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 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
24+ 0.02% |
$9.81K - $10.8K
|
103K
$53.9M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
23+ 0.51% |
$9.4K - $10.3K
|
4.54K
$2.39M
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
23+ 2.3% |
$9.4K - $10.3K
|
1.02K
$537K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$9.4K - $10.3K
|
23
$12.1K
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
23New |
$9.4K - $10.3K
|
23
$12.1K
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 2.34% |
$9.4K - $10.3K
|
1K
$527K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
22+ 2.36% |
$8.99K - $9.88K
|
955
$502K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 2.35% |
$8.99K - $9.88K
|
960
$504K
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22+ 0.08% |
$8.99K - $9.88K
|
27.5K
$14.4M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 4.35% |
$8.99K - $9.88K
|
528
$277K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22+ 1.04% |
$8.99K - $9.88K
|
2.13K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 34.92% |
$8.99K - $9.88K
|
85
$44.7K
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
22+ 1.76% |
$8.99K - $9.88K
|
1.27K
$668K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 2.97% |
$8.58K - $9.43K
|
728
$382K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
21+ 2.49% |
$8.58K - $9.43K
|
863
$453K
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.36M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.52K
$2.38M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.41% |
$8.58K - $9.43K
|
1.51K
$795K
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 11.17% |
$8.58K - $9.43K
|
209
$110K
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
21+ 0.25% |
$8.58K - $9.43K
|
8.28K
$4.35M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
20+ 1.16% |
$8.17K - $8.98K
|
1.74K
$914K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.8% |
$8.17K - $8.98K
|
2.53K
$1.33M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 19.8% |
$8.17K - $8.98K
|
121
$63.6K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20+ 1.31% |
$8.17K - $8.98K
|
1.54K
$811K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20+ 1.76% |
$8.17K - $8.98K
|
1.15K
$606K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
20+ 4.02% |
$8.17K - $8.98K
|
518
$272K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 2.99% |
$7.76K - $8.53K
|
655
$344K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 1.8% |
$7.76K - $8.53K
|
1.08K
$565K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.51% |
$7.76K - $8.53K
|
3.73K
$1.96M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 3.64% |
$7.35K - $8.08K
|
512
$269K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18+ 1.47% |
$7.35K - $8.08K
|
1.25K
$655K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17+ 0.45% |
$6.95K - $7.63K
|
3.77K
$1.98M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
17+ 0.91% |
$6.95K - $7.63K
|
1.88K
$989K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 2.51% |
$6.95K - $7.63K
|
694
$365K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 2.92% |
$6.54K - $7.18K
|
564
$296K
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.32% |
$6.54K - $7.18K
|
4.96K
$2.61M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$8.41K
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
16+ 2.03% |
$6.54K - $7.18K
|
805
$423K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16+ 9.47% |
$6.54K - $7.18K
|
185
$97.2K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 4.18% |
$6.54K - $7.18K
|
399
$210K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$8.41K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15+ 2.65% |
$6.13K - $6.73K
|
582
$306K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 55.56% |
$6.13K - $6.73K
|
42
$22.1K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
15+ 0.42% |
$6.13K - $6.73K
|
3.59K
$1.89M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.72K - $6.28K
|
14
$7.36K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 1.25% |
$5.72K - $6.28K
|
1.13K
$596K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
14+ 0.65% |
$5.72K - $6.28K
|
2.16K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
14+ 1.24% |
$5.72K - $6.28K
|
1.14K
$599K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$5.72K - $6.28K
|
2.91K
$1.53M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 13.83% |
$5.31K - $5.84K
|
107
$56.2K
|