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
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 2.27% |
$817 - $898
|
86
$45.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$817 - $898
|
3.58K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2- 0.31% |
$817 - $898
|
649
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2- 0.28% |
$817 - $898
|
723
$380K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.88% |
$817 - $898
|
226
$119K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.33% |
$1.23K - $1.35K
|
893
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$1.23K - $1.35K
|
5.14K
$2.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4- 0.36% |
$1.63K - $1.8K
|
1.11K
$585K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.68% |
$1.63K - $1.8K
|
581
$305K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-4- 0.52% |
$1.63K - $1.8K
|
762
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-4- 0.66% |
$1.63K - $1.8K
|
603
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.6% |
$1.63K - $1.8K
|
662
$348K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5- 0.97% |
$2.04K - $2.24K
|
512
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-5- 1.05% |
$2.04K - $2.24K
|
470
$247K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 3.97% |
$2.04K - $2.24K
|
121
$63.6K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5- 1.04% |
$2.04K - $2.24K
|
477
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.46% |
$2.04K - $2.24K
|
1.09K
$572K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.53% |
$2.04K - $2.24K
|
945
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5- 0.15% |
$2.04K - $2.24K
|
3.43K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5- 0.33% |
$2.04K - $2.24K
|
1.52K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-5- 71.43% |
$2.04K - $2.24K
|
2
$1.05K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 35.71% |
$2.04K - $2.24K
|
9
$4.73K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-6- 0.44% |
$2.45K - $2.69K
|
1.35K
$711K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.49% |
$2.45K - $2.69K
|
1.22K
$639K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.25% |
$2.45K - $2.69K
|
2.37K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6- 0.2% |
$2.45K - $2.69K
|
2.92K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 1.09% |
$2.45K - $2.69K
|
546
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 1.31% |
$2.86K - $3.14K
|
529
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.39% |
$2.86K - $3.14K
|
1.78K
$933K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7- 21.88% |
$2.86K - $3.14K
|
25
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 3.24% |
$2.86K - $3.14K
|
209
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 15.56% |
$2.86K - $3.14K
|
38
$20K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.86% |
$3.27K - $3.59K
|
921
$484K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-8- 0.21% |
$3.27K - $3.59K
|
3.8K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8- 1.4% |
$3.27K - $3.59K
|
562
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-8- 22.86% |
$3.27K - $3.59K
|
27
$14.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.34% |
$3.27K - $3.59K
|
2.33K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8- 1.07% |
$3.27K - $3.59K
|
739
$388K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-8- 1.54% |
$3.27K - $3.59K
|
511
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-9- 0.86% |
$3.68K - $4.04K
|
1.04K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 2.26% |
$3.68K - $4.04K
|
390
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.09% |
$3.68K - $4.04K
|
10.2K
$5.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10- 0.32% |
$4.09K - $4.49K
|
3.1K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 0.43% |
$4.09K - $4.49K
|
2.32K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10- 1.95% |
$4.09K - $4.49K
|
502
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11- 5.19% |
$4.49K - $4.94K
|
201
$106K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-11- 5.19% |
$4.49K - $4.94K
|
201
$106K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-11- 0.5% |
$4.49K - $4.94K
|
2.17K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11- 1.24% |
$4.49K - $4.94K
|
873
$459K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-11- 0.17% |
$4.49K - $4.94K
|
6.4K
$3.36M
|