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 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-15- 0.33% |
$6.69K - $7.91K
|
4.51K
$2.32M
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-15- 1.25% |
$6.69K - $7.91K
|
1.18K
$608K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 2.03% |
$6.69K - $7.91K
|
724
$372K
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 2.49% |
$6.69K - $7.91K
|
588
$303K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15- 0.46% |
$6.69K - $7.91K
|
3.25K
$1.67M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.23% |
$7.14K - $8.44K
|
6.96K
$3.58M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-16- 1.69% |
$7.14K - $8.44K
|
929
$478K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.73% |
$7.59K - $8.97K
|
2.31K
$1.19M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18- 1.09% |
$8.03K - $9.49K
|
1.64K
$843K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 26.47% |
$8.03K - $9.49K
|
50
$25.7K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-18- 2.69% |
$8.03K - $9.49K
|
652
$335K
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-18- 13.33% |
$8.03K - $9.49K
|
117
$60.2K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 3.7% |
$8.48K - $10K
|
495
$255K
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-19- 1.56% |
$8.48K - $10K
|
1.2K
$616K
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 1.9% |
$8.93K - $10.5K
|
1.03K
$531K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-20- 14.18% |
$8.93K - $10.5K
|
121
$62.2K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20- 2.98% |
$8.93K - $10.5K
|
652
$335K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 2.0% |
$8.93K - $10.5K
|
981
$505K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-21- 4.41% |
$9.37K - $11.1K
|
455
$234K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 2.64% |
$9.37K - $11.1K
|
773
$398K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-22- 2.31% |
$9.82K - $11.6K
|
932
$479K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22- 3.36% |
$9.82K - $11.6K
|
633
$326K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-22- 1.95% |
$9.82K - $11.6K
|
1.11K
$568K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-22- 3.04% |
$9.82K - $11.6K
|
701
$361K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 2.12% |
$9.82K - $11.6K
|
1.01K
$522K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-23- 1.99% |
$10.3K - $12.1K
|
1.13K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-23- 30.26% |
$10.3K - $12.1K
|
53
$27.3K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 11.44% |
$10.3K - $12.1K
|
178
$91.6K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 3.73% |
$10.3K - $12.1K
|
593
$305K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-23- 1.63% |
$10.3K - $12.1K
|
1.39K
$715K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-23- 1.46% |
$10.3K - $12.1K
|
1.56K
$800K
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-25- 0.23% |
$11.2K - $13.2K
|
10.7K
$5.48M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.5% |
$11.2K - $13.2K
|
4.97K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-25- 0.12% |
$11.2K - $13.2K
|
21.3K
$11M
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-26- 5.22% |
$11.6K - $13.7K
|
472
$243K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-26- 0.34% |
$11.6K - $13.7K
|
7.51K
$3.86M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26- 4.17% |
$11.6K - $13.7K
|
598
$308K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26- 21.14% |
$11.6K - $13.7K
|
97
$49.9K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 1.1% |
$12.1K - $14.2K
|
2.44K
$1.25M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-27- 2.51% |
$12.1K - $14.2K
|
1.05K
$540K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-27- 3.23% |
$12.1K - $14.2K
|
809
$416K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-27- 2.69% |
$12.1K - $14.2K
|
976
$502K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 2.66% |
$12.1K - $14.2K
|
988
$508K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-27- 4.14% |
$12.1K - $14.2K
|
625
$322K
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-28- 0.19% |
$12.5K - $14.8K
|
14.7K
$7.57M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-28- 5.08% |
$12.5K - $14.8K
|
523
$269K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28- 1.09% |
$12.5K - $14.8K
|
2.54K
$1.31M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 1.68% |
$13.4K - $15.8K
|
1.76K
$903K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-30- 1.46% |
$13.4K - $15.8K
|
2.03K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-30- 5.4% |
$13.4K - $15.8K
|
526
$271K
|