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 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
388New |
$173K - $205K
|
388
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
384+ 59.17% |
$171K - $203K
|
1.03K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
377+ 6.67% |
$168K - $199K
|
6.03K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
367+ 21.24% |
$164K - $194K
|
2.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
366+ 1.44% |
$163K - $193K
|
25.8K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
360+ 3.64% |
$161K - $190K
|
10.2K
$5.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
346+ 36.85% |
$154K - $182K
|
1.29K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
342+ 23.87% |
$153K - $180K
|
1.78K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
336+ 1.03% |
$150K - $177K
|
33K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 13.73% |
$149K - $176K
|
2.76K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
331+ 2.52% |
$148K - $175K
|
13.4K
$6.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
330+ 3.07% |
$147K - $174K
|
11.1K
$5.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328+ 4.95% |
$146K - $173K
|
6.96K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
327+ 20.37% |
$146K - $172K
|
1.93K
$994K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
318+ 1.12% |
$142K - $168K
|
28.7K
$14.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
317+ 58.81% |
$141K - $167K
|
856
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
314+ 13.84% |
$140K - $166K
|
2.58K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
309New |
$138K - $163K
|
309
$159K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
304+ 59.14% |
$136K - $160K
|
818
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
301+ 16.64% |
$134K - $159K
|
2.11K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
301+ 6.28% |
$134K - $159K
|
5.1K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 50.0% |
$134K - $158K
|
900
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$134K - $158K
|
300
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
299+ 13.7% |
$133K - $158K
|
2.48K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
297+ 15.23% |
$133K - $157K
|
2.25K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
287+ 17.06% |
$128K - $151K
|
1.97K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
281+ 2.43% |
$125K - $148K
|
11.9K
$6.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
276+ 1.98% |
$123K - $146K
|
14.2K
$7.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
275+ 0.65% |
$123K - $145K
|
42.4K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
275+ 20.79% |
$123K - $145K
|
1.6K
$822K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
270+ 2.46% |
$121K - $142K
|
11.3K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
267+ 19.21% |
$119K - $141K
|
1.66K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
263+ 4.98% |
$117K - $139K
|
5.55K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
263+ 2.59% |
$117K - $139K
|
10.4K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
255+ 2.28% |
$114K - $134K
|
11.5K
$5.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
250+ 8.18% |
$112K - $132K
|
3.31K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
247+ 5.23% |
$110K - $130K
|
4.97K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
244+ 22.22% |
$109K - $129K
|
1.34K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
239New |
$107K - $126K
|
239
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
239+ 11.55% |
$107K - $126K
|
2.31K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
236+ 13.45% |
$105K - $124K
|
1.99K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235+ 9.78% |
$105K - $124K
|
2.64K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
235+ 5.79% |
$105K - $124K
|
4.29K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
233+ 18.7% |
$104K - $123K
|
1.48K
$761K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
232+ 20.84% |
$104K - $122K
|
1.35K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
231+ 9.05% |
$103K - $122K
|
2.78K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
230+ 3.77% |
$103K - $121K
|
6.33K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
228+ 7.73% |
$102K - $120K
|
3.18K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
227+ 9.53% |
$101K - $120K
|
2.61K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
224+ 10.8% |
$100K - $118K
|
2.3K
$1.18M
|