8K
|
1.39K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
70+ 7.22% |
$28.6K - $31.4K
|
1.04K
$485K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 12.03% |
$27.4K - $30.1K
|
624
$291K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
66+ 4.08% |
$27K - $29.6K
|
1.69K
$786K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
65+ 3.26% |
$26.6K - $29.2K
|
2.06K
$960K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
65+ 0.85% |
$26.6K - $29.2K
|
7.72K
$3.6M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
65+ 3.33% |
$26.6K - $29.2K
|
2.02K
$941K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
64+ 98.46% |
$26.1K - $28.7K
|
129
$60.2K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61+ 6.71% |
$24.9K - $27.4K
|
970
$452K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
60+ 9.0% |
$24.5K - $26.9K
|
727
$339K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
60+ 5.3% |
$24.5K - $26.9K
|
1.19K
$556K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60+ 0.27% |
$24.5K - $26.9K
|
22.5K
$10.5M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
59+ 9.97% |
$24.1K - $26.5K
|
651
$304K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
59+ 0.12% |
$24.1K - $26.5K
|
50K
$23.3M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
56+ 5.9% |
$22.9K - $25.1K
|
1.01K
$469K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 4.28% |
$22.9K - $25.1K
|
1.37K
$637K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
56+ 64.37% |
$22.9K - $25.1K
|
143
$66.7K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
56+ 3.62% |
$22.9K - $25.1K
|
1.61K
$749K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 90.16% |
$22.5K - $24.7K
|
116
$54.1K
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
55+ 10.98% |
$22.5K - $24.7K
|
556
$259K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
54+ 7.38% |
$22.1K - $24.2K
|
786
$367K
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
53+ 0.49% |
$21.7K - $23.8K
|
10.8K
$5.04M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 2.83% |
$21.2K - $23.3K
|
1.89K
$880K
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 8.5% |
$20.8K - $22.9K
|
651
$304K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
51+ 7.8% |
$20.8K - $22.9K
|
705
$329K
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
51+ 1.27% |
$20.8K - $22.9K
|
4.08K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
51+ 0.85% |
$20.8K - $22.9K
|
6.03K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 8.35% |
$20.4K - $22.4K
|
649
$303K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
49+ 0.91% |
$20K - $22K
|
5.42K
$2.53M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
49+ 8.28% |
$20K - $22K
|
641
$299K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
49+ 4.12% |
$20K - $22K
|
1.24K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
49+ 0.56% |
$20K - $22K
|
8.73K
$4.07M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 3.43% |
$19.6K - $21.5K
|
1.45K
$676K
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
47+ 1.18% |
$19.2K - $21.1K
|
4.05K
$1.89M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
47+ 0.35% |
$19.2K - $21.1K
|
13.4K
$6.27M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
46+ 2.61% |
$18.8K - $20.6K
|
1.81K
$844K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 2.7% |
$18.8K - $20.6K
|
1.75K
$817K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
45+ 3.35% |
$18.4K - $20.2K
|
1.39K
$648K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 4.44% |
$18K - $19.8K
|
1.04K
$483K
|