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 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
52+ 3.87% |
$25K - $27.5K
|
1.4K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
52+ 2.58% |
$25K - $27.5K
|
2.07K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
51+ 10.0% |
$24.5K - $27K
|
561
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
51+ 2.95% |
$24.5K - $27K
|
1.78K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 9.92% |
$24K - $26.5K
|
554
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 4.09% |
$24K - $26.5K
|
1.27K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
50+ 8.61% |
$24K - $26.5K
|
631
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
50+ 0.4% |
$24K - $26.5K
|
12.7K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
50+ 1.02% |
$24K - $26.5K
|
4.95K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.02% |
$24K - $26.5K
|
205K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$24K - $26.5K
|
50
$26.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
49+ 0.43% |
$23.5K - $25.9K
|
11.5K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 4.83% |
$23.1K - $25.4K
|
1.04K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
48+ 1.05% |
$23.1K - $25.4K
|
4.62K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
48+ 0.42% |
$23.1K - $25.4K
|
11.4K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
48New |
$23.1K - $25.4K
|
48
$25.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
45+ 2.71% |
$21.6K - $23.8K
|
1.71K
$911K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.35% |
$20.7K - $22.8K
|
3.22K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
43+ 1.37% |
$20.7K - $22.8K
|
3.19K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 1.16% |
$20.7K - $22.8K
|
3.76K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
43+ 7.19% |
$20.7K - $22.8K
|
641
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 5.74% |
$20.2K - $22.2K
|
774
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
42+ 0.58% |
$20.2K - $22.2K
|
7.31K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
42+ 9.27% |
$20.2K - $22.2K
|
495
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42+ 2.55% |
$20.2K - $22.2K
|
1.69K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
40+ 0.55% |
$19.2K - $21.2K
|
7.34K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
39+ 0.99% |
$18.7K - $20.6K
|
3.98K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38+ 8.21% |
$18.3K - $20.1K
|
501
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 131.03% |
$18.3K - $20.1K
|
67
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
38+ 3.45% |
$18.3K - $20.1K
|
1.14K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 8.26% |
$17.8K - $19.6K
|
485
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 1.63% |
$17.8K - $19.6K
|
2.3K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
36+ 7.79% |
$17.3K - $19.1K
|
498
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
36+ 0.63% |
$17.3K - $19.1K
|
5.71K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36New |
$17.3K - $19.1K
|
36
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
36+ 0.01% |
$17.3K - $19.1K
|
360K
$192M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.6% |
$16.8K - $18.5K
|
1.38K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$16.8K - $18.5K
|
35
$18.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.27% |
$16.3K - $18K
|
1.53K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
34New |
$16.3K - $18K
|
34
$18.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34+ 1.34% |
$16.3K - $18K
|
2.58K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34+ 7.42% |
$16.3K - $18K
|
492
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
34+ 0.09% |
$16.3K - $18K
|
38.3K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 2.14% |
$15.9K - $17.5K
|
1.58K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.86% |
$15.4K - $16.9K
|
1.15K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.37% |
$15.4K - $16.9K
|
8.68K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$16.5K
|