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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-307- 10.82% |
$137K - $162K
|
2.53K
$1.33M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-313- 4.89% |
$140K - $165K
|
6.09K
$3.2M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-313- 17.96% |
$140K - $165K
|
1.43K
$751K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-334- 79.9% |
$149K - $176K
|
84
$44.1K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-336- 12.73% |
$150K - $177K
|
2.3K
$1.21M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-340- 1.66% |
$152K - $179K
|
20.2K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-340- 6.34% |
$152K - $179K
|
5.02K
$2.64M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-341- 0.53% |
$152K - $180K
|
64.1K
$33.7M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-346- 14.62% |
$154K - $182K
|
2.02K
$1.06M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-348- 6.0% |
$155K - $184K
|
5.45K
$2.86M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-350- 14.89% |
$156K - $185K
|
2K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-356- 41.88% |
$159K - $188K
|
494
$260K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-357- 0.3% |
$159K - $188K
|
118K
$61.8M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-360- 3.56% |
$161K - $190K
|
9.74K
$5.12M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-366- 0.15% |
$163K - $193K
|
246K
$129M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-383- 44.38% |
$171K - $202K
|
480
$252K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-383- 2.07% |
$171K - $202K
|
18.1K
$9.5M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-383- 0.52% |
$171K - $202K
|
73.2K
$38.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-392- 2.5% |
$175K - $207K
|
15.3K
$8.05M
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-400- 4.92% |
$179K - $211K
|
7.73K
$4.06M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-411- 43.04% |
$183K - $217K
|
544
$286K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-412- 4.99% |
$184K - $217K
|
7.84K
$4.12M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-415- 7.42% |
$185K - $219K
|
5.18K
$2.72M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-425- 9.97% |
$190K - $224K
|
3.84K
$2.02M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-425- 4.1% |
$190K - $224K
|
9.94K
$5.22M
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-427- 13.45% |
$191K - $225K
|
2.75K
$1.44M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-429- 11.56% |
$191K - $226K
|
3.28K
$1.72M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-432- 1.55% |
$193K - $228K
|
27.4K
$14.4M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-434- 2.27% |
$194K - $229K
|
18.7K
$9.81M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-436- 6.43% |
$195K - $230K
|
6.34K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-436- 1.0% |
$195K - $230K
|
43.3K
$22.8M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-437- 2.45% |
$195K - $230K
|
17.4K
$9.16M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-437- 23.46% |
$195K - $230K
|
1.43K
$749K
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-439- 13.16% |
$196K - $232K
|
2.9K
$1.52M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-453- 0.37% |
$202K - $239K
|
121K
$63.8M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-465- 5.65% |
$208K - $245K
|
7.76K
$4.08M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-471- 41.39% |
$210K - $248K
|
667
$350K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-471- 4.39% |
$210K - $248K
|
10.3K
$5.39M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-476- 1.56% |
$212K - $251K
|
30K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-482- 27.51% |
$215K - $254K
|
1.27K
$667K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-482- 99.18% |
$215K - $254K
|
4
$2.1K
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-484- 29.21% |
$216K - $255K
|
1.17K
$616K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-491- 23.15% |
$219K - $259K
|
1.63K
$856K
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 15.34% |
$221K - $261K
|
2.73K
$1.43M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-497- 2.3% |
$222K - $262K
|
21.1K
$11.1M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.57% |
$223K - $264K
|
87.2K
$45.8M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-502- 20.18% |
$224K - $265K
|
1.99K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-507- 2.12% |
$226K - $267K
|
23.4K
$12.3M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-512- 5.28% |
$229K - $270K
|
9.19K
$4.83M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-518- 4.96% |
$231K - $273K
|
9.93K
$5.22M
|