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 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
43+ 1.37% |
$20.7K - $22.8K
|
3.19K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 1.16% |
$20.7K - $22.8K
|
3.76K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
43+ 7.19% |
$20.7K - $22.8K
|
641
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 5.74% |
$20.2K - $22.2K
|
774
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
42+ 0.58% |
$20.2K - $22.2K
|
7.31K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
42+ 9.27% |
$20.2K - $22.2K
|
495
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42+ 2.55% |
$20.2K - $22.2K
|
1.69K
$888K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$21.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
40+ 0.55% |
$19.2K - $21.2K
|
7.34K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
39+ 0.99% |
$18.7K - $20.6K
|
3.98K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38+ 8.21% |
$18.3K - $20.1K
|
501
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 131.03% |
$18.3K - $20.1K
|
67
$35.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
38+ 3.45% |
$18.3K - $20.1K
|
1.14K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 8.26% |
$17.8K - $19.6K
|
485
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 1.63% |
$17.8K - $19.6K
|
2.3K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
36+ 7.79% |
$17.3K - $19.1K
|
498
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
36+ 0.63% |
$17.3K - $19.1K
|
5.71K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36New |
$17.3K - $19.1K
|
36
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
36+ 0.01% |
$17.3K - $19.1K
|
360K
$189M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.6% |
$16.8K - $18.5K
|
1.38K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$16.8K - $18.5K
|
35
$18.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35+ 7.46% |
$16.8K - $18.5K
|
504
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.27% |
$16.3K - $18K
|
1.53K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
34New |
$16.3K - $18K
|
34
$17.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34+ 1.34% |
$16.3K - $18K
|
2.58K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34+ 7.42% |
$16.3K - $18K
|
492
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
34+ 0.09% |
$16.3K - $18K
|
38.3K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 2.14% |
$15.9K - $17.5K
|
1.58K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.86% |
$15.4K - $16.9K
|
1.15K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.37% |
$15.4K - $16.9K
|
8.68K
$4.56M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
32New |
$15.4K - $16.9K
|
32
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$16.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 620.0% |
$14.9K - $16.4K
|
36
$18.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 5.69% |
$14.9K - $16.4K
|
576
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 1.71% |
$14.4K - $15.9K
|
1.78K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 0.6% |
$14.4K - $15.9K
|
5K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 3.23% |
$14.4K - $15.9K
|
958
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 3.58% |
$13.9K - $15.3K
|
838
$440K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 3.9% |
$13.5K - $14.8K
|
746
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 1.83% |
$13.5K - $14.8K
|
1.56K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 1.05% |
$13.5K - $14.8K
|
2.71K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
27+ 1.15% |
$13K - $14.3K
|
2.38K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27+ 2.36% |
$13K - $14.3K
|
1.17K
$616K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26+ 32.1% |
$12.5K - $13.8K
|
107
$56.2K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
26+ 1.73% |
$12.5K - $13.8K
|
1.53K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.52% |
$12.5K - $13.8K
|
5.03K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
26+ 5.69% |
$12.5K - $13.8K
|
483
$254K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
26+ 2.04% |
$12.5K - $13.8K
|
1.3K
$683K
|