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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-286- 3.59% |
$128K - $151K
|
7.69K
$3.72M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-288- 16.08% |
$129K - $152K
|
1.5K
$727K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-289- 10.84% |
$129K - $152K
|
2.38K
$1.15M
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-290- 6.24% |
$129K - $153K
|
4.35K
$2.11M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-296- 1.05% |
$132K - $156K
|
28K
$13.5M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-299- 11.3% |
$133K - $158K
|
2.35K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-300- 4.93% |
$134K - $158K
|
5.79K
$2.8M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-307- 10.82% |
$137K - $162K
|
2.53K
$1.22M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-313- 4.89% |
$140K - $165K
|
6.09K
$2.94M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-313- 17.96% |
$140K - $165K
|
1.43K
$692K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-334- 79.9% |
$149K - $176K
|
84
$40.6K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-336- 12.73% |
$150K - $177K
|
2.3K
$1.11M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-340- 1.66% |
$152K - $179K
|
20.2K
$9.76M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-340- 6.34% |
$152K - $179K
|
5.02K
$2.43M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-341- 0.53% |
$152K - $180K
|
64.1K
$31M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-346- 14.62% |
$154K - $182K
|
2.02K
$977K
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-348- 6.0% |
$155K - $184K
|
5.45K
$2.64M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-350- 14.89% |
$156K - $185K
|
2K
$968K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-356- 41.88% |
$159K - $188K
|
494
$239K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-357- 0.3% |
$159K - $188K
|
118K
$56.9M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-360- 3.56% |
$161K - $190K
|
9.74K
$4.71M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-366- 0.15% |
$163K - $193K
|
246K
$119M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-383- 44.38% |
$171K - $202K
|
480
$232K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-383- 2.07% |
$171K - $202K
|
18.1K
$8.75M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-383- 0.52% |
$171K - $202K
|
73.2K
$35.4M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-392- 2.5% |
$175K - $207K
|
15.3K
$7.41M
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-400- 4.92% |
$179K - $211K
|
7.73K
$3.74M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-411- 43.04% |
$183K - $217K
|
544
$263K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-412- 4.99% |
$184K - $217K
|
7.84K
$3.79M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-415- 7.42% |
$185K - $219K
|
5.18K
$2.51M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-425- 9.97% |
$190K - $224K
|
3.84K
$1.86M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-425- 4.1% |
$190K - $224K
|
9.94K
$4.81M
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-427- 13.45% |
$191K - $225K
|
2.75K
$1.33M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-429- 11.56% |
$191K - $226K
|
3.28K
$1.59M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-432- 1.55% |
$193K - $228K
|
27.4K
$13.3M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-434- 2.27% |
$194K - $229K
|
18.7K
$9.03M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-436- 6.43% |
$195K - $230K
|
6.34K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-436- 1.0% |
$195K - $230K
|
43.3K
$21M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-437- 2.45% |
$195K - $230K
|
17.4K
$8.43M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-437- 23.46% |
$195K - $230K
|
1.43K
$690K
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-439- 13.16% |
$196K - $232K
|
2.9K
$1.4M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-453- 0.37% |
$202K - $239K
|
121K
$58.8M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-465- 5.65% |
$208K - $245K
|
7.76K
$3.76M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-471- 41.39% |
$210K - $248K
|
667
$323K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-471- 4.39% |
$210K - $248K
|
10.3K
$4.96M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-476- 1.56% |
$212K - $251K
|
30K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-482- 27.51% |
$215K - $254K
|
1.27K
$614K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-482- 99.18% |
$215K - $254K
|
4
$1.94K
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-484- 29.21% |
$216K - $255K
|
1.17K
$567K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-491- 23.15% |
$219K - $259K
|
1.63K
$789K
|