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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
140+ 0.11% |
$62.5K - $73.8K
|
128K
$65.7M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 163.53% |
$62K - $73.3K
|
224
$115K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
139+ 0.46% |
$62K - $73.3K
|
30.2K
$15.5M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 4600.0% |
$61.6K - $72.8K
|
141
$72.5K
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
133+ 1.27% |
$59.4K - $70.1K
|
10.6K
$5.44M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
133+ 3.57% |
$59.4K - $70.1K
|
3.86K
$1.98M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
132+ 9.34% |
$58.9K - $69.6K
|
1.55K
$795K
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
130+ 4.45% |
$58K - $68.6K
|
3.05K
$1.57M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
127+ 10.38% |
$56.7K - $67K
|
1.35K
$695K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
126+ 2.58% |
$56.2K - $66.4K
|
5.01K
$2.58M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
126+ 20.69% |
$56.2K - $66.4K
|
735
$378K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
125+ 0.42% |
$55.8K - $65.9K
|
29.8K
$15.3M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
122+ 0.23% |
$54.5K - $64.3K
|
52.4K
$27M
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
122+ 0.39% |
$54.5K - $64.3K
|
31.4K
$16.2M
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
119+ 1.3% |
$53.1K - $62.8K
|
9.3K
$4.78M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
119+ 2.46% |
$53.1K - $62.8K
|
4.96K
$2.55M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
117+ 6.25% |
$52.2K - $61.7K
|
1.99K
$1.02M
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 11.15% |
$51.8K - $61.2K
|
1.16K
$595K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
115+ 23.23% |
$51.3K - $60.6K
|
610
$314K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
114+ 33.93% |
$50.9K - $60.1K
|
450
$232K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
114+ 1.51% |
$50.9K - $60.1K
|
7.68K
$3.95M
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
113+ 2.28% |
$50.4K - $59.6K
|
5.08K
$2.61M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
111+ 8.81% |
$49.5K - $58.5K
|
1.37K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
107+ 6.3% |
$47.8K - $56.4K
|
1.81K
$929K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
106+ 1.72% |
$47.3K - $55.9K
|
6.27K
$3.22M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
106+ 7.63% |
$47.3K - $55.9K
|
1.5K
$769K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
106New |
$47.3K - $55.9K
|
106
$54.5K
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
105+ 8.37% |
$46.9K - $55.4K
|
1.36K
$700K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 4.22% |
$46.4K - $54.8K
|
2.57K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
104+ 12.31% |
$46.4K - $54.8K
|
949
$488K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
104+ 0.83% |
$46.4K - $54.8K
|
12.7K
$6.51M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 0.43% |
$45.5K - $53.8K
|
23.6K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
101+ 9.32% |
$45.1K - $53.3K
|
1.19K
$610K
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
100+ 3.05% |
$44.6K - $52.7K
|
3.38K
$1.74M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
100+ 15.38% |
$44.6K - $52.7K
|
750
$386K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 2.59% |
$44.6K - $52.7K
|
3.97K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 12.9% |
$44.6K - $52.7K
|
875
$450K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
100+ 12.55% |
$44.6K - $52.7K
|
897
$461K
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 18.25% |
$44.6K - $52.7K
|
648
$333K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 6.55% |
$43.7K - $51.7K
|
1.59K
$820K
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
98+ 6.2% |
$43.7K - $51.7K
|
1.68K
$864K
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
98+ 0.41% |
$43.7K - $51.7K
|
24.1K
$12.4M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 2.55% |
$43.3K - $51.2K
|
3.9K
$2M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
96+ 2.67% |
$42.8K - $50.6K
|
3.69K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95+ 4.45% |
$42.4K - $50.1K
|
2.23K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
95+ 13.49% |
$42.4K - $50.1K
|
799
$411K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
94+ 20.17% |
$42K - $49.6K
|
560
$288K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
93+ 3.66% |
$41.5K - $49K
|
2.64K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
92+ 7.53% |
$41.1K - $48.5K
|
1.31K
$675K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
91+ 11.38% |
$40.6K - $48K
|
891
$458K
|