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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.11% |
$81.2K - $96K
|
8.8K
$4.26M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
180+ 13.86% |
$80.3K - $94.9K
|
1.48K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
180+ 1.62% |
$80.3K - $94.9K
|
11.3K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
179+ 471.05% |
$79.9K - $94.4K
|
217
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
179+ 1.31% |
$79.9K - $94.4K
|
13.8K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
178+ 1.56% |
$79.4K - $93.9K
|
11.6K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
177+ 0.74% |
$79K - $93.3K
|
24.1K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
174+ 1.67% |
$77.7K - $91.8K
|
10.6K
$5.11M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
172+ 21.83% |
$76.8K - $90.7K
|
960
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
171+ 0.76% |
$76.3K - $90.2K
|
22.7K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
168+ 0.33% |
$75K - $88.6K
|
51.8K
$25M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
164+ 18.45% |
$73.2K - $86.5K
|
1.05K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
163+ 3.01% |
$72.8K - $86K
|
5.57K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
150+ 6.48% |
$66.9K - $79.1K
|
2.46K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
146+ 10.01% |
$65.2K - $77K
|
1.61K
$776K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 13.59% |
$63.8K - $75.4K
|
1.2K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.23% |
$63.8K - $75.4K
|
1.22K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
143+ 7.94% |
$63.8K - $75.4K
|
1.94K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
142New |
$63.4K - $74.9K
|
142
$68.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
142+ 0.68% |
$63.4K - $74.9K
|
21K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
140+ 35.0% |
$62.5K - $73.8K
|
540
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
140+ 0.11% |
$62.5K - $73.8K
|
128K
$61.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 163.53% |
$62K - $73.3K
|
224
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
139+ 0.46% |
$62K - $73.3K
|
30.2K
$14.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 4600.0% |
$61.6K - $72.8K
|
141
$68.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
133+ 1.27% |
$59.4K - $70.1K
|
10.6K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
133+ 3.57% |
$59.4K - $70.1K
|
3.86K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
132+ 9.34% |
$58.9K - $69.6K
|
1.55K
$747K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
130+ 4.45% |
$58K - $68.6K
|
3.05K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
127+ 10.38% |
$56.7K - $67K
|
1.35K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
126+ 2.58% |
$56.2K - $66.4K
|
5.01K
$2.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
126+ 20.69% |
$56.2K - $66.4K
|
735
$356K
|
|
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
126+ 17.17% |
$56.2K - $66.4K
|
860
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
125+ 0.42% |
$55.8K - $65.9K
|
29.8K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
122+ 0.23% |
$54.5K - $64.3K
|
52.4K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
122+ 0.39% |
$54.5K - $64.3K
|
31.4K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
119+ 1.3% |
$53.1K - $62.8K
|
9.3K
$4.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
119+ 2.46% |
$53.1K - $62.8K
|
4.96K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
117+ 6.25% |
$52.2K - $61.7K
|
1.99K
$962K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
116+ 11.15% |
$51.8K - $61.2K
|
1.16K
$559K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
115+ 23.23% |
$51.3K - $60.6K
|
610
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
114+ 33.93% |
$50.9K - $60.1K
|
450
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
114+ 1.51% |
$50.9K - $60.1K
|
7.68K
$3.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
113+ 2.28% |
$50.4K - $59.6K
|
5.08K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
111+ 8.81% |
$49.5K - $58.5K
|
1.37K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
107+ 6.3% |
$47.8K - $56.4K
|
1.81K
$873K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
106+ 1.72% |
$47.3K - $55.9K
|
6.27K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
106+ 7.63% |
$47.3K - $55.9K
|
1.5K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
106New |
$47.3K - $55.9K
|
106
$51.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
105+ 8.37% |
$46.9K - $55.4K
|
1.36K
$658K
|