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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
329+ 33.74% |
$158K - $174K
|
1.3K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
328+ 25.27% |
$158K - $174K
|
1.63K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
319+ 7.87% |
$153K - $169K
|
4.37K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
316+ 22.35% |
$152K - $167K
|
1.73K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
315+ 14.58% |
$151K - $167K
|
2.48K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
311+ 6.67% |
$149K - $165K
|
4.97K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
307+ 2.49% |
$147K - $162K
|
12.6K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
305+ 2.21% |
$147K - $161K
|
14.1K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
302+ 13.14% |
$145K - $160K
|
2.6K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300New |
$144K - $159K
|
300
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.23% |
$144K - $159K
|
13.7K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
300+ 6.31% |
$144K - $159K
|
5.05K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
288+ 238.02% |
$138K - $152K
|
409
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
286+ 46.89% |
$137K - $151K
|
896
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
285New |
$137K - $151K
|
285
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
283+ 0.65% |
$136K - $150K
|
43.6K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
281+ 5.6% |
$135K - $149K
|
5.3K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
279+ 5.0% |
$134K - $148K
|
5.86K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
274+ 2.07% |
$132K - $145K
|
13.5K
$7.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
273+ 13.72% |
$131K - $144K
|
2.26K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
271+ 4.96% |
$130K - $143K
|
5.74K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
263+ 0.27% |
$126K - $139K
|
98.4K
$52.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
262+ 0.55% |
$126K - $139K
|
47.9K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
256+ 3.3% |
$123K - $135K
|
8.02K
$4.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
252+ 2.24% |
$121K - $133K
|
11.5K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
251+ 21.98% |
$121K - $133K
|
1.39K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
241+ 8.24% |
$116K - $128K
|
3.17K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
241+ 23.0% |
$116K - $128K
|
1.29K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
239+ 60.35% |
$115K - $126K
|
635
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
238+ 6.0% |
$114K - $126K
|
4.21K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
238+ 0.65% |
$114K - $126K
|
37.1K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
236+ 15.28% |
$113K - $125K
|
1.78K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
233+ 29.72% |
$112K - $123K
|
1.02K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
232New |
$111K - $123K
|
232
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
232+ 4.52% |
$111K - $123K
|
5.37K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
229+ 11.01% |
$110K - $121K
|
2.31K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
225+ 2.2% |
$108K - $119K
|
10.5K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
225+ 37.82% |
$108K - $119K
|
820
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
220+ 2.57% |
$106K - $116K
|
8.79K
$4.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
212+ 6.95% |
$102K - $112K
|
3.26K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
211New |
$101K - $112K
|
211
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
210+ 4.45% |
$101K - $111K
|
4.93K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
206+ 34.45% |
$99K - $109K
|
804
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
206+ 2.79% |
$99K - $109K
|
7.6K
$4.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
204+ 19.37% |
$98K - $108K
|
1.26K
$670K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
204New |
$98K - $108K
|
204
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 12.51% |
$96.6K - $106K
|
1.81K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
200+ 34.9% |
$96.1K - $106K
|
773
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
200New |
$96.1K - $106K
|
200
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.39% |
$96.1K - $106K
|
52K
$27.7M
|