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
|
Calamos Wealth Management LLC
|
BUY
|
- |
98+ 0.41% |
$43.7K - $51.7K
|
24.1K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 2.55% |
$43.3K - $51.2K
|
3.9K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
96+ 2.67% |
$42.8K - $50.6K
|
3.69K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95+ 4.45% |
$42.4K - $50.1K
|
2.23K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
95+ 13.49% |
$42.4K - $50.1K
|
799
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
94+ 20.17% |
$42K - $49.6K
|
560
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
93+ 3.66% |
$41.5K - $49K
|
2.64K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
92+ 7.53% |
$41.1K - $48.5K
|
1.31K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
91+ 11.38% |
$40.6K - $48K
|
891
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
87+ 18.09% |
$38.8K - $45.9K
|
568
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
86+ 0.41% |
$38.4K - $45.4K
|
20.9K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
83+ 19.76% |
$37K - $43.8K
|
503
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
81+ 5.48% |
$36.2K - $42.7K
|
1.56K
$809K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81+ 6.51% |
$36.2K - $42.7K
|
1.33K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
80+ 10.44% |
$35.7K - $42.2K
|
846
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
79+ 2.12% |
$35.3K - $41.7K
|
3.81K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 37.8% |
$35.3K - $41.7K
|
288
$150K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
78+ 2.13% |
$34.8K - $41.1K
|
3.74K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 93.9% |
$34.4K - $40.6K
|
159
$82.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
76+ 2.42% |
$33.9K - $40.1K
|
3.22K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76+ 2.76% |
$33.9K - $40.1K
|
2.83K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 12.63% |
$33K - $39K
|
660
$343K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
73+ 12.25% |
$32.6K - $38.5K
|
669
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.99% |
$32.1K - $38K
|
7.35K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
72+ 3.83% |
$32.1K - $38K
|
1.95K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
71+ 1.87% |
$31.7K - $37.4K
|
3.87K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 18.42% |
$31.2K - $36.9K
|
450
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
69+ 14.84% |
$30.8K - $36.4K
|
534
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
69+ 5.13% |
$30.8K - $36.4K
|
1.41K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
68+ 0.48% |
$30.3K - $35.9K
|
14.3K
$7.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
68+ 4.22% |
$30.3K - $35.9K
|
1.68K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
68+ 0.14% |
$30.3K - $35.9K
|
50K
$26M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 8.66% |
$30.3K - $35.9K
|
853
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
67+ 5.39% |
$29.9K - $35.3K
|
1.31K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
67+ 3.98% |
$29.9K - $35.3K
|
1.75K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 319.05% |
$29.9K - $35.3K
|
88
$45.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
66+ 20.69% |
$29.5K - $34.8K
|
385
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 2.11% |
$29.5K - $34.8K
|
3.19K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
65+ 9.88% |
$29K - $34.3K
|
723
$375K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
64+ 52.89% |
$28.6K - $33.8K
|
185
$96K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 1.6% |
$28.6K - $33.8K
|
4.07K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 1240.0% |
$27.7K - $32.7K
|
67
$34.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 11.72% |
$27.7K - $32.7K
|
591
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
61+ 11.55% |
$27.2K - $32.2K
|
589
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 11.95% |
$26.8K - $31.6K
|
562
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59+ 0.79% |
$26.3K - $31.1K
|
7.49K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$26.3K - $31.1K
|
59
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
59+ 1.09% |
$26.3K - $31.1K
|
5.49K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
58+ 3.67% |
$25.9K - $30.6K
|
1.64K
$851K
|