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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
406New |
$195K - $215K
|
406
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
405New |
$195K - $214K
|
405
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
403New |
$194K - $213K
|
403
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 0.71% |
$193K - $212K
|
57K
$30M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$192K - $212K
|
400
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
400New |
$192K - $212K
|
400
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
393+ 0.69% |
$189K - $208K
|
57.3K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
391+ 0.75% |
$188K - $207K
|
52.8K
$27.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
390+ 5.17% |
$187K - $206K
|
7.93K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
388+ 1.29% |
$186K - $205K
|
30.4K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
377+ 203.78% |
$181K - $199K
|
562
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
368+ 0.67% |
$177K - $195K
|
55.4K
$29.1M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
368New |
$177K - $195K
|
368
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
BUY
|
- |
365+ 7.02% |
$175K - $193K
|
5.57K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
363+ 15.98% |
$174K - $192K
|
2.64K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
362New |
$174K - $192K
|
362
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
362+ 18.62% |
$174K - $192K
|
2.31K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
360+ 5.39% |
$173K - $191K
|
7.04K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
358+ 2.03% |
$172K - $189K
|
18K
$9.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
356+ 14.22% |
$171K - $188K
|
2.86K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
354+ 46.58% |
$170K - $187K
|
1.11K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
352+ 8.85% |
$169K - $186K
|
4.33K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
337New |
$162K - $178K
|
337
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
332+ 7.93% |
$159K - $176K
|
4.52K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
330+ 15.65% |
$159K - $175K
|
2.44K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
329+ 33.74% |
$158K - $174K
|
1.3K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
328+ 25.27% |
$158K - $174K
|
1.63K
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
319+ 7.87% |
$153K - $169K
|
4.37K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
316+ 22.35% |
$152K - $167K
|
1.73K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
315+ 14.58% |
$151K - $167K
|
2.48K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
311+ 6.67% |
$149K - $165K
|
4.97K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
307+ 2.49% |
$147K - $162K
|
12.6K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
305+ 2.21% |
$147K - $161K
|
14.1K
$7.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
302+ 13.14% |
$145K - $160K
|
2.6K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300New |
$144K - $159K
|
300
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.23% |
$144K - $159K
|
13.7K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
300+ 6.31% |
$144K - $159K
|
5.05K
$2.65M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
299New |
$144K - $158K
|
299
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
288+ 238.02% |
$138K - $152K
|
409
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
286+ 46.89% |
$137K - $151K
|
896
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
285New |
$137K - $151K
|
285
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
283+ 0.65% |
$136K - $150K
|
43.6K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
281+ 5.6% |
$135K - $149K
|
5.3K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
279+ 5.0% |
$134K - $148K
|
5.86K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
274+ 2.07% |
$132K - $145K
|
13.5K
$7.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
273+ 13.72% |
$131K - $144K
|
2.26K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
271+ 4.96% |
$130K - $143K
|
5.74K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
263+ 0.27% |
$126K - $139K
|
98.4K
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
262+ 0.55% |
$126K - $139K
|
47.9K
$25.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
256+ 3.3% |
$123K - $135K
|
8.02K
$4.21M
|