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 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
992+ 4.51% |
$336K - $398K
|
23K
$11.7M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
967New |
$328K - $388K
|
967
$494K
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
967+ 16.62% |
$328K - $388K
|
6.79K
$3.47M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
961+ 4.42% |
$326K - $385K
|
22.7K
$11.6M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
958New |
$325K - $384K
|
958
$489K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
936+ 35.68% |
$317K - $375K
|
3.56K
$1.82M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
913New |
$309K - $366K
|
913
$467K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
908+ 7.72% |
$308K - $364K
|
12.7K
$6.47M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
900New |
$305K - $361K
|
900
$460K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
899+ 1.3% |
$305K - $360K
|
70.1K
$35.8M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
866+ 14.57% |
$293K - $347K
|
6.81K
$3.48M
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
857+ 2.33% |
$290K - $344K
|
37.6K
$19.2M
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
857+ 2.33% |
$290K - $344K
|
37.6K
$19.2M
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
855+ 4.63% |
$290K - $343K
|
19.3K
$9.88M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
853+ 20.57% |
$289K - $342K
|
5K
$2.55M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
839+ 1.27% |
$284K - $336K
|
66.7K
$34.1M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
826New |
$280K - $331K
|
826
$422K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
816+ 8.69% |
$276K - $327K
|
10.2K
$5.22M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
812+ 35.06% |
$275K - $326K
|
3.13K
$1.6M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
796+ 35.68% |
$270K - $319K
|
3.03K
$1.55M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
794+ 3.96% |
$269K - $318K
|
20.8K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
792+ 91.03% |
$268K - $318K
|
1.66K
$849K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
789New |
$267K - $316K
|
789
$403K
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
783New |
$265K - $314K
|
783
$400K
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
780New |
$264K - $313K
|
780
$399K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
773New |
$262K - $310K
|
773
$395K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
771+ 117.89% |
$261K - $309K
|
1.43K
$728K
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
769New |
$261K - $308K
|
769
$393K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
766+ 20.82% |
$260K - $307K
|
4.45K
$2.27M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
762+ 4.97% |
$258K - $305K
|
16.1K
$8.22M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
745+ 6.62% |
$252K - $299K
|
12K
$6.13M
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
729+ 9.88% |
$247K - $292K
|
8.11K
$4.14M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
728New |
$247K - $292K
|
728
$372K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
720+ 9.24% |
$244K - $289K
|
8.51K
$4.35M
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
719New |
$244K - $288K
|
719
$367K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
699+ 5.27% |
$237K - $280K
|
14K
$7.14M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
696+ 57.43% |
$236K - $279K
|
1.91K
$975K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
685+ 33.33% |
$232K - $275K
|
2.74K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
680New |
$230K - $273K
|
680
$347K
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
679New |
$230K - $272K
|
679
$347K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
660New |
$224K - $265K
|
660
$337K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
658New |
$223K - $264K
|
658
$336K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
656+ 78.0% |
$222K - $263K
|
1.5K
$765K
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
655+ 81.37% |
$222K - $263K
|
1.46K
$746K
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
654New |
$222K - $262K
|
654
$334K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
651New |
$221K - $261K
|
651
$333K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
649New |
$220K - $260K
|
649
$332K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
645+ 12.89% |
$219K - $259K
|
5.65K
$2.89M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
642+ 50.23% |
$218K - $257K
|
1.92K
$981K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
636+ 30.53% |
$215K - $255K
|
2.72K
$1.39M
|