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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
440+ 0.52% |
$196K - $232K
|
84.4K
$44.2M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
437New |
$195K - $230K
|
437
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
437+ 6.94% |
$195K - $230K
|
6.73K
$3.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435+ 0.38% |
$194K - $229K
|
115K
$60.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
435New |
$194K - $229K
|
435
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
434New |
$194K - $229K
|
434
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
433+ 15.97% |
$193K - $228K
|
3.14K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
430New |
$192K - $227K
|
430
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
428+ 1.85% |
$191K - $226K
|
23.6K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
427New |
$191K - $225K
|
427
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
427+ 21.6% |
$191K - $225K
|
2.4K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
426New |
$190K - $225K
|
426
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
422New |
$188K - $223K
|
422
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
422New |
$188K - $223K
|
422
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
422New |
$188K - $223K
|
422
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
418+ 81.48% |
$187K - $220K
|
931
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
418New |
$187K - $220K
|
418
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
417New |
$186K - $220K
|
417
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
416New |
$186K - $219K
|
416
$218K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
416New |
$186K - $219K
|
416
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
415New |
$185K - $219K
|
415
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
414New |
$185K - $218K
|
414
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
414New |
$185K - $218K
|
414
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
413New |
$184K - $218K
|
413
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
412New |
$184K - $217K
|
412
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412+ 14.67% |
$184K - $217K
|
3.22K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
411New |
$183K - $217K
|
411
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
411New |
$183K - $217K
|
411
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
410New |
$183K - $216K
|
410
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
409+ 4.09% |
$183K - $216K
|
10.4K
$5.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
407New |
$182K - $215K
|
407
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
405+ 71.81% |
$181K - $214K
|
969
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
405New |
$181K - $214K
|
405
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
404New |
$180K - $213K
|
404
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
403New |
$180K - $213K
|
403
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
401New |
$179K - $211K
|
401
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
400New |
$179K - $211K
|
400
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
400+ 24.54% |
$179K - $211K
|
2.03K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
400+ 5.96% |
$179K - $211K
|
7.12K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 0.12% |
$179K - $211K
|
338K
$177M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
399New |
$178K - $210K
|
399
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
399New |
$178K - $210K
|
399
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
398+ 16.38% |
$178K - $210K
|
2.83K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
396New |
$177K - $209K
|
396
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
396New |
$177K - $209K
|
396
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
394New |
$176K - $208K
|
394
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
394New |
$176K - $208K
|
394
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
391+ 1.75% |
$175K - $206K
|
22.7K
$11.9M
|