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 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
400+ 5.96% |
$179K - $211K
|
7.12K
$3.74M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 0.12% |
$179K - $211K
|
338K
$178M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$210K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$210K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
399New |
$178K - $210K
|
399
$210K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
399New |
$178K - $210K
|
399
$210K
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
398+ 16.38% |
$178K - $210K
|
2.83K
$1.49M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
396New |
$177K - $209K
|
396
$208K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
396New |
$177K - $209K
|
396
$208K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
394New |
$176K - $208K
|
394
$207K
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
394New |
$176K - $208K
|
394
$207K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
391+ 1.75% |
$175K - $206K
|
22.7K
$11.9M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
391+ 21.95% |
$175K - $206K
|
2.17K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
389New |
$174K - $205K
|
389
$204K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
388New |
$173K - $205K
|
388
$204K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
384+ 59.17% |
$171K - $203K
|
1.03K
$543K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
377+ 6.67% |
$168K - $199K
|
6.03K
$3.17M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
367+ 21.24% |
$164K - $194K
|
2.1K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
366+ 1.44% |
$163K - $193K
|
25.8K
$13.6M
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
360+ 3.64% |
$161K - $190K
|
10.2K
$5.38M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
346+ 36.85% |
$154K - $182K
|
1.29K
$675K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
342+ 23.87% |
$153K - $180K
|
1.78K
$933K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
336+ 1.03% |
$150K - $177K
|
33K
$17.3M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 13.73% |
$149K - $176K
|
2.76K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
331+ 2.52% |
$148K - $175K
|
13.4K
$7.07M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
330+ 3.07% |
$147K - $174K
|
11.1K
$5.82M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328+ 4.95% |
$146K - $173K
|
6.96K
$3.65M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
327+ 20.37% |
$146K - $172K
|
1.93K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
318+ 1.12% |
$142K - $168K
|
28.7K
$15.1M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
317+ 58.81% |
$141K - $167K
|
856
$450K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
314+ 13.84% |
$140K - $166K
|
2.58K
$1.36M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
313+ 6.49% |
$140K - $165K
|
5.14K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
309New |
$138K - $163K
|
309
$162K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
304+ 59.14% |
$136K - $160K
|
818
$430K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
301+ 16.64% |
$134K - $159K
|
2.11K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
301+ 6.28% |
$134K - $159K
|
5.1K
$2.68M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 50.0% |
$134K - $158K
|
900
$473K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$134K - $158K
|
300
$158K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
299+ 13.7% |
$133K - $158K
|
2.48K
$1.3M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
297+ 15.23% |
$133K - $157K
|
2.25K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
287+ 17.06% |
$128K - $151K
|
1.97K
$1.03M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
281+ 2.43% |
$125K - $148K
|
11.9K
$6.23M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
276+ 1.98% |
$123K - $146K
|
14.2K
$7.48M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
275+ 0.65% |
$123K - $145K
|
42.4K
$22.3M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
275+ 20.79% |
$123K - $145K
|
1.6K
$840K
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
270+ 2.46% |
$121K - $142K
|
11.3K
$5.91M
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
267+ 19.21% |
$119K - $141K
|
1.66K
$871K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
263+ 4.98% |
$117K - $139K
|
5.55K
$2.91M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
263+ 2.59% |
$117K - $139K
|
10.4K
$5.47M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
255+ 2.28% |
$114K - $134K
|
11.5K
$6.02M
|