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
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.14K+ 2.5% |
$466K - $512K
|
46.8K
$24.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.14K+ 26.63% |
$465K - $510K
|
5.41K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.13KNew |
$460K - $506K
|
1.13K
$580K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.12KNew |
$459K - $504K
|
1.12K
$578K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.08K+ 24.65% |
$442K - $486K
|
5.48K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.08KNew |
$440K - $483K
|
1.08K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.07K+ 53.02% |
$438K - $481K
|
3.09K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.04KNew |
$424K - $466K
|
1.04K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.04K+ 5.73% |
$424K - $466K
|
19.1K
$9.85M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.03KNew |
$420K - $461K
|
1.03K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.01K+ 6.44% |
$413K - $454K
|
16.7K
$8.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.01K+ 144.14% |
$412K - $453K
|
1.71K
$879K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.01K+ 3.68% |
$411K - $452K
|
28.4K
$14.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1K+ 33.34% |
$410K - $450K
|
4.01K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
987New |
$403K - $443K
|
987
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
986+ 32.48% |
$403K - $443K
|
4.02K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
962+ 1.21% |
$393K - $432K
|
80.7K
$41.5M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
950+ 0.85% |
$388K - $426K
|
112K
$57.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
946+ 492.71% |
$386K - $425K
|
1.14K
$585K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
941+ 12.87% |
$384K - $422K
|
8.25K
$4.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
926+ 9.47% |
$378K - $416K
|
10.7K
$5.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
917+ 1.79% |
$375K - $412K
|
52.3K
$26.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
915+ 9.09% |
$374K - $411K
|
11K
$5.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
904+ 5.31% |
$369K - $406K
|
17.9K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
901+ 26.28% |
$368K - $404K
|
4.33K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
894+ 111.33% |
$365K - $401K
|
1.7K
$873K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
893New |
$365K - $401K
|
893
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
890+ 14.29% |
$364K - $400K
|
7.12K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
889+ 5.06% |
$363K - $399K
|
18.5K
$9.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
882New |
$360K - $396K
|
882
$454K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
874+ 22.64% |
$357K - $392K
|
4.73K
$2.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
866+ 12.31% |
$354K - $389K
|
7.9K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
858+ 59.62% |
$351K - $385K
|
2.3K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
854New |
$349K - $383K
|
854
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
852+ 139.44% |
$348K - $382K
|
1.46K
$753K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
833+ 10.74% |
$340K - $374K
|
8.59K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
831+ 6.74% |
$340K - $373K
|
13.2K
$6.77M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
829New |
$339K - $372K
|
829
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
817New |
$334K - $367K
|
817
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
815+ 28.74% |
$333K - $366K
|
3.65K
$1.88M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
812New |
$332K - $365K
|
812
$418K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
808+ 28.38% |
$330K - $363K
|
3.66K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
805+ 28.03% |
$329K - $361K
|
3.68K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
803+ 2.92% |
$328K - $360K
|
28.3K
$14.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
802New |
$328K - $360K
|
802
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$327K - $359K
|
800
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
794+ 15.38% |
$324K - $356K
|
5.96K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
791+ 7.54% |
$323K - $355K
|
11.3K
$5.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
783+ 46.58% |
$320K - $351K
|
2.46K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
766+ 6.23% |
$313K - $344K
|
13.1K
$6.72M
|