Purchases and Sales Made in Q4 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
459+ 0.55% |
$220K - $243K
|
84.3K
$45M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
458New |
$220K - $242K
|
458
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
458New |
$220K - $242K
|
458
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
450+ 28.3% |
$216K - $238K
|
2.04K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
446+ 29.63% |
$214K - $236K
|
1.95K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
445New |
$214K - $235K
|
445
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
444New |
$213K - $235K
|
444
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
443New |
$213K - $234K
|
443
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
440New |
$211K - $233K
|
440
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
440+ 19.47% |
$211K - $233K
|
2.7K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
433+ 19.43% |
$208K - $229K
|
2.66K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
431+ 14.05% |
$207K - $228K
|
3.5K
$1.87M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
429+ 5.02% |
$206K - $227K
|
8.97K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
428New |
$206K - $226K
|
428
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
426+ 4.63% |
$205K - $225K
|
9.63K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
425+ 12.9% |
$204K - $225K
|
3.72K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
425New |
$204K - $225K
|
425
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
424+ 4.82% |
$204K - $224K
|
9.23K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
424New |
$204K - $224K
|
424
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
420+ 35.15% |
$202K - $222K
|
1.62K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
414New |
$199K - $219K
|
414
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
412New |
$198K - $218K
|
412
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
411+ 12.92% |
$197K - $217K
|
3.59K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
408New |
$196K - $216K
|
408
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
407New |
$196K - $215K
|
407
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
406+ 0.3% |
$195K - $215K
|
138K
$73.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
406New |
$195K - $215K
|
406
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
405New |
$195K - $214K
|
405
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
403New |
$194K - $213K
|
403
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 0.71% |
$193K - $212K
|
57K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$192K - $212K
|
400
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
400New |
$192K - $212K
|
400
$213K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
393+ 0.69% |
$189K - $208K
|
57.3K
$30.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
391+ 0.75% |
$188K - $207K
|
52.8K
$28.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
390+ 5.17% |
$187K - $206K
|
7.93K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
388+ 1.29% |
$186K - $205K
|
30.4K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
377+ 203.78% |
$181K - $199K
|
562
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
368+ 0.67% |
$177K - $195K
|
55.4K
$29.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
BUY
|
- |
365+ 7.02% |
$175K - $193K
|
5.57K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
363+ 15.98% |
$174K - $192K
|
2.64K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
362New |
$174K - $192K
|
362
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
362+ 18.62% |
$174K - $192K
|
2.31K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
360+ 5.39% |
$173K - $191K
|
7.04K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
358+ 2.03% |
$172K - $189K
|
18K
$9.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
356+ 14.22% |
$171K - $188K
|
2.86K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
354+ 46.58% |
$170K - $187K
|
1.11K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
352+ 8.85% |
$169K - $186K
|
4.33K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
337New |
$162K - $178K
|
337
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
332+ 7.93% |
$159K - $176K
|
4.52K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
330+ 15.65% |
$159K - $175K
|
2.44K
$1.3M
|