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 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
69+ 10.82% |
$33.1K - $36.5K
|
707
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 6.63% |
$33.1K - $36.5K
|
1.11K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
69+ 9.01% |
$33.1K - $36.5K
|
835
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
68+ 0.47% |
$32.7K - $36K
|
14.7K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
67+ 10.01% |
$32.2K - $35.5K
|
736
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66+ 16.06% |
$31.7K - $34.9K
|
477
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
66+ 8.96% |
$31.7K - $34.9K
|
803
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66+ 4.68% |
$31.7K - $34.9K
|
1.48K
$775K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
65+ 1.74% |
$31.2K - $34.4K
|
3.81K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
65+ 3.02% |
$31.2K - $34.4K
|
2.22K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
63+ 6.01% |
$30.3K - $33.3K
|
1.11K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 700.0% |
$30.3K - $33.3K
|
72
$37.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
63New |
$30.3K - $33.3K
|
63
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 13.67% |
$30.3K - $33.3K
|
524
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 2.93% |
$29.8K - $32.8K
|
2.18K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
62+ 3.64% |
$29.8K - $32.8K
|
1.77K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
62+ 4.42% |
$29.8K - $32.8K
|
1.47K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
62+ 8.96% |
$29.8K - $32.8K
|
754
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
62+ 1.61% |
$29.8K - $32.8K
|
3.92K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
62+ 0.66% |
$29.8K - $32.8K
|
9.42K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
61+ 1.77% |
$29.3K - $32.3K
|
3.51K
$1.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61+ 10.32% |
$29.3K - $32.3K
|
652
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
60New |
$28.8K - $31.8K
|
60
$31.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58+ 5.61% |
$27.9K - $30.7K
|
1.09K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
57+ 7.54% |
$27.4K - $30.2K
|
813
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
56+ 7.75% |
$26.9K - $29.6K
|
779
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
55+ 0.15% |
$26.4K - $29.1K
|
37.3K
$19.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
55+ 2.77% |
$26.4K - $29.1K
|
2.04K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
55+ 11.55% |
$26.4K - $29.1K
|
531
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
54New |
$25.9K - $28.6K
|
54
$28.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
53+ 0.22% |
$25.5K - $28K
|
24.2K
$12.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
53+ 7.29% |
$25.5K - $28K
|
780
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
52+ 3.87% |
$25K - $27.5K
|
1.4K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
52+ 2.58% |
$25K - $27.5K
|
2.07K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
51+ 10.0% |
$24.5K - $27K
|
561
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
51+ 2.95% |
$24.5K - $27K
|
1.78K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 9.92% |
$24K - $26.5K
|
554
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 4.09% |
$24K - $26.5K
|
1.27K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
50+ 8.61% |
$24K - $26.5K
|
631
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
50+ 0.4% |
$24K - $26.5K
|
12.7K
$6.65M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
50+ 1.02% |
$24K - $26.5K
|
4.95K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.02% |
$24K - $26.5K
|
205K
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$24K - $26.5K
|
50
$26.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
49+ 0.43% |
$23.5K - $25.9K
|
11.5K
$6.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 4.83% |
$23.1K - $25.4K
|
1.04K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
48+ 1.05% |
$23.1K - $25.4K
|
4.62K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
48+ 0.42% |
$23.1K - $25.4K
|
11.4K
$5.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
48New |
$23.1K - $25.4K
|
48
$25.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
45+ 2.71% |
$21.6K - $23.8K
|
1.71K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.35% |
$20.7K - $22.8K
|
3.22K
$1.69M
|