Purchases and Sales Made in Q3 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
222+ 0.34% |
$99.1K - $117K
|
65.2K
$33.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 7.69% |
$98.6K - $117K
|
3.1K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
220+ 0.22% |
$98.2K - $116K
|
101K
$51.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
219+ 4.94% |
$97.7K - $115K
|
4.65K
$2.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
218+ 19.57% |
$97.3K - $115K
|
1.33K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
214+ 2.45% |
$95.5K - $113K
|
8.97K
$4.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 8.62% |
$94.2K - $111K
|
2.66K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
210+ 27.45% |
$93.7K - $111K
|
975
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
210+ 11.18% |
$93.7K - $111K
|
2.09K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
209+ 3.51% |
$93.3K - $110K
|
6.17K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
208+ 19.08% |
$92.8K - $110K
|
1.3K
$668K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
207+ 46.94% |
$92.4K - $109K
|
648
$333K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
206+ 4.95% |
$91.9K - $109K
|
4.37K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
206+ 6.93% |
$91.9K - $109K
|
3.18K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
203+ 31.77% |
$90.6K - $107K
|
842
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
201+ 1.15% |
$89.7K - $106K
|
17.6K
$9.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
193+ 5.17% |
$86.1K - $102K
|
3.92K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
192+ 4.3% |
$85.7K - $101K
|
4.66K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
191+ 0.89% |
$85.2K - $101K
|
21.7K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
191+ 4.22% |
$85.2K - $101K
|
4.72K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
191+ 0.15% |
$85.2K - $101K
|
124K
$63.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
190New |
$84.8K - $100K
|
190
$97.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
190+ 25.33% |
$84.8K - $100K
|
940
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
189+ 11.0% |
$84.4K - $99.7K
|
1.91K
$981K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
188+ 12.67% |
$83.9K - $99.1K
|
1.67K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
187+ 2.13% |
$83.5K - $98.6K
|
8.98K
$4.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
186+ 2066.67% |
$83K - $98.1K
|
195
$100K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
184+ 7.89% |
$82.1K - $97K
|
2.52K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
184+ 1.43% |
$82.1K - $97K
|
13.1K
$6.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.11% |
$81.2K - $96K
|
8.8K
$4.53M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
180+ 13.86% |
$80.3K - $94.9K
|
1.48K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
180+ 1.62% |
$80.3K - $94.9K
|
11.3K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
179+ 471.05% |
$79.9K - $94.4K
|
217
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
179+ 1.31% |
$79.9K - $94.4K
|
13.8K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
178+ 1.56% |
$79.4K - $93.9K
|
11.6K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
177+ 0.74% |
$79K - $93.3K
|
24.1K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
174+ 1.67% |
$77.7K - $91.8K
|
10.6K
$5.44M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
172+ 21.83% |
$76.8K - $90.7K
|
960
$494K
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
171+ 0.76% |
$76.3K - $90.2K
|
22.7K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
168+ 0.33% |
$75K - $88.6K
|
51.8K
$26.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
164+ 18.45% |
$73.2K - $86.5K
|
1.05K
$542K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
163+ 3.01% |
$72.8K - $86K
|
5.57K
$2.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
150+ 6.48% |
$66.9K - $79.1K
|
2.46K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
146+ 10.01% |
$65.2K - $77K
|
1.61K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 13.59% |
$63.8K - $75.4K
|
1.2K
$615K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.23% |
$63.8K - $75.4K
|
1.22K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
143+ 7.94% |
$63.8K - $75.4K
|
1.94K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
142New |
$63.4K - $74.9K
|
142
$73.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
142+ 0.68% |
$63.4K - $74.9K
|
21K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
140+ 35.0% |
$62.5K - $73.8K
|
540
$278K
|