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
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 1.6% |
$28.6K - $33.8K
|
4.07K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 1240.0% |
$27.7K - $32.7K
|
67
$35.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 11.72% |
$27.7K - $32.7K
|
591
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
61+ 11.55% |
$27.2K - $32.2K
|
589
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 11.95% |
$26.8K - $31.6K
|
562
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59+ 0.79% |
$26.3K - $31.1K
|
7.49K
$3.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$26.3K - $31.1K
|
59
$31K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
59+ 1.09% |
$26.3K - $31.1K
|
5.49K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
58+ 3.67% |
$25.9K - $30.6K
|
1.64K
$862K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58+ 0.8% |
$25.9K - $30.6K
|
7.27K
$3.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.39% |
$25.4K - $30.1K
|
4.17K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
57+ 0.22% |
$25.4K - $30.1K
|
25.7K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
56+ 7.48% |
$25K - $29.5K
|
805
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 0.49% |
$25K - $29.5K
|
11.5K
$6.06M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
56New |
$25K - $29.5K
|
56
$29.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55+ 3.7% |
$24.5K - $29K
|
1.54K
$810K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 2.59% |
$24.5K - $29K
|
2.18K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
55+ 0.87% |
$24.5K - $29K
|
6.41K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
54+ 9.29% |
$24.1K - $28.5K
|
635
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 6.09% |
$23.7K - $28K
|
923
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$23.7K - $28K
|
53
$27.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 7.7% |
$23.2K - $27.4K
|
727
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
51+ 10.49% |
$22.8K - $26.9K
|
537
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
51+ 2.39% |
$22.8K - $26.9K
|
2.19K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
50+ 6.03% |
$22.3K - $26.4K
|
879
$462K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
47+ 8.74% |
$21K - $24.8K
|
585
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
46+ 7.34% |
$20.5K - $24.3K
|
673
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
45+ 6.5% |
$20.1K - $23.7K
|
737
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
45+ 4.13% |
$20.1K - $23.7K
|
1.13K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
44+ 0.99% |
$19.6K - $23.2K
|
4.48K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 0.23% |
$19.6K - $23.2K
|
19.2K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.57% |
$19.2K - $22.7K
|
7.54K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
43+ 3.5% |
$19.2K - $22.7K
|
1.27K
$667K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 36.21% |
$18.7K - $22.1K
|
158
$83K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 5.28% |
$18.7K - $22.1K
|
838
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
42+ 2.47% |
$18.7K - $22.1K
|
1.74K
$914K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
42+ 0.8% |
$18.7K - $22.1K
|
5.3K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
42+ 3.52% |
$18.7K - $22.1K
|
1.24K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
42New |
$18.7K - $22.1K
|
42
$22.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 3.72% |
$18.3K - $21.6K
|
1.14K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
41+ 1.16% |
$18.3K - $21.6K
|
3.59K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
41+ 6.3% |
$18.3K - $21.6K
|
692
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 5.58% |
$17.9K - $21.1K
|
757
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
40+ 2.66% |
$17.9K - $21.1K
|
1.54K
$811K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
39+ 1.21% |
$17.4K - $20.6K
|
3.27K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
37+ 0.81% |
$16.5K - $19.5K
|
4.58K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
37+ 21.39% |
$16.5K - $19.5K
|
210
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 1.1% |
$16.5K - $19.5K
|
3.39K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
36New |
$16.1K - $19K
|
36
$18.9K
|