Purchases and Sales Made in Q2 2023 in S&P Global Inc. (SPGI)

SPGI Quotes by TradingView

This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 2023. 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
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
192
+ 22.09%
$65.1K - $77K
1.06K $542K
Aug 04, 2023 Q2 2023
Pictet North America Advisors Sa

BUY
 -
191
+ 1.49%
$64.7K - $76.6K
13K $6.64M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
188
+ 4.17%
$63.7K - $75.4K
4.7K $2.4M
Jul 12, 2023 Q2 2023
First Bank & Trust

BUY
 -
185
+ 5.76%
$62.7K - $74.2K
3.4K $1.74M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
183
+ 5.58%
$62K - $73.4K
3.47K $1.77M
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
182
+ 14.93%
$61.7K - $73K
1.4K $716K
Aug 04, 2023 Q2 2023
Fortis Capital Management LLC

BUY
 -
181
+ 7.06%
$61.3K - $72.6K
2.74K $1.4M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
180
+ 16.85%
$61K - $72.2K
1.25K $638K
Jul 20, 2023 Q2 2023
Sather Financial Group Inc

BUY
 -
177
+ 0.12%
$60K - $71K
153K $78.1M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
177
+ 0.83%
$60K - $71K
21.6K $11M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
174
+ 1.84%
$59K - $69.8K
9.63K $4.92M
Aug 11, 2023 Q2 2023
Capital Research Global Investors

Los Angeles, CA
BUY
 -
173
+ 0.02%
$58.6K - $69.4K
712K $364M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
172
+ 5.87%
$58.3K - $69K
3.1K $1.59M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
169
+ 3.48%
$57.3K - $67.8K
5.02K $2.57M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
169
+ 25.34%
$57.3K - $67.8K
836 $427K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
168
+ 0.37%
$56.9K - $67.3K
46K $23.5M
Jul 24, 2023 Q2 2023
Campbell Newman Asset Management Inc

BUY
 -
165
+ 0.65%
$55.9K - $66.1K
25.4K $13M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
165
+ 15.01%
$55.9K - $66.1K
1.26K $646K
Aug 14, 2023 Q2 2023
Bowen Hanes & CO Inc

Atlanta, GA
BUY
 -
160
+ 0.1%
$54.2K - $64.1K
165K $84.2M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
155
+ 7.56%
$52.5K - $62.1K
2.21K $1.13M
Aug 08, 2023 Q2 2023
American Money Management, LLC

BUY
 -
151
+ 3.33%
$51.2K - $60.5K
4.69K $2.4M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
150
+ 2.2%
$50.8K - $60.1K
6.96K $3.56M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
145
+ 24.58%
$49.1K - $58.1K
735 $376K
Nov 16, 2023 Q2 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
137
+ 150.55%
$46.4K - $54.9K
228 $116K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
135
New
$45.7K - $54.1K
135 $69K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
134
New
$45.4K - $53.7K
134 $68.5K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
133
+ 16.36%
$45.1K - $53.3K
946 $483K
Jul 07, 2023 Q2 2023
Crestmont Private Wealth LLC

BUY
 -
130
+ 11.04%
$44K - $52.1K
1.31K $668K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

BUY
 -
125
+ 8.64%
$42.4K - $50.1K
1.57K $803K
Jul 21, 2023 Q2 2023
Financial Consulate, Inc

BUY
 -
123
+ 7.24%
$41.7K - $49.3K
1.82K $931K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
123
+ 6.77%
$41.7K - $49.3K
1.94K $991K
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
122
+ 18.63%
$41.3K - $48.9K
777 $397K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
121
+ 3.63%
$41K - $48.5K
3.46K $1.77M
Jul 24, 2023 Q2 2023
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
120
+ 10.21%
$40.7K - $48.1K
1.3K $662K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
120
+ 0.48%
$40.7K - $48.1K
25.3K $12.9M
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
118
+ 34.4%
$40K - $47.3K
461 $236K
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
117
+ 3.58%
$39.6K - $46.9K
3.38K $1.73M
Aug 14, 2023 Q2 2023
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
117
+ 0.12%
$39.6K - $46.9K
94.7K $48.4M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
115
+ 3.75%
$39K - $46.1K
3.18K $1.62M
Aug 10, 2023 Q2 2023
Bancreek Capital Management, LP

Santa Monica, CA
BUY
 -
113
+ 0.71%
$38.3K - $45.3K
16K $8.2M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
113
+ 0.51%
$38.3K - $45.3K
22.2K $11.3M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
109
+ 2.6%
$36.9K - $43.7K
4.3K $2.19M
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
108
+ 3.4%
$36.6K - $43.3K
3.28K $1.68M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
107
+ 8.08%
$36.3K - $42.9K
1.43K $731K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
107
+ 2.18%
$36.3K - $42.9K
5.01K $2.56M
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
106
+ 0.27%
$35.9K - $42.5K
39.5K $20.2M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
105
+ 2.5%
$35.6K - $42.1K
4.31K $2.2M
Aug 10, 2023 Q2 2023
Magellan Asset Management LTD

Sydney, C3
BUY
 -
105
+ 9.95%
$35.6K - $42.1K
1.16K $593K
Aug 14, 2023 Q2 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
105
+ 2.11%
$35.6K - $42.1K
5.09K $2.6M

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