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
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
889+ 35.21% |
$397K - $469K
|
3.41K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
885New |
$395K - $467K
|
885
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
880+ 0.7% |
$393K - $464K
|
127K
$65.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
867+ 2.41% |
$387K - $457K
|
36.8K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
867+ 77.2% |
$387K - $457K
|
1.99K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
867+ 23.6% |
$387K - $457K
|
4.54K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
865New |
$386K - $456K
|
865
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
865+ 12.74% |
$386K - $456K
|
7.66K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
863+ 10.09% |
$385K - $455K
|
9.42K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
855+ 0.17% |
$382K - $451K
|
492K
$252M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
847+ 9.86% |
$378K - $447K
|
9.43K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
837+ 10.62% |
$374K - $441K
|
8.72K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
826+ 1.82% |
$369K - $436K
|
46.1K
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825+ 45.83% |
$368K - $435K
|
2.63K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
825+ 11.43% |
$368K - $435K
|
8.04K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
819+ 35.45% |
$366K - $432K
|
3.13K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
816New |
$364K - $430K
|
816
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
808New |
$361K - $426K
|
808
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
800New |
$357K - $422K
|
800
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
798+ 6.34% |
$356K - $421K
|
13.4K
$6.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
796+ 16.81% |
$355K - $420K
|
5.53K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
783+ 12.4% |
$349K - $413K
|
7.1K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
775+ 4.17% |
$346K - $409K
|
19.3K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
766New |
$342K - $404K
|
766
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
759+ 277.01% |
$339K - $400K
|
1.03K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
758+ 63.97% |
$338K - $400K
|
1.94K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
753New |
$336K - $397K
|
753
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
741+ 29.01% |
$331K - $391K
|
3.3K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
734+ 0.93% |
$328K - $387K
|
79.8K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
715New |
$319K - $377K
|
715
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
704New |
$314K - $371K
|
704
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
698New |
$312K - $368K
|
698
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
696+ 5.42% |
$311K - $367K
|
13.5K
$6.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
695+ 0.08% |
$310K - $367K
|
875K
$448M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
693New |
$309K - $365K
|
693
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
689New |
$308K - $363K
|
689
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
682+ 13.69% |
$304K - $360K
|
5.67K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
681+ 3.73% |
$304K - $359K
|
18.9K
$9.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
675+ 12.33% |
$301K - $356K
|
6.15K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
674+ 13.75% |
$301K - $355K
|
5.58K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670+ 1.34% |
$299K - $353K
|
50.6K
$25.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
668+ 8.46% |
$298K - $352K
|
8.57K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
666+ 1.08% |
$297K - $351K
|
62.1K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
659+ 6.89% |
$294K - $348K
|
10.2K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
656+ 34.86% |
$293K - $346K
|
2.54K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
652+ 117.9% |
$291K - $344K
|
1.21K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
646New |
$288K - $341K
|
646
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
646+ 3.54% |
$288K - $341K
|
18.9K
$9.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
633+ 11.71% |
$283K - $334K
|
6.04K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
616+ 63.24% |
$275K - $325K
|
1.59K
$815K
|