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 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
22+ 2.36% |
$8.99K - $9.88K
|
955
$491K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 2.35% |
$8.99K - $9.88K
|
960
$494K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22+ 0.08% |
$8.99K - $9.88K
|
27.5K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 4.35% |
$8.99K - $9.88K
|
528
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22+ 1.04% |
$8.99K - $9.88K
|
2.13K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 34.92% |
$8.99K - $9.88K
|
85
$43.7K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 2.97% |
$8.58K - $9.43K
|
728
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
21+ 2.49% |
$8.58K - $9.43K
|
863
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.52K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.41% |
$8.58K - $9.43K
|
1.51K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 11.17% |
$8.58K - $9.43K
|
209
$108K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
21+ 0.25% |
$8.58K - $9.43K
|
8.28K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
20+ 1.16% |
$8.17K - $8.98K
|
1.74K
$895K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.8% |
$8.17K - $8.98K
|
2.53K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 19.8% |
$8.17K - $8.98K
|
121
$62.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20+ 1.31% |
$8.17K - $8.98K
|
1.54K
$794K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20+ 1.76% |
$8.17K - $8.98K
|
1.15K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
20+ 4.02% |
$8.17K - $8.98K
|
518
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 2.99% |
$7.76K - $8.53K
|
655
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 1.8% |
$7.76K - $8.53K
|
1.08K
$554K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.51% |
$7.76K - $8.53K
|
3.73K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 3.64% |
$7.35K - $8.08K
|
512
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18+ 1.47% |
$7.35K - $8.08K
|
1.25K
$641K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17+ 0.45% |
$6.95K - $7.63K
|
3.77K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
17+ 0.91% |
$6.95K - $7.63K
|
1.88K
$968K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 2.51% |
$6.95K - $7.63K
|
694
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 2.92% |
$6.54K - $7.18K
|
564
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.32% |
$6.54K - $7.18K
|
4.96K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$8.23K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
16+ 2.03% |
$6.54K - $7.18K
|
805
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16+ 9.47% |
$6.54K - $7.18K
|
185
$95.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 4.18% |
$6.54K - $7.18K
|
399
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$8.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15+ 2.65% |
$6.13K - $6.73K
|
582
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 55.56% |
$6.13K - $6.73K
|
42
$21.6K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
15+ 0.42% |
$6.13K - $6.73K
|
3.59K
$1.85M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.72K - $6.28K
|
14
$7.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 1.25% |
$5.72K - $6.28K
|
1.13K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
14+ 0.65% |
$5.72K - $6.28K
|
2.16K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
14+ 1.24% |
$5.72K - $6.28K
|
1.14K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$5.72K - $6.28K
|
2.91K
$1.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 13.83% |
$5.31K - $5.84K
|
107
$55K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 0.86% |
$5.31K - $5.84K
|
1.52K
$784K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13+ 1.58% |
$5.31K - $5.84K
|
836
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13+ 0.7% |
$5.31K - $5.84K
|
1.88K
$965K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
13+ 6.53% |
$5.31K - $5.84K
|
212
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
13+ 0.39% |
$5.31K - $5.84K
|
3.31K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$6.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$6.17K
|