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 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
556+ 6.86% |
$248K - $293K
|
8.66K
$4.36M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
554New |
$247K - $292K
|
554
$279K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
553New |
$247K - $292K
|
553
$278K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
552New |
$246K - $291K
|
552
$278K
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
550New |
$245K - $290K
|
550
$277K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
533+ 0.95% |
$238K - $281K
|
56.6K
$28.5M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
533+ 6.05% |
$238K - $281K
|
9.35K
$4.7M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
531New |
$237K - $280K
|
531
$267K
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
529New |
$236K - $279K
|
529
$266K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
521New |
$233K - $275K
|
521
$262K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
518+ 20.6% |
$231K - $273K
|
3.03K
$1.53M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
510New |
$228K - $269K
|
510
$257K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
509New |
$227K - $268K
|
509
$256K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
508+ 0.49% |
$227K - $268K
|
103K
$51.9M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
507+ 19.8% |
$226K - $267K
|
3.07K
$1.54M
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
503New |
$224K - $265K
|
503
$253K
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
500New |
$223K - $264K
|
500
$252K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
497New |
$222K - $262K
|
497
$250K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
492+ 41.1% |
$220K - $259K
|
1.69K
$850K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
492New |
$220K - $259K
|
492
$248K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
492+ 8.16% |
$220K - $259K
|
6.52K
$3.28M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
490+ 53.26% |
$219K - $258K
|
1.41K
$709K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
484+ 7.0% |
$216K - $255K
|
7.4K
$3.72M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
482New |
$215K - $254K
|
482
$243K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
475New |
$212K - $251K
|
475
$239K
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
474+ 2.44% |
$212K - $250K
|
19.9K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
470New |
$210K - $248K
|
470
$236K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
469New |
$209K - $247K
|
469
$236K
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
467+ 6.2% |
$208K - $246K
|
8K
$4.02M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
466New |
$208K - $246K
|
466
$234K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
463New |
$207K - $244K
|
463
$233K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
458+ 13.46% |
$204K - $242K
|
3.86K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
456New |
$204K - $240K
|
456
$229K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
454+ 72.52% |
$203K - $239K
|
1.08K
$543K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
454+ 20.14% |
$203K - $239K
|
2.71K
$1.36M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
451New |
$201K - $238K
|
451
$227K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
450+ 8.23% |
$201K - $237K
|
5.92K
$2.98M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
448New |
$200K - $236K
|
448
$225K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
448New |
$200K - $236K
|
448
$225K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
447+ 21.28% |
$200K - $236K
|
2.55K
$1.28M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
447New |
$200K - $236K
|
447
$225K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
446New |
$199K - $235K
|
446
$224K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
445New |
$199K - $235K
|
445
$224K
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
443New |
$198K - $234K
|
443
$223K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
441New |
$197K - $233K
|
441
$222K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
441New |
$197K - $233K
|
441
$222K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
440+ 5500.0% |
$196K - $232K
|
448
$225K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
440New |
$196K - $232K
|
440
$221K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
440+ 0.52% |
$196K - $232K
|
84.4K
$42.5M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
437New |
$195K - $230K
|
437
$220K
|