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 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
25+ 1.05% |
$12K - $13.2K
|
2.4K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 20.83% |
$12K - $13.2K
|
145
$76.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$12K - $13.2K
|
5.57K
$2.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 10.04% |
$11.5K - $12.7K
|
263
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 4.78% |
$11.5K - $12.7K
|
526
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
23+ 4.52% |
$11K - $12.2K
|
532
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.63% |
$11K - $12.2K
|
1.43K
$751K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
23+ 4.41% |
$11K - $12.2K
|
545
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 2.88% |
$11K - $12.2K
|
822
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 25.58% |
$10.6K - $11.6K
|
108
$56.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22New |
$10.6K - $11.6K
|
22
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22+ 3.99% |
$10.6K - $11.6K
|
574
$302K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
22+ 0.38% |
$10.6K - $11.6K
|
5.76K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.97% |
$9.61K - $10.6K
|
1.03K
$543K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 3.06% |
$9.61K - $10.6K
|
674
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 2.0% |
$9.13K - $10.1K
|
969
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.31% |
$9.13K - $10.1K
|
1.47K
$773K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$9.13K - $10.1K
|
19
$9.98K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.77% |
$8.65K - $9.53K
|
1.04K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18+ 1.79% |
$8.65K - $9.53K
|
1.02K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 1.05% |
$8.65K - $9.53K
|
1.74K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
17+ 2.89% |
$8.17K - $9K
|
606
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 1.14% |
$8.17K - $9K
|
1.51K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$8.17K - $9K
|
17
$8.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 1.37% |
$8.17K - $9K
|
1.26K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.63% |
$8.17K - $9K
|
2.72K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 1.35% |
$7.69K - $8.47K
|
1.2K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 0.42% |
$7.69K - $8.47K
|
3.82K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
16+ 2.13% |
$7.69K - $8.47K
|
766
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 2.2% |
$7.69K - $8.47K
|
742
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
16+ 3.49% |
$7.69K - $8.47K
|
475
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
16+ 2.45% |
$7.69K - $8.47K
|
668
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$7.69K - $8.47K
|
16
$8.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 22.86% |
$7.69K - $8.47K
|
86
$45.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 3.33% |
$7.21K - $7.94K
|
465
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15+ 2.6% |
$7.21K - $7.94K
|
591
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
15+ 0.85% |
$7.21K - $7.94K
|
1.77K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 55.56% |
$7.21K - $7.94K
|
42
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.89% |
$7.21K - $7.94K
|
1.7K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
14+ 0.45% |
$6.73K - $7.41K
|
3.12K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.73K - $7.41K
|
1.9K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
14+ 1.74% |
$6.73K - $7.41K
|
819
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
14New |
$6.73K - $7.41K
|
14
$7.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13+ 1.56% |
$6.24K - $6.88K
|
849
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
13+ 0.67% |
$6.24K - $6.88K
|
1.95K
$1.02M
|