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 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-23- 30.26% |
$10.3K - $12.1K
|
53
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 11.44% |
$10.3K - $12.1K
|
178
$92.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 3.73% |
$10.3K - $12.1K
|
593
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-23- 1.63% |
$10.3K - $12.1K
|
1.39K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-23- 1.46% |
$10.3K - $12.1K
|
1.56K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-25- 0.23% |
$11.2K - $13.2K
|
10.7K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.5% |
$11.2K - $13.2K
|
4.97K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-25- 0.12% |
$11.2K - $13.2K
|
21.3K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-26- 5.22% |
$11.6K - $13.7K
|
472
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-26- 0.34% |
$11.6K - $13.7K
|
7.51K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26- 4.17% |
$11.6K - $13.7K
|
598
$310K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26- 21.14% |
$11.6K - $13.7K
|
97
$50.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 1.1% |
$12.1K - $14.2K
|
2.44K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-27- 2.51% |
$12.1K - $14.2K
|
1.05K
$543K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-27- 3.23% |
$12.1K - $14.2K
|
809
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-27- 2.69% |
$12.1K - $14.2K
|
976
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 2.66% |
$12.1K - $14.2K
|
988
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-27- 4.14% |
$12.1K - $14.2K
|
625
$324K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-27- 4.14% |
$12.1K - $14.2K
|
625
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-28- 0.19% |
$12.5K - $14.8K
|
14.7K
$7.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-28- 5.08% |
$12.5K - $14.8K
|
523
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28- 1.09% |
$12.5K - $14.8K
|
2.54K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 1.68% |
$13.4K - $15.8K
|
1.76K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-30- 1.46% |
$13.4K - $15.8K
|
2.03K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-30- 5.4% |
$13.4K - $15.8K
|
526
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 4.7% |
$13.4K - $15.8K
|
608
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-30- 2.61% |
$13.4K - $15.8K
|
1.12K
$579K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-31- 1.01% |
$13.8K - $16.3K
|
3.05K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-31- 3.58% |
$13.8K - $16.3K
|
834
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-31- 2.15% |
$13.8K - $16.3K
|
1.41K
$731K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-32- 1.81% |
$14.3K - $16.9K
|
1.73K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-32- 4.58% |
$14.3K - $16.9K
|
666
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-32- 1.82% |
$14.3K - $16.9K
|
1.73K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-32- 0.43% |
$14.3K - $16.9K
|
7.45K
$3.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-33- 0.43% |
$14.7K - $17.4K
|
7.69K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-33- 3.26% |
$14.7K - $17.4K
|
978
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-33- 2.14% |
$14.7K - $17.4K
|
1.51K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34- 1.81% |
$15.2K - $17.9K
|
1.85K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-34- 0.69% |
$15.2K - $17.9K
|
4.9K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-35- 2.44% |
$15.6K - $18.5K
|
1.4K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 87.5% |
$15.6K - $18.5K
|
5
$2.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-35- 0.58% |
$15.6K - $18.5K
|
6.01K
$3.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-36- 1.16% |
$16.1K - $19K
|
3.06K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 2.07% |
$16.1K - $19K
|
1.7K
$882K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36- 15.65% |
$16.1K - $19K
|
194
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-36- 0.91% |
$16.1K - $19K
|
3.94K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-36- 0.54% |
$16.1K - $19K
|
6.64K
$3.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37- 7.13% |
$16.5K - $19.5K
|
482
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-37- 3.25% |
$16.5K - $19.5K
|
1.1K
$570K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-38- 3.87% |
$17K - $20K
|
944
$489K
|