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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-58- 1.94% |
$23.7K - $26K
|
2.93K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 10.19% |
$24.5K - $26.9K
|
529
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-64Closed |
$26.1K - $28.7K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-65- 71.43% |
$26.6K - $29.2K
|
26
$13.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-66- 10.59% |
$27K - $29.6K
|
557
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-70- 5.34% |
$28.6K - $31.4K
|
1.24K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.73% |
$28.6K - $31.4K
|
2.49K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-72- 0.38% |
$29.4K - $32.3K
|
19K
$9.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-73- 4.33% |
$29.8K - $32.8K
|
1.61K
$841K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-75- 5.14% |
$30.6K - $33.7K
|
1.39K
$722K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 12.71% |
$30.6K - $33.7K
|
515
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-75- 13.04% |
$30.6K - $33.7K
|
500
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-75- 4.97% |
$30.6K - $33.7K
|
1.44K
$748K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-76- 1.29% |
$31.1K - $34.1K
|
5.8K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-77- 1.93% |
$31.5K - $34.6K
|
3.92K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 9.14% |
$32.3K - $35.5K
|
785
$409K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-79- 6.59% |
$32.3K - $35.5K
|
1.12K
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 7.53% |
$32.7K - $35.9K
|
982
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-80- 6.56% |
$32.7K - $35.9K
|
1.14K
$594K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-80- 12.2% |
$32.7K - $35.9K
|
576
$300K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-81- 4.21% |
$33.1K - $36.4K
|
1.85K
$962K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-81- 0.46% |
$33.1K - $36.4K
|
17.3K
$9.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-83- 7.64% |
$33.9K - $37.3K
|
1K
$523K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-84- 16.67% |
$34.3K - $37.7K
|
420
$219K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-85- 2.64% |
$34.7K - $38.2K
|
3.14K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-86- 0.89% |
$35.1K - $38.6K
|
9.57K
$4.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-86- 6.06% |
$35.1K - $38.6K
|
1.33K
$695K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-88- 0.79% |
$36K - $39.5K
|
11K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-88- 7.61% |
$36K - $39.5K
|
1.07K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-88- 13.52% |
$36K - $39.5K
|
563
$294K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 5.07% |
$36.4K - $40K
|
1.67K
$869K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-89- 5.25% |
$36.4K - $40K
|
1.61K
$837K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-89- 3.93% |
$36.4K - $40K
|
2.18K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-89- 12.01% |
$36.4K - $40K
|
652
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-90- 3.17% |
$36.8K - $40.4K
|
2.75K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-90- 1.3% |
$36.8K - $40.4K
|
6.85K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-91- 0.89% |
$37.2K - $40.9K
|
10.1K
$5.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-92- 1.36% |
$37.6K - $41.3K
|
6.66K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-92- 41.63% |
$37.6K - $41.3K
|
129
$67.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 2.47% |
$38.4K - $42.2K
|
3.71K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-96- 88.07% |
$39.2K - $43.1K
|
13
$6.78K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-96- 0.8% |
$39.2K - $43.1K
|
11.9K
$6.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-96- 1.9% |
$39.2K - $43.1K
|
4.95K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-97- 8.27% |
$39.6K - $43.5K
|
1.08K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-97- 9.29% |
$39.6K - $43.5K
|
947
$494K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-98- 12.45% |
$40K - $44K
|
689
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-99- 0.46% |
$40.4K - $44.4K
|
21.6K
$11.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-100- 12.77% |
$40.9K - $44.9K
|
683
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-100- 2.96% |
$40.9K - $44.9K
|
3.28K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-100- 9.64% |
$40.9K - $44.9K
|
937
$489K
|