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 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
87+ 18.09% |
$38.8K - $45.9K
|
568
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
86+ 0.41% |
$38.4K - $45.4K
|
20.9K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
83+ 19.76% |
$37K - $43.8K
|
503
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
81+ 5.48% |
$36.2K - $42.7K
|
1.56K
$802K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81+ 6.51% |
$36.2K - $42.7K
|
1.33K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
80+ 10.44% |
$35.7K - $42.2K
|
846
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
79+ 2.12% |
$35.3K - $41.7K
|
3.81K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 37.8% |
$35.3K - $41.7K
|
288
$148K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
78+ 2.13% |
$34.8K - $41.1K
|
3.74K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 93.9% |
$34.4K - $40.6K
|
159
$81.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
76+ 2.42% |
$33.9K - $40.1K
|
3.22K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76+ 2.76% |
$33.9K - $40.1K
|
2.83K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 12.63% |
$33K - $39K
|
660
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
73+ 12.25% |
$32.6K - $38.5K
|
669
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.99% |
$32.1K - $38K
|
7.35K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
72+ 3.83% |
$32.1K - $38K
|
1.95K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
71+ 1.87% |
$31.7K - $37.4K
|
3.87K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 18.42% |
$31.2K - $36.9K
|
450
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
69+ 14.84% |
$30.8K - $36.4K
|
534
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
69+ 5.13% |
$30.8K - $36.4K
|
1.41K
$727K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
68+ 0.48% |
$30.3K - $35.9K
|
14.3K
$7.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
68+ 4.22% |
$30.3K - $35.9K
|
1.68K
$865K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
68+ 0.14% |
$30.3K - $35.9K
|
50K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 8.66% |
$30.3K - $35.9K
|
853
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
67+ 5.39% |
$29.9K - $35.3K
|
1.31K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
67+ 3.98% |
$29.9K - $35.3K
|
1.75K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 319.05% |
$29.9K - $35.3K
|
88
$45.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
66+ 20.69% |
$29.5K - $34.8K
|
385
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 2.11% |
$29.5K - $34.8K
|
3.19K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
65+ 9.88% |
$29K - $34.3K
|
723
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
64+ 52.89% |
$28.6K - $33.8K
|
185
$95.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 1.6% |
$28.6K - $33.8K
|
4.07K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 1240.0% |
$27.7K - $32.7K
|
67
$34.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 11.72% |
$27.7K - $32.7K
|
591
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
61+ 11.55% |
$27.2K - $32.2K
|
589
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 11.95% |
$26.8K - $31.6K
|
562
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59+ 0.79% |
$26.3K - $31.1K
|
7.49K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$26.3K - $31.1K
|
59
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
59+ 1.09% |
$26.3K - $31.1K
|
5.49K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
58+ 3.67% |
$25.9K - $30.6K
|
1.64K
$844K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58+ 0.8% |
$25.9K - $30.6K
|
7.27K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.39% |
$25.4K - $30.1K
|
4.17K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
57+ 0.22% |
$25.4K - $30.1K
|
25.7K
$13.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
56+ 7.48% |
$25K - $29.5K
|
805
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 0.49% |
$25K - $29.5K
|
11.5K
$5.93M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
56New |
$25K - $29.5K
|
56
$28.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55+ 3.7% |
$24.5K - $29K
|
1.54K
$793K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 2.59% |
$24.5K - $29K
|
2.18K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
55+ 0.87% |
$24.5K - $29K
|
6.41K
$3.3M
|