Purchases and Sales Made in Q2 2023 in S&P Global Inc. (SPGI)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-309- 28.3% |
$105K - $124K
|
783
$408K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-312- 27.34% |
$106K - $125K
|
829
$432K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-313- 1.5% |
$106K - $125K
|
20.6K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-316- 4.81% |
$107K - $127K
|
6.26K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-317- 36.19% |
$107K - $127K
|
559
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-319- 1.95% |
$108K - $128K
|
16K
$8.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-323- 2.67% |
$109K - $129K
|
11.8K
$6.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-324- 2.36% |
$110K - $130K
|
13.4K
$6.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-330- 14.63% |
$112K - $132K
|
1.93K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-333- 20.47% |
$113K - $133K
|
1.29K
$675K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-347- 15.19% |
$118K - $139K
|
1.94K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-347- 0.28% |
$118K - $139K
|
125K
$65.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-352- 4.97% |
$119K - $141K
|
6.73K
$3.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-356- 6.47% |
$121K - $143K
|
5.15K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-362- 7.41% |
$123K - $145K
|
4.53K
$2.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-363- 11.43% |
$123K - $146K
|
2.81K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-366- 3.78% |
$124K - $147K
|
9.32K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-375- 32.0% |
$127K - $150K
|
797
$416K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-375- 42.86% |
$127K - $150K
|
500
$261K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-375- 14.61% |
$127K - $150K
|
2.19K
$1.14M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-383- 21.44% |
$130K - $154K
|
1.4K
$732K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-390- 0.16% |
$132K - $156K
|
241K
$125M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-405- 1.8% |
$137K - $162K
|
22.1K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-406- 1.91% |
$138K - $163K
|
20.8K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-421- 4.45% |
$143K - $169K
|
9.05K
$4.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-425- 1.87% |
$144K - $170K
|
22.3K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-427- 2.89% |
$145K - $171K
|
14.3K
$7.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-427- 2.88% |
$145K - $171K
|
14.4K
$7.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-430- 2.11% |
$146K - $172K
|
20K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-430- 2.92% |
$146K - $172K
|
14.3K
$7.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-434- 1.59% |
$147K - $174K
|
26.8K
$14M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-442- 17.52% |
$150K - $177K
|
2.08K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-448- 2.57% |
$152K - $180K
|
17K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-448- 21.36% |
$152K - $180K
|
1.65K
$860K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-455- 3.99% |
$154K - $182K
|
11K
$5.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-469- 1.38% |
$159K - $188K
|
33.5K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-469- 20.62% |
$159K - $188K
|
1.81K
$942K
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-470- 1.47% |
$159K - $188K
|
31.5K
$16.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-475- 30.41% |
$161K - $190K
|
1.09K
$567K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-475- 0.78% |
$161K - $190K
|
60.7K
$31.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-484- 1.65% |
$164K - $194K
|
28.9K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-490- 22.9% |
$166K - $196K
|
1.65K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-503- 71.55% |
$170K - $202K
|
200
$104K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-505- 6.27% |
$171K - $202K
|
7.55K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-516- 9.73% |
$175K - $207K
|
4.79K
$2.5M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-518- 10.46% |
$176K - $208K
|
4.43K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-518- 1.0% |
$176K - $208K
|
51.4K
$26.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-543- 6.98% |
$184K - $218K
|
7.23K
$3.77M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-554- 0.79% |
$188K - $222K
|
69.5K
$36.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-555- 1.36% |
$188K - $222K
|
40.2K
$20.9M
|