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 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-97- 8.27% |
$39.6K - $43.5K
|
1.08K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-97- 9.29% |
$39.6K - $43.5K
|
947
$442K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-98- 12.45% |
$40K - $44K
|
689
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-99- 0.46% |
$40.4K - $44.4K
|
21.6K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-100- 12.77% |
$40.9K - $44.9K
|
683
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-100- 2.96% |
$40.9K - $44.9K
|
3.28K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-100- 9.64% |
$40.9K - $44.9K
|
937
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-103- 3.35% |
$42.1K - $46.2K
|
2.97K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-106- 0.45% |
$43.3K - $47.6K
|
23.6K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107- 3.63% |
$43.7K - $48K
|
2.84K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-109- 13.99% |
$44.5K - $48.9K
|
670
$313K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-109- 12.98% |
$44.5K - $48.9K
|
731
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-110- 0.11% |
$44.9K - $49.4K
|
101K
$47.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-112- 7.49% |
$45.8K - $50.3K
|
1.38K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-113- 2.41% |
$46.2K - $50.7K
|
4.57K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-113- 0.43% |
$46.2K - $50.7K
|
25.9K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-114- 0.6% |
$46.6K - $51.2K
|
18.9K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-114- 5.56% |
$46.6K - $51.2K
|
1.94K
$903K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-118- 1.84% |
$48.2K - $53K
|
6.31K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-121- 15.69% |
$49.4K - $54.3K
|
650
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-122- 5.13% |
$49.8K - $54.8K
|
2.25K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-124- 0.71% |
$50.7K - $55.7K
|
17.4K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-125- 2.54% |
$51.1K - $56.1K
|
4.8K
$2.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-127- 4.7% |
$51.9K - $57K
|
2.58K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132- 4.49% |
$53.9K - $59.3K
|
2.81K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-133- 0.14% |
$54.3K - $59.7K
|
92.8K
$43.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-133- 3.73% |
$54.3K - $59.7K
|
3.44K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-133- 2.98% |
$54.3K - $59.7K
|
4.32K
$2.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-135- 5.2% |
$55.2K - $60.6K
|
2.46K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-135- 4.0% |
$55.2K - $60.6K
|
3.24K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-138- 4.9% |
$56.4K - $61.9K
|
2.68K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.29% |
$57.2K - $62.8K
|
10.7K
$5.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-147- 16.86% |
$60.1K - $66K
|
725
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-148- 7.74% |
$60.5K - $66.4K
|
1.76K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-149- 5.25% |
$60.9K - $66.9K
|
2.69K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-150- 3.92% |
$61.3K - $67.3K
|
3.68K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-151- 12.95% |
$61.7K - $67.8K
|
1.02K
$473K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-155- 23.66% |
$63.3K - $69.6K
|
500
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-160- 3.3% |
$65.4K - $71.8K
|
4.68K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-164- 26.58% |
$67K - $73.6K
|
453
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-170- 0.9% |
$69.5K - $76.3K
|
18.6K
$8.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-171- 4.86% |
$69.9K - $76.8K
|
3.35K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-175- 2.47% |
$71.5K - $78.6K
|
6.91K
$3.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-177- 9.96% |
$72.3K - $79.5K
|
1.6K
$746K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-178- 8.26% |
$72.7K - $79.9K
|
1.98K
$922K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-181- 5.15% |
$73.9K - $81.3K
|
3.34K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-181- 13.99% |
$73.9K - $81.3K
|
1.11K
$519K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-183- 3.96% |
$74.8K - $82.2K
|
4.44K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-188- 0.84% |
$76.8K - $84.4K
|
22.1K
$10.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-200- 10.08% |
$81.7K - $89.8K
|
1.79K
$833K
|