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 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$96.1K - $106K
|
200
$107K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
197New |
$94.6K - $104K
|
197
$105K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
196+ 2.11% |
$94.2K - $104K
|
9.49K
$5.06M
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
195+ 6.9% |
$93.7K - $103K
|
3.02K
$1.61M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
193+ 2.58% |
$92.7K - $102K
|
7.69K
$4.1M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
193+ 42.23% |
$92.7K - $102K
|
650
$347K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$91.3K - $101K
|
190
$101K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
189+ 6.58% |
$90.8K - $100K
|
3.06K
$1.63M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 15.44% |
$90.8K - $100K
|
1.41K
$754K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
189+ 119.62% |
$90.8K - $100K
|
347
$185K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
187+ 91.22% |
$89.8K - $99K
|
392
$209K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
187+ 19.38% |
$89.8K - $99K
|
1.15K
$614K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
186+ 4.06% |
$89.3K - $98.4K
|
4.77K
$2.54M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
185+ 2.06% |
$88.9K - $97.9K
|
9.15K
$4.88M
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
184New |
$88.4K - $97.4K
|
184
$98.1K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183+ 52.29% |
$87.9K - $96.8K
|
533
$284K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
180+ 4.14% |
$86.5K - $95.3K
|
4.53K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
179+ 20.43% |
$86K - $94.7K
|
1.06K
$563K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
177+ 26.54% |
$85K - $93.7K
|
844
$450K
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
175+ 1.58% |
$84.1K - $92.6K
|
11.3K
$6M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
175New |
$84.1K - $92.6K
|
175
$93.3K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 3.78% |
$83.1K - $91.5K
|
4.74K
$2.53M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
172New |
$82.6K - $91K
|
172
$91.7K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
165+ 19.6% |
$79.3K - $87.3K
|
1.01K
$537K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.89% |
$78.8K - $86.8K
|
4.38K
$2.34M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
162+ 14.67% |
$77.8K - $85.7K
|
1.27K
$675K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
160+ 12.62% |
$76.9K - $84.7K
|
1.43K
$762K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
158+ 29.76% |
$75.9K - $83.6K
|
689
$368K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
156New |
$74.9K - $82.6K
|
156
$83.2K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
153+ 5.02% |
$73.5K - $81K
|
3.2K
$1.71M
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
151+ 1.43% |
$72.5K - $79.9K
|
10.7K
$5.72M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
150+ 81.08% |
$72.1K - $79.4K
|
335
$179K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
150+ 3.87% |
$72.1K - $79.4K
|
4.02K
$2.15M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
147+ 5.82% |
$70.6K - $77.8K
|
2.67K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
147+ 25.88% |
$70.6K - $77.8K
|
715
$381K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
147+ 2.22% |
$70.6K - $77.8K
|
6.78K
$3.62M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
145+ 5.56% |
$69.7K - $76.7K
|
2.75K
$1.47M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
144+ 1.87% |
$69.2K - $76.2K
|
7.83K
$4.18M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
144+ 5.67% |
$69.2K - $76.2K
|
2.68K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
144+ 9.01% |
$69.2K - $76.2K
|
1.74K
$929K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$69.2K - $76.2K
|
144
$76.8K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
143+ 4.71% |
$68.7K - $75.7K
|
3.18K
$1.69M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143+ 3.77% |
$68.7K - $75.7K
|
3.93K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
143+ 10.43% |
$68.7K - $75.7K
|
1.51K
$808K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
139New |
$66.8K - $73.6K
|
139
$74.1K
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
137+ 3.82% |
$65.8K - $72.5K
|
3.72K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
137+ 15.22% |
$65.8K - $72.5K
|
1.04K
$553K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 4.31% |
$64.8K - $71.4K
|
3.27K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
134+ 4.34% |
$64.4K - $70.9K
|
3.23K
$1.72M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
132+ 6.32% |
$63.4K - $69.9K
|
2.22K
$1.18M
|