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 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 2.57% |
$8.03K - $9.49K
|
718
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.41K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18+ 3.37% |
$8.03K - $9.49K
|
552
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 2.25% |
$7.59K - $8.97K
|
773
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
16+ 0.09% |
$7.14K - $8.44K
|
17.4K
$9.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
16+ 0.88% |
$7.14K - $8.44K
|
1.83K
$955K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 145.45% |
$7.14K - $8.44K
|
27
$14.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16+ 0.64% |
$7.14K - $8.44K
|
2.53K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
16+ 0.18% |
$7.14K - $8.44K
|
8.72K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16+ 1.47% |
$7.14K - $8.44K
|
1.1K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.8% |
$6.69K - $7.91K
|
1.89K
$989K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
15+ 3.14% |
$6.69K - $7.91K
|
492
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 8.43% |
$6.69K - $7.91K
|
193
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
15+ 0.99% |
$6.69K - $7.91K
|
1.53K
$800K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
15+ 2.66% |
$6.69K - $7.91K
|
579
$303K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
15+ 2.96% |
$6.69K - $7.91K
|
522
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.39% |
$6.25K - $7.38K
|
1.02K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 14.74% |
$6.25K - $7.38K
|
109
$57K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$6.25K - $7.38K
|
14
$7.32K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14+ 1.17% |
$6.25K - $7.38K
|
1.21K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.25% |
$6.25K - $7.38K
|
5.55K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14New |
$6.25K - $7.38K
|
14
$7.32K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
13+ 9.77% |
$5.8K - $6.86K
|
146
$76.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 2.48% |
$5.8K - $6.86K
|
538
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 2.03% |
$5.8K - $6.86K
|
654
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 2.13% |
$5.36K - $6.33K
|
576
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12+ 75.0% |
$5.36K - $6.33K
|
28
$14.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 52.38% |
$4.91K - $5.8K
|
32
$16.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 6.15% |
$4.91K - $5.8K
|
190
$99.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.72% |
$4.91K - $5.8K
|
1.53K
$802K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$4.91K - $5.8K
|
11
$5.75K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11+ 2.12% |
$4.91K - $5.8K
|
529
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10+ 0.54% |
$4.46K - $5.27K
|
1.85K
$965K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 16.95% |
$4.46K - $5.27K
|
69
$36.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
10+ 0.08% |
$4.46K - $5.27K
|
13.2K
$6.92M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.72% |
$4.46K - $5.27K
|
1.4K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 76.92% |
$4.46K - $5.27K
|
23
$12K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$4.02K - $4.75K
|
9
$4.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$4.02K - $4.75K
|
9
$4.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$4.02K - $4.75K
|
616
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 3.93% |
$4.02K - $4.75K
|
238
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9+ 0.87% |
$4.02K - $4.75K
|
1.05K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9New |
$4.02K - $4.75K
|
9
$4.71K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.5% |
$4.02K - $4.75K
|
1.81K
$946K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 30.77% |
$3.57K - $4.22K
|
34
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$3.57K - $4.22K
|
8
$4.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8+ 0.44% |
$3.57K - $4.22K
|
1.83K
$956K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 17.02% |
$3.57K - $4.22K
|
55
$28.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
8+ 1.13% |
$3.57K - $4.22K
|
713
$373K
|