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
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 403.7% |
$52.4K - $57.7K
|
136
$71.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
107+ 8.65% |
$51.4K - $56.6K
|
1.34K
$706K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
105+ 24.88% |
$50.4K - $55.6K
|
527
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105+ 7.06% |
$50.4K - $55.6K
|
1.59K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
101+ 17.47% |
$48.5K - $53.4K
|
679
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 13.76% |
$48K - $52.9K
|
827
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
99+ 5.13% |
$47.6K - $52.4K
|
2.03K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 21.73% |
$47.1K - $51.9K
|
549
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
98New |
$47.1K - $51.9K
|
98
$51.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 24.37% |
$46.1K - $50.8K
|
490
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
94New |
$45.2K - $49.7K
|
94
$49.4K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
94+ 3.73% |
$45.2K - $49.7K
|
2.61K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
93+ 0.73% |
$44.7K - $49.2K
|
12.8K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
93+ 0.32% |
$44.7K - $49.2K
|
29.3K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 0.11% |
$44.2K - $48.7K
|
80.8K
$42.4M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
92+ 1.45% |
$44.2K - $48.7K
|
6.43K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
91+ 7.97% |
$43.7K - $48.2K
|
1.23K
$648K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
90+ 0.52% |
$43.2K - $47.6K
|
17.5K
$9.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 6.69% |
$43.2K - $47.6K
|
1.44K
$754K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
90+ 0.41% |
$43.2K - $47.6K
|
21.8K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
89+ 1.3% |
$42.8K - $47.1K
|
6.95K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
88+ 6.61% |
$42.3K - $46.6K
|
1.42K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
88+ 5.02% |
$42.3K - $46.6K
|
1.84K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
87+ 4.6% |
$41.8K - $46K
|
1.98K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
87+ 0.29% |
$41.8K - $46K
|
29.9K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 3.76% |
$41.8K - $46K
|
2.4K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
87New |
$41.8K - $46K
|
87
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86+ 1.22% |
$41.3K - $45.5K
|
7.15K
$3.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.1% |
$40.8K - $45K
|
84.5K
$44.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
84+ 8.8% |
$40.4K - $44.5K
|
1.04K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
83New |
$39.9K - $43.9K
|
83
$43.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
83+ 57.64% |
$39.9K - $43.9K
|
227
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
82+ 14.72% |
$39.4K - $43.4K
|
639
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
81New |
$38.9K - $42.9K
|
81
$42.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 2.44% |
$38.4K - $42.3K
|
3.36K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 1.81% |
$37.9K - $41.8K
|
4.44K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 6.4% |
$37.9K - $41.8K
|
1.31K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
78+ 11.59% |
$37.5K - $41.3K
|
751
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
78+ 1.47% |
$37.5K - $41.3K
|
5.38K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
78+ 0.82% |
$37.5K - $41.3K
|
9.54K
$5.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
77+ 0.36% |
$37K - $40.7K
|
21.2K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
77+ 9.41% |
$37K - $40.7K
|
895
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
76+ 4.77% |
$36.5K - $40.2K
|
1.67K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75+ 3.02% |
$36K - $39.7K
|
2.56K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
75+ 6.61% |
$36K - $39.7K
|
1.21K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
74+ 5.44% |
$35.5K - $39.2K
|
1.43K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
74+ 13.14% |
$35.5K - $39.2K
|
637
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
73+ 13.59% |
$35.1K - $38.6K
|
610
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.05% |
$35.1K - $38.6K
|
7.03K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
70+ 14.52% |
$33.6K - $37K
|
552
$290K
|