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 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 20.95% |
$9.82K - $11.6K
|
127
$67.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 52.38% |
$9.82K - $11.6K
|
64
$34K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21+ 1.19% |
$9.37K - $11.1K
|
1.79K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21New |
$9.37K - $11.1K
|
21
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
21+ 1.71% |
$9.37K - $11.1K
|
1.25K
$663K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
20+ 0.86% |
$8.93K - $10.5K
|
2.34K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 25.0% |
$8.93K - $10.5K
|
100
$53.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 1.45% |
$8.93K - $10.5K
|
1.4K
$745K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
20+ 3.16% |
$8.93K - $10.5K
|
652
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
20+ 2.49% |
$8.93K - $10.5K
|
822
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 2.81% |
$8.93K - $10.5K
|
733
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 1.22% |
$8.93K - $10.5K
|
1.66K
$880K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
20+ 4.18% |
$8.93K - $10.5K
|
498
$264K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 1.31% |
$8.93K - $10.5K
|
1.54K
$820K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20+ 2.05% |
$8.93K - $10.5K
|
997
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 2.57% |
$8.03K - $9.49K
|
718
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.56K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$9.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18+ 3.37% |
$8.03K - $9.49K
|
552
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 2.25% |
$7.59K - $8.97K
|
773
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
16+ 0.09% |
$7.14K - $8.44K
|
17.4K
$9.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
16+ 0.88% |
$7.14K - $8.44K
|
1.83K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 145.45% |
$7.14K - $8.44K
|
27
$14.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16+ 0.64% |
$7.14K - $8.44K
|
2.53K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
16+ 0.18% |
$7.14K - $8.44K
|
8.72K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16+ 1.47% |
$7.14K - $8.44K
|
1.1K
$586K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.8% |
$6.69K - $7.91K
|
1.89K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
15+ 3.14% |
$6.69K - $7.91K
|
492
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 8.43% |
$6.69K - $7.91K
|
193
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
15+ 0.99% |
$6.69K - $7.91K
|
1.53K
$813K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
15+ 2.66% |
$6.69K - $7.91K
|
579
$307K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
15+ 2.96% |
$6.69K - $7.91K
|
522
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.39% |
$6.25K - $7.38K
|
1.02K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 14.74% |
$6.25K - $7.38K
|
109
$57.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$6.25K - $7.38K
|
14
$7.43K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14+ 1.17% |
$6.25K - $7.38K
|
1.21K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.25% |
$6.25K - $7.38K
|
5.55K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14New |
$6.25K - $7.38K
|
14
$7.43K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
13+ 9.77% |
$5.8K - $6.86K
|
146
$77.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 2.48% |
$5.8K - $6.86K
|
538
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 2.03% |
$5.8K - $6.86K
|
654
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 2.13% |
$5.36K - $6.33K
|
576
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12+ 75.0% |
$5.36K - $6.33K
|
28
$14.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 52.38% |
$4.91K - $5.8K
|
32
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 6.15% |
$4.91K - $5.8K
|
190
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.72% |
$4.91K - $5.8K
|
1.53K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$4.91K - $5.8K
|
11
$5.84K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11+ 2.12% |
$4.91K - $5.8K
|
529
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10+ 0.54% |
$4.46K - $5.27K
|
1.85K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 16.95% |
$4.46K - $5.27K
|
69
$36.6K
|