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 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
13+ 6.53% |
$5.31K - $5.84K
|
212
$98.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
13+ 0.39% |
$5.31K - $5.84K
|
3.31K
$1.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$5.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$5.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12+ 0.65% |
$4.9K - $5.39K
|
1.86K
$868K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
12+ 0.01% |
$4.9K - $5.39K
|
155K
$72.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 1.26% |
$4.9K - $5.39K
|
967
$451K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 1.41% |
$4.49K - $4.94K
|
792
$369K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 1.22% |
$4.49K - $4.94K
|
911
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.15% |
$4.49K - $4.94K
|
7.57K
$3.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.09K - $4.49K
|
10
$4.66K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10+ 0.99% |
$4.09K - $4.49K
|
1.02K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 41.67% |
$4.09K - $4.49K
|
34
$15.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$4.09K - $4.49K
|
10
$4.66K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10+ 0.1% |
$4.09K - $4.49K
|
10.5K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.4% |
$4.09K - $4.49K
|
2.51K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 1.52% |
$4.09K - $4.49K
|
666
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
10+ 1.96% |
$4.09K - $4.49K
|
519
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 4.97% |
$3.68K - $4.04K
|
190
$88.6K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
9+ 0.87% |
$3.68K - $4.04K
|
1.04K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
9+ 7.14% |
$3.68K - $4.04K
|
135
$63K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8+ 0.1% |
$3.27K - $3.59K
|
7.65K
$3.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 11.11% |
$3.27K - $3.59K
|
80
$37.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8+ 1.7% |
$3.27K - $3.59K
|
478
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
8+ 1.36% |
$3.27K - $3.59K
|
596
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8+ 0.09% |
$3.27K - $3.59K
|
8.7K
$4.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
8+ 0.04% |
$3.27K - $3.59K
|
21.9K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.51% |
$3.27K - $3.59K
|
1.58K
$736K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$3.27K - $3.59K
|
8
$3.73K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7+ 0.1% |
$2.86K - $3.14K
|
6.97K
$3.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7+ 0.46% |
$2.86K - $3.14K
|
1.53K
$714K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7+ 0.5% |
$2.86K - $3.14K
|
1.41K
$658K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 1.4% |
$2.86K - $3.14K
|
507
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.94% |
$2.86K - $3.14K
|
749
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 4.86% |
$2.86K - $3.14K
|
151
$70.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
7+ 0.3% |
$2.86K - $3.14K
|
2.38K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 1.21% |
$2.86K - $3.14K
|
586
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.61% |
$2.86K - $3.14K
|
441
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.3% |
$2.86K - $3.14K
|
2.36K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 33.33% |
$2.86K - $3.14K
|
28
$13.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.85% |
$2.45K - $2.69K
|
712
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$2.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 35.29% |
$2.45K - $2.69K
|
23
$10.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$2.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 20.0% |
$2.45K - $2.69K
|
36
$16.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$2.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6+ 0.49% |
$2.45K - $2.69K
|
1.23K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
6+ 0.13% |
$2.45K - $2.69K
|
4.57K
$2.13M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.72% |
$2.45K - $2.69K
|
839
$391K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 8.77% |
$2.04K - $2.24K
|
62
$28.9K
|