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 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 2.7% |
$18.8K - $20.6K
|
1.75K
$920K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
45+ 3.35% |
$18.4K - $20.2K
|
1.39K
$730K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 4.44% |
$18K - $19.8K
|
1.04K
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
44New |
$18K - $19.8K
|
44
$23.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
43+ 0.77% |
$17.6K - $19.3K
|
5.6K
$2.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
42+ 5.95% |
$17.2K - $18.9K
|
748
$393K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
42+ 1.5% |
$17.2K - $18.9K
|
2.85K
$1.49M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
41+ 1.13% |
$16.8K - $18.4K
|
3.66K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
41+ 0.2% |
$16.8K - $18.4K
|
20.8K
$10.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
40+ 38.1% |
$16.3K - $18K
|
145
$76.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
40+ 5.28% |
$16.3K - $18K
|
797
$419K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 12.76% |
$15.1K - $16.6K
|
327
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 7.81% |
$15.1K - $16.6K
|
511
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 8.83% |
$15.1K - $16.6K
|
456
$240K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35+ 0.29% |
$14.3K - $15.7K
|
12.1K
$6.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
35+ 5.62% |
$14.3K - $15.7K
|
658
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
35+ 3.01% |
$14.3K - $15.7K
|
1.2K
$628K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
35+ 20.0% |
$14.3K - $15.7K
|
210
$110K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
33+ 5.56% |
$13.5K - $14.8K
|
627
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.32% |
$13.5K - $14.8K
|
1.46K
$764K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 3.91% |
$13.1K - $14.4K
|
850
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
32+ 0.29% |
$13.1K - $14.4K
|
11.1K
$5.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 4.7% |
$13.1K - $14.4K
|
713
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 4.05% |
$12.7K - $13.9K
|
796
$418K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
31New |
$12.7K - $13.9K
|
31
$16.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
30New |
$12.3K - $13.5K
|
30
$15.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
30+ 4.81% |
$12.3K - $13.5K
|
654
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
30+ 4.93% |
$12.3K - $13.5K
|
638
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30+ 103.45% |
$12.3K - $13.5K
|
59
$31K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30+ 1.18% |
$12.3K - $13.5K
|
2.57K
$1.35M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
30+ 0.71% |
$12.3K - $13.5K
|
4.26K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
29+ 2.86% |
$11.8K - $13K
|
1.04K
$547K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29+ 3.94% |
$11.8K - $13K
|
765
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 5.95% |
$11.8K - $13K
|
516
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
29+ 0.15% |
$11.8K - $13K
|
19.8K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29+ 0.64% |
$11.8K - $13K
|
4.55K
$2.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28+ 0.9% |
$11.4K - $12.6K
|
3.12K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
28+ 0.6% |
$11.4K - $12.6K
|
4.73K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
28+ 5.35% |
$11.4K - $12.6K
|
551
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 2.19% |
$10.6K - $11.7K
|
1.21K
$638K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26+ 0.1% |
$10.6K - $11.7K
|
26.7K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 144.44% |
$10.6K - $11.7K
|
44
$23.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
25+ 1.71% |
$10.2K - $11.2K
|
1.49K
$781K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
25+ 1.71% |
$10.2K - $11.2K
|
1.49K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
25+ 1.13% |
$10.2K - $11.2K
|
2.24K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 2.4% |
$10.2K - $11.2K
|
1.07K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
25New |
$10.2K - $11.2K
|
25
$13.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
24+ 48.98% |
$9.81K - $10.8K
|
73
$38.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24+ 1.33% |
$9.81K - $10.8K
|
1.84K
$964K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24+ 2.26% |
$9.81K - $10.8K
|
1.08K
$569K
|