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 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 4.7% |
$13.4K - $15.8K
|
608
$313K
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-30- 2.61% |
$13.4K - $15.8K
|
1.12K
$575K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-31- 1.01% |
$13.8K - $16.3K
|
3.05K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-31- 3.58% |
$13.8K - $16.3K
|
834
$429K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-31- 2.15% |
$13.8K - $16.3K
|
1.41K
$726K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-32- 1.81% |
$14.3K - $16.9K
|
1.73K
$891K
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-32- 4.58% |
$14.3K - $16.9K
|
666
$343K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-32- 1.82% |
$14.3K - $16.9K
|
1.73K
$891K
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-32- 0.43% |
$14.3K - $16.9K
|
7.45K
$3.83M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-33- 0.43% |
$14.7K - $17.4K
|
7.69K
$3.96M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-33- 3.26% |
$14.7K - $17.4K
|
978
$503K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-33- 2.14% |
$14.7K - $17.4K
|
1.51K
$777K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34- 1.81% |
$15.2K - $17.9K
|
1.85K
$951K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-34- 0.69% |
$15.2K - $17.9K
|
4.9K
$2.52M
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-35- 2.44% |
$15.6K - $18.5K
|
1.4K
$720K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 87.5% |
$15.6K - $18.5K
|
5
$2.57K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-35- 0.58% |
$15.6K - $18.5K
|
6.01K
$3.09M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-36- 1.16% |
$16.1K - $19K
|
3.06K
$1.58M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 2.07% |
$16.1K - $19K
|
1.7K
$877K
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36- 15.65% |
$16.1K - $19K
|
194
$99.8K
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-36- 0.91% |
$16.1K - $19K
|
3.94K
$2.03M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-36- 0.54% |
$16.1K - $19K
|
6.64K
$3.41M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37- 7.13% |
$16.5K - $19.5K
|
482
$248K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-37- 3.25% |
$16.5K - $19.5K
|
1.1K
$566K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-38- 3.87% |
$17K - $20K
|
944
$486K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-38- 1.01% |
$17K - $20K
|
3.71K
$1.91M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.38% |
$17.4K - $20.6K
|
10.1K
$5.22M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-40- 7.33% |
$17.9K - $21.1K
|
506
$260K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 10.64% |
$17.9K - $21.1K
|
336
$173K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-40- 1.37% |
$17.9K - $21.1K
|
2.89K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 7.83% |
$17.9K - $21.1K
|
471
$242K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 1.42% |
$17.9K - $21.1K
|
2.77K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-41- 1.65% |
$18.3K - $21.6K
|
2.45K
$1.26M
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-41- 14.96% |
$18.3K - $21.6K
|
233
$120K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-42- 3.03% |
$18.7K - $22.1K
|
1.35K
$692K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 14.01% |
$19.2K - $22.7K
|
264
$136K
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-43- 0.18% |
$19.2K - $22.7K
|
24.3K
$12.5M
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-43- 6.42% |
$19.2K - $22.7K
|
627
$323K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43- 0.6% |
$19.2K - $22.7K
|
7.12K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-44- 1.16% |
$19.6K - $23.2K
|
3.74K
$1.92M
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-45- 1.11% |
$20.1K - $23.7K
|
4.03K
$2.07M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-46- 3.16% |
$20.5K - $24.3K
|
1.41K
$725K
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-46- 0.04% |
$20.5K - $24.3K
|
125K
$64.1M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-47- 0.44% |
$21K - $24.8K
|
10.5K
$5.43M
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-48- 1.04% |
$21.4K - $25.3K
|
4.57K
$2.35M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-48- 1.38% |
$21.4K - $25.3K
|
3.43K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 9.61% |
$21.9K - $25.8K
|
461
$237K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 25.64% |
$22.3K - $26.4K
|
145
$74.6K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-50- 2.04% |
$22.3K - $26.4K
|
2.4K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 10.0% |
$22.3K - $26.4K
|
450
$232K
|