Purchases and Sales Made in Q4 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
252+ 2.24% |
$121K - $133K
|
11.5K
$5.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
251+ 21.98% |
$121K - $133K
|
1.39K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
241+ 8.24% |
$116K - $128K
|
3.17K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
241+ 23.0% |
$116K - $128K
|
1.29K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
239+ 60.35% |
$115K - $126K
|
635
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
238+ 6.0% |
$114K - $126K
|
4.21K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
238+ 0.65% |
$114K - $126K
|
37.1K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
236+ 15.28% |
$113K - $125K
|
1.78K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
233+ 29.72% |
$112K - $123K
|
1.02K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
232New |
$111K - $123K
|
232
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
232+ 4.52% |
$111K - $123K
|
5.37K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
229+ 11.01% |
$110K - $121K
|
2.31K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
225+ 2.2% |
$108K - $119K
|
10.5K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
225+ 37.82% |
$108K - $119K
|
820
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
220+ 2.57% |
$106K - $116K
|
8.79K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
212+ 6.95% |
$102K - $112K
|
3.26K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
211New |
$101K - $112K
|
211
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
210+ 4.45% |
$101K - $111K
|
4.93K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
206+ 34.45% |
$99K - $109K
|
804
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
206+ 2.79% |
$99K - $109K
|
7.6K
$3.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
204+ 19.37% |
$98K - $108K
|
1.26K
$651K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
204New |
$98K - $108K
|
204
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 12.51% |
$96.6K - $106K
|
1.81K
$936K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
200+ 34.9% |
$96.1K - $106K
|
773
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
200New |
$96.1K - $106K
|
200
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.39% |
$96.1K - $106K
|
52K
$26.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$96.1K - $106K
|
200
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
197New |
$94.6K - $104K
|
197
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
196+ 2.11% |
$94.2K - $104K
|
9.49K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
195+ 6.9% |
$93.7K - $103K
|
3.02K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
193+ 2.58% |
$92.7K - $102K
|
7.69K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
193+ 42.23% |
$92.7K - $102K
|
650
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$91.3K - $101K
|
190
$98.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
189+ 6.58% |
$90.8K - $100K
|
3.06K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 15.44% |
$90.8K - $100K
|
1.41K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
189+ 119.62% |
$90.8K - $100K
|
347
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
187+ 91.22% |
$89.8K - $99K
|
392
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
187+ 19.38% |
$89.8K - $99K
|
1.15K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
186+ 4.06% |
$89.3K - $98.4K
|
4.77K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
185+ 2.06% |
$88.9K - $97.9K
|
9.15K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
184New |
$88.4K - $97.4K
|
184
$95.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183+ 52.29% |
$87.9K - $96.8K
|
533
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
180+ 4.14% |
$86.5K - $95.3K
|
4.53K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
179+ 20.43% |
$86K - $94.7K
|
1.06K
$546K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
178New |
$85.5K - $94.2K
|
178
$92.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
177+ 26.54% |
$85K - $93.7K
|
844
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
175+ 1.58% |
$84.1K - $92.6K
|
11.3K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
175New |
$84.1K - $92.6K
|
175
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 3.78% |
$83.1K - $91.5K
|
4.74K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
172New |
$82.6K - $91K
|
172
$89.1K
|