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 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
131+ 29.77% |
$62.9K - $69.3K
|
571
$305K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 6.76% |
$62K - $68.3K
|
2.04K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
128+ 1.42% |
$61.5K - $67.7K
|
9.11K
$4.86M
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
127+ 94.78% |
$61K - $67.2K
|
261
$139K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 44.64% |
$60K - $66.1K
|
405
$216K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 30.05% |
$60K - $66.1K
|
541
$289K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
125+ 3.84% |
$60K - $66.1K
|
3.38K
$1.8M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 0.91% |
$58.6K - $64.6K
|
13.5K
$7.2M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
121+ 6.82% |
$58.1K - $64K
|
1.9K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
119+ 15.58% |
$57.2K - $63K
|
883
$471K
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
119+ 1.58% |
$57.2K - $63K
|
7.63K
$4.07M
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
119+ 3.31% |
$57.2K - $63K
|
3.71K
$1.98M
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
118+ 14.6% |
$56.7K - $62.4K
|
926
$494K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
117+ 20.14% |
$56.2K - $61.9K
|
698
$372K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
117+ 22.46% |
$56.2K - $61.9K
|
638
$340K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 5.99% |
$56.2K - $61.9K
|
2.07K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
116+ 17.79% |
$55.7K - $61.4K
|
768
$410K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
114+ 4.18% |
$54.8K - $60.3K
|
2.84K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
110+ 3.07% |
$52.8K - $58.2K
|
3.69K
$1.97M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
110+ 22.27% |
$52.8K - $58.2K
|
604
$322K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.86% |
$52.8K - $58.2K
|
6.03K
$3.22M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 403.7% |
$52.4K - $57.7K
|
136
$72.5K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
107+ 8.65% |
$51.4K - $56.6K
|
1.34K
$717K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
105+ 24.88% |
$50.4K - $55.6K
|
527
$281K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105+ 7.06% |
$50.4K - $55.6K
|
1.59K
$850K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
101+ 17.47% |
$48.5K - $53.4K
|
679
$362K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 13.76% |
$48K - $52.9K
|
827
$441K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
99+ 5.13% |
$47.6K - $52.4K
|
2.03K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 21.73% |
$47.1K - $51.9K
|
549
$293K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
98New |
$47.1K - $51.9K
|
98
$52.3K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 24.37% |
$46.1K - $50.8K
|
490
$261K
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
94New |
$45.2K - $49.7K
|
94
$50.1K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
94+ 3.73% |
$45.2K - $49.7K
|
2.61K
$1.39M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
93+ 0.73% |
$44.7K - $49.2K
|
12.8K
$6.85M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
93+ 0.32% |
$44.7K - $49.2K
|
29.3K
$15.6M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 0.11% |
$44.2K - $48.7K
|
80.8K
$43.1M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
92+ 1.45% |
$44.2K - $48.7K
|
6.43K
$3.43M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
91+ 7.97% |
$43.7K - $48.2K
|
1.23K
$658K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
90+ 0.52% |
$43.2K - $47.6K
|
17.5K
$9.31M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 6.69% |
$43.2K - $47.6K
|
1.44K
$765K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
90+ 0.41% |
$43.2K - $47.6K
|
21.8K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
89+ 1.3% |
$42.8K - $47.1K
|
6.95K
$3.71M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
88+ 6.61% |
$42.3K - $46.6K
|
1.42K
$757K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
88+ 5.02% |
$42.3K - $46.6K
|
1.84K
$981K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
87+ 4.6% |
$41.8K - $46K
|
1.98K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
87+ 0.29% |
$41.8K - $46K
|
29.9K
$15.9M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 3.76% |
$41.8K - $46K
|
2.4K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
87New |
$41.8K - $46K
|
87
$46.4K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86+ 1.22% |
$41.3K - $45.5K
|
7.15K
$3.81M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.1% |
$40.8K - $45K
|
84.5K
$45.1M
|