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 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5New |
$2.23K - $2.64K
|
5
$2.42K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
5+ 0.12% |
$2.23K - $2.64K
|
4.34K
$2.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$1.79K - $2.11K
|
4
$1.94K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
4+ 0.33% |
$1.79K - $2.11K
|
1.23K
$593K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4+ 0.06% |
$1.79K - $2.11K
|
7.27K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 17.39% |
$1.79K - $2.11K
|
27
$13.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.17% |
$1.79K - $2.11K
|
2.38K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4+ 0.41% |
$1.79K - $2.11K
|
989
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 4.76% |
$1.79K - $2.11K
|
88
$42.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4+ 0.19% |
$1.79K - $2.11K
|
2.12K
$1.02M
|
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
4+ 0.31% |
$1.79K - $2.11K
|
1.28K
$617K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.34K - $1.58K
|
2.17K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.12% |
$1.34K - $1.58K
|
2.46K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 0.32% |
$1.34K - $1.58K
|
950
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.38% |
$1.34K - $1.58K
|
795
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3+ 0.09% |
$1.34K - $1.58K
|
3.25K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.2% |
$1.34K - $1.58K
|
1.49K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.63% |
$1.34K - $1.58K
|
476
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3+ 0.46% |
$1.34K - $1.58K
|
652
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.1% |
$1.34K - $1.58K
|
2.87K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.13% |
$893 - $1.05K
|
1.57K
$761K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.19% |
$893 - $1.05K
|
1.08K
$522K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.4% |
$893 - $1.05K
|
502
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.31% |
$893 - $1.05K
|
657
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.45% |
$893 - $1.05K
|
451
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.07% |
$893 - $1.05K
|
2.92K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$893 - $1.05K
|
1.93K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.29% |
$893 - $1.05K
|
682
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.05% |
$893 - $1.05K
|
4.08K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.4% |
$893 - $1.05K
|
505
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.19% |
$893 - $1.05K
|
170
$82.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$446 - $527
|
184
$89K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.05% |
$446 - $527
|
2.02K
$976K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$446 - $527
|
1.09K
$526K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 3.23% |
$446 - $527
|
32
$15.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.88% |
$446 - $527
|
18
$8.71K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 1.06% |
$446 - $527
|
95
$46K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1+ 0.15% |
$446 - $527
|
652
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.14% |
$446 - $527
|
732
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$446 - $527
|
874
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$446 - $527
|
6
$2.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$446 - $527
|
195
$94.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.05% |
$446 - $527
|
96
$46.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.72% |
$446 - $527
|
59
$28.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.2% |
$446 - $527
|
505
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.47% |
$446 - $527
|
213
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$446 - $527
|
529
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1+ 0.17% |
$446 - $527
|
582
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.13% |
$446 - $527
|
772
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.12% |
$446 - $527
|
840
$406K
|