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 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26- 4.5% |
$10.6K - $11.7K
|
552
$290K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 0.69% |
$10.6K - $11.7K
|
3.75K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-26- 2.49% |
$10.6K - $11.7K
|
1.02K
$536K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-27- 0.57% |
$11K - $12.1K
|
4.67K
$2.45M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-28- 2.29% |
$11.4K - $12.6K
|
1.2K
$629K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 3.33% |
$12.3K - $13.5K
|
870
$457K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-30- 1.94% |
$12.3K - $13.5K
|
1.51K
$795K
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-30- 0.57% |
$12.3K - $13.5K
|
5.2K
$2.73M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 2.79% |
$13.1K - $14.4K
|
1.11K
$585K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-32- 3.07% |
$13.1K - $14.4K
|
1.01K
$531K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-33- 5.98% |
$13.5K - $14.8K
|
519
$273K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-33- 4.18% |
$13.5K - $14.8K
|
756
$397K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-34- 5.29% |
$13.9K - $15.3K
|
609
$320K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 6.89% |
$14.3K - $15.7K
|
473
$248K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-35- 3.43% |
$14.3K - $15.7K
|
985
$517K
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-35- 4.88% |
$14.3K - $15.7K
|
682
$358K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-36- 2.8% |
$14.7K - $16.2K
|
1.25K
$658K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.25% |
$14.7K - $16.2K
|
14.5K
$7.62M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.53% |
$14.7K - $16.2K
|
6.78K
$3.56M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-37- 0.9% |
$15.1K - $16.6K
|
4.07K
$2.14M
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-38- 5.54% |
$15.5K - $17.1K
|
648
$340K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-39- 1.81% |
$15.9K - $17.5K
|
2.12K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-39- 2.02% |
$15.9K - $17.5K
|
1.9K
$996K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 1.18% |
$15.9K - $17.5K
|
3.27K
$1.72M
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-40- 1.53% |
$16.3K - $18K
|
2.57K
$1.35M
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-41- 6.78% |
$16.8K - $18.4K
|
564
$296K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-41- 6.87% |
$16.8K - $18.4K
|
556
$292K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41- 1.19% |
$16.8K - $18.4K
|
3.41K
$1.79M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-42- 4.06% |
$17.2K - $18.9K
|
993
$522K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-43- 1.78% |
$17.6K - $19.3K
|
2.37K
$1.24M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-43- 8.29% |
$17.6K - $19.3K
|
476
$250K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 3.97% |
$18.4K - $20.2K
|
1.09K
$572K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-46- 2.64% |
$18.8K - $20.6K
|
1.7K
$892K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-47- 6.7% |
$19.2K - $21.1K
|
655
$344K
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-47- 0.25% |
$19.2K - $21.1K
|
18.5K
$9.74M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 0.93% |
$19.2K - $21.1K
|
4.98K
$2.62M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-47- 3.99% |
$19.2K - $21.1K
|
1.13K
$595K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 2.21% |
$19.6K - $21.5K
|
2.12K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-48- 6.72% |
$19.6K - $21.5K
|
666
$350K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-49- 16.61% |
$20K - $22K
|
246
$129K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 6.82% |
$20.4K - $22.4K
|
683
$359K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 14.29% |
$20.4K - $22.4K
|
300
$158K
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 1.39% |
$20.4K - $22.4K
|
3.55K
$1.86M
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-50- 9.94% |
$20.4K - $22.4K
|
453
$238K
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-50- 0.14% |
$20.4K - $22.4K
|
34.8K
$18.3M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-52- 7.32% |
$21.2K - $23.3K
|
658
$346K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-52- 12.15% |
$21.2K - $23.3K
|
376
$198K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-52- 4.95% |
$21.2K - $23.3K
|
999
$525K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-53- 1.27% |
$21.7K - $23.8K
|
4.12K
$2.16M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-53- 2.4% |
$21.7K - $23.8K
|
2.16K
$1.13M
|