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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35+ 7.34% |
$15.6K - $18.5K
|
512
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35+ 3.48% |
$15.6K - $18.5K
|
1.04K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 1.54% |
$15.6K - $18.5K
|
2.3K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35+ 14.23% |
$15.6K - $18.5K
|
281
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
34+ 19.88% |
$15.2K - $17.9K
|
205
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 94.44% |
$15.2K - $17.9K
|
70
$36.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
33+ 5.02% |
$14.7K - $17.4K
|
691
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
33+ 3.86% |
$14.7K - $17.4K
|
888
$467K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
33+ 4.89% |
$14.7K - $17.4K
|
708
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
33+ 143.48% |
$14.7K - $17.4K
|
56
$29.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32New |
$14.3K - $16.9K
|
32
$16.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
32New |
$14.3K - $16.9K
|
32
$16.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
31+ 5.39% |
$13.8K - $16.3K
|
606
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31+ 1.68% |
$13.8K - $16.3K
|
1.87K
$984K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 3.16% |
$13.8K - $16.3K
|
1.01K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
31+ 0.32% |
$13.8K - $16.3K
|
9.6K
$5.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
30+ 6.11% |
$13.4K - $15.8K
|
521
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.51% |
$13.4K - $15.8K
|
5.95K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30+ 4.53% |
$13.4K - $15.8K
|
692
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 3.2% |
$13.4K - $15.8K
|
967
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30+ 2.16% |
$13.4K - $15.8K
|
1.42K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$15.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$15.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29+ 0.19% |
$12.9K - $15.3K
|
15K
$7.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
29+ 3.6% |
$12.9K - $15.3K
|
834
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
29+ 5.28% |
$12.9K - $15.3K
|
578
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
28+ 3.17% |
$12.5K - $14.8K
|
911
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27+ 77.14% |
$12.1K - $14.2K
|
62
$32.6K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
27+ 2.81% |
$12.1K - $14.2K
|
988
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
27+ 0.48% |
$12.1K - $14.2K
|
5.67K
$2.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.56% |
$11.6K - $13.7K
|
1.04K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.76% |
$11.6K - $13.7K
|
3.45K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 5.01% |
$11.6K - $13.7K
|
545
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26New |
$11.6K - $13.7K
|
26
$13.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25+ 4.2% |
$11.2K - $13.2K
|
620
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
25+ 4.88% |
$11.2K - $13.2K
|
537
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
25+ 6.43% |
$11.2K - $13.2K
|
414
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 1.83% |
$11.2K - $13.2K
|
1.39K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 39.68% |
$11.2K - $13.2K
|
88
$46.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 65.79% |
$11.2K - $13.2K
|
63
$33.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
24+ 3.37% |
$10.7K - $12.7K
|
736
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24+ 1.68% |
$10.7K - $12.7K
|
1.46K
$765K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.6% |
$10.7K - $12.7K
|
153
$80.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
24New |
$10.7K - $12.7K
|
24
$12.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 7.03% |
$10.3K - $12.1K
|
350
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
23+ 2.32% |
$10.3K - $12.1K
|
1.01K
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$9.82K - $11.6K
|
22
$11.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22+ 3.22% |
$9.82K - $11.6K
|
705
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 20.56% |
$9.82K - $11.6K
|
129
$67.8K
|