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 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30+ 4.53% |
$13.4K - $15.8K
|
692
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 3.2% |
$13.4K - $15.8K
|
967
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30+ 2.16% |
$13.4K - $15.8K
|
1.42K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$15.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$15.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29+ 0.19% |
$12.9K - $15.3K
|
15K
$7.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
29+ 3.6% |
$12.9K - $15.3K
|
834
$429K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
29+ 5.28% |
$12.9K - $15.3K
|
578
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
28+ 3.17% |
$12.5K - $14.8K
|
911
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27+ 77.14% |
$12.1K - $14.2K
|
62
$31.9K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
27+ 2.81% |
$12.1K - $14.2K
|
988
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
27+ 0.48% |
$12.1K - $14.2K
|
5.67K
$2.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.56% |
$11.6K - $13.7K
|
1.04K
$535K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.76% |
$11.6K - $13.7K
|
3.45K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 5.01% |
$11.6K - $13.7K
|
545
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26New |
$11.6K - $13.7K
|
26
$13.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25+ 4.2% |
$11.2K - $13.2K
|
620
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
25+ 4.88% |
$11.2K - $13.2K
|
537
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
25+ 6.43% |
$11.2K - $13.2K
|
414
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 1.83% |
$11.2K - $13.2K
|
1.39K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 39.68% |
$11.2K - $13.2K
|
88
$45.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 65.79% |
$11.2K - $13.2K
|
63
$32.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
24+ 3.37% |
$10.7K - $12.7K
|
736
$379K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24+ 1.68% |
$10.7K - $12.7K
|
1.46K
$749K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.6% |
$10.7K - $12.7K
|
153
$78.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
24New |
$10.7K - $12.7K
|
24
$12.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 7.03% |
$10.3K - $12.1K
|
350
$180K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
23+ 2.32% |
$10.3K - $12.1K
|
1.01K
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$9.82K - $11.6K
|
22
$11.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22+ 3.22% |
$9.82K - $11.6K
|
705
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 20.56% |
$9.82K - $11.6K
|
129
$66.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 20.95% |
$9.82K - $11.6K
|
127
$65.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 52.38% |
$9.82K - $11.6K
|
64
$32.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21+ 1.19% |
$9.37K - $11.1K
|
1.79K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21New |
$9.37K - $11.1K
|
21
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
21+ 1.71% |
$9.37K - $11.1K
|
1.25K
$643K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
20+ 0.86% |
$8.93K - $10.5K
|
2.34K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 25.0% |
$8.93K - $10.5K
|
100
$51.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 1.45% |
$8.93K - $10.5K
|
1.4K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
20+ 3.16% |
$8.93K - $10.5K
|
652
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
20+ 2.49% |
$8.93K - $10.5K
|
822
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 2.81% |
$8.93K - $10.5K
|
733
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 1.22% |
$8.93K - $10.5K
|
1.66K
$852K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
20+ 4.18% |
$8.93K - $10.5K
|
498
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 1.31% |
$8.93K - $10.5K
|
1.54K
$794K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20+ 2.05% |
$8.93K - $10.5K
|
997
$513K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 2.57% |
$8.03K - $9.49K
|
718
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.26K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18+ 3.37% |
$8.03K - $9.49K
|
552
$284K
|