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 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4- 0.52% |
$1.79K - $2.11K
|
760
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4- 0.3% |
$1.79K - $2.11K
|
1.33K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4- 4.21% |
$1.79K - $2.11K
|
91
$46.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 5.81% |
$2.23K - $2.64K
|
81
$41.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.22% |
$2.23K - $2.64K
|
2.31K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5- 1.04% |
$2.23K - $2.64K
|
476
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.56% |
$2.23K - $2.64K
|
888
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5- 0.23% |
$2.23K - $2.64K
|
2.15K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.12% |
$2.23K - $2.64K
|
4.02K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.99% |
$2.23K - $2.64K
|
502
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-6- 0.79% |
$2.68K - $3.16K
|
756
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 2.31% |
$2.68K - $3.16K
|
254
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6- 0.33% |
$2.68K - $3.16K
|
1.83K
$941K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$3.12K - $3.69K
|
2.93K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7- 1.47% |
$3.12K - $3.69K
|
470
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-7- 1.43% |
$3.12K - $3.69K
|
481
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.56% |
$3.12K - $3.69K
|
1.24K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-7- 0.04% |
$3.12K - $3.69K
|
19.8K
$10.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7- 0.64% |
$3.12K - $3.69K
|
1.08K
$556K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-8- 2.25% |
$3.57K - $4.22K
|
348
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8- 1.56% |
$3.57K - $4.22K
|
504
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-8- 0.31% |
$3.57K - $4.22K
|
2.56K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.55% |
$3.57K - $4.22K
|
1.44K
$741K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8- 1.77% |
$3.57K - $4.22K
|
445
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-8- 16.67% |
$3.57K - $4.22K
|
40
$20.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
$4.02K - $4.75K
|
2.99K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-9- 0.81% |
$4.02K - $4.75K
|
1.11K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9- 2.15% |
$4.02K - $4.75K
|
409
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9- 0.23% |
$4.02K - $4.75K
|
3.9K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-9- 0.38% |
$4.02K - $4.75K
|
2.35K
$1.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-10- 2.13% |
$4.46K - $5.27K
|
460
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.82% |
$4.46K - $5.27K
|
1.2K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 3.04% |
$4.46K - $5.27K
|
319
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 2.89% |
$4.46K - $5.27K
|
336
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.24% |
$4.46K - $5.27K
|
4.11K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-10- 2.18% |
$4.46K - $5.27K
|
448
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 2.11% |
$4.46K - $5.27K
|
465
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.68% |
$4.46K - $5.27K
|
1.45K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 7.69% |
$4.91K - $5.8K
|
132
$67.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 12.09% |
$4.91K - $5.8K
|
80
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-11- 0.41% |
$4.91K - $5.8K
|
2.68K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-12- 2.14% |
$5.36K - $6.33K
|
550
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-12- 1.24% |
$5.36K - $6.33K
|
955
$491K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-12- 0.63% |
$5.36K - $6.33K
|
1.88K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12- 1.04% |
$5.36K - $6.33K
|
1.14K
$588K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-13- 0.73% |
$5.8K - $6.86K
|
1.78K
$915K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-13- 38.24% |
$5.8K - $6.86K
|
21
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-13- 0.01% |
$5.8K - $6.86K
|
88K
$45.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-14- 0.26% |
$6.25K - $7.38K
|
5.41K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-15- 1.01% |
$6.69K - $7.91K
|
1.47K
$757K
|