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 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-53- 3.43% |
$21.7K - $23.8K
|
1.49K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-53- 1.54% |
$21.7K - $23.8K
|
3.39K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-54- 1.05% |
$22.1K - $24.2K
|
5.1K
$2.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-56- 0.05% |
$22.9K - $25.1K
|
118K
$62M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-57- 22.71% |
$23.3K - $25.6K
|
194
$102K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57- 1.4% |
$23.3K - $25.6K
|
4.01K
$2.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-58- 0.38% |
$23.7K - $26K
|
15.2K
$7.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-58- 1.96% |
$23.7K - $26K
|
2.91K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-58- 1.94% |
$23.7K - $26K
|
2.93K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 10.19% |
$24.5K - $26.9K
|
529
$278K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63- 1.98% |
$25.7K - $28.3K
|
3.11K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-64Closed |
$26.1K - $28.7K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-65- 71.43% |
$26.6K - $29.2K
|
26
$13.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.59% |
$27K - $29.6K
|
557
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-70- 5.34% |
$28.6K - $31.4K
|
1.24K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.73% |
$28.6K - $31.4K
|
2.49K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-72- 0.38% |
$29.4K - $32.3K
|
19K
$9.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-73- 4.33% |
$29.8K - $32.8K
|
1.61K
$847K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-75- 5.14% |
$30.6K - $33.7K
|
1.39K
$728K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 12.71% |
$30.6K - $33.7K
|
515
$271K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-75- 13.04% |
$30.6K - $33.7K
|
500
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-75- 4.97% |
$30.6K - $33.7K
|
1.44K
$754K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-76- 1.29% |
$31.1K - $34.1K
|
5.8K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-77- 1.93% |
$31.5K - $34.6K
|
3.92K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 9.14% |
$32.3K - $35.5K
|
785
$412K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-79- 6.59% |
$32.3K - $35.5K
|
1.12K
$588K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 7.53% |
$32.7K - $35.9K
|
982
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-80- 6.56% |
$32.7K - $35.9K
|
1.14K
$598K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-80- 12.2% |
$32.7K - $35.9K
|
576
$303K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-81- 4.21% |
$33.1K - $36.4K
|
1.85K
$969K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-81- 0.46% |
$33.1K - $36.4K
|
17.3K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-83- 7.64% |
$33.9K - $37.3K
|
1K
$527K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-84- 16.67% |
$34.3K - $37.7K
|
420
$221K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-85- 2.64% |
$34.7K - $38.2K
|
3.14K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-86- 0.89% |
$35.1K - $38.6K
|
9.57K
$5.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-86- 6.06% |
$35.1K - $38.6K
|
1.33K
$700K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-88- 0.79% |
$36K - $39.5K
|
11K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-88- 7.61% |
$36K - $39.5K
|
1.07K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-88- 13.52% |
$36K - $39.5K
|
563
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 5.07% |
$36.4K - $40K
|
1.67K
$876K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-89- 5.25% |
$36.4K - $40K
|
1.61K
$844K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-89- 3.93% |
$36.4K - $40K
|
2.18K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-89- 12.01% |
$36.4K - $40K
|
652
$343K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-89- 12.01% |
$36.4K - $40K
|
652
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-90- 3.17% |
$36.8K - $40.4K
|
2.75K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-90- 1.3% |
$36.8K - $40.4K
|
6.85K
$3.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-91- 0.89% |
$37.2K - $40.9K
|
10.1K
$5.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-92- 1.36% |
$37.6K - $41.3K
|
6.66K
$3.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-92- 41.63% |
$37.6K - $41.3K
|
129
$67.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 2.47% |
$38.4K - $42.2K
|
3.71K
$1.95M
|