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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 2.32% |
$6.24K - $6.88K
|
573
$299K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13New |
$6.24K - $6.88K
|
13
$6.79K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12New |
$5.76K - $6.35K
|
12
$6.27K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$5.76K - $6.35K
|
12
$6.27K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12+ 0.09% |
$5.76K - $6.35K
|
13.5K
$7.07M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
12+ 1.92% |
$5.76K - $6.35K
|
638
$333K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 1.21% |
$5.28K - $5.82K
|
922
$481K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11+ 0.17% |
$5.28K - $5.82K
|
6.43K
$3.36M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 2.31% |
$5.28K - $5.82K
|
487
$254K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 5.07% |
$5.28K - $5.82K
|
228
$119K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 3.82% |
$5.28K - $5.82K
|
299
$156K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
11New |
$5.28K - $5.82K
|
11
$5.74K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11+ 2.47% |
$5.28K - $5.82K
|
457
$239K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$5.28K - $5.82K
|
11
$5.74K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
11+ 1.59% |
$5.28K - $5.82K
|
701
$366K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 2.48% |
$4.8K - $5.29K
|
413
$216K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.39% |
$4.8K - $5.29K
|
2.57K
$1.34M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.58% |
$4.8K - $5.29K
|
1.72K
$899K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
10+ 0.23% |
$4.8K - $5.29K
|
4.27K
$2.23M
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
10+ 0.06% |
$4.8K - $5.29K
|
17.7K
$9.24M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 2.27% |
$4.8K - $5.29K
|
451
$235K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
10New |
$4.8K - $5.29K
|
10
$5.22K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10New |
$4.8K - $5.29K
|
10
$5.22K
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
9+ 0.97% |
$4.32K - $4.76K
|
941
$491K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9+ 1.62% |
$4.32K - $4.76K
|
563
$294K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
9+ 0.52% |
$4.32K - $4.76K
|
1.75K
$913K
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9+ 0.53% |
$4.32K - $4.76K
|
1.71K
$892K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8New |
$3.84K - $4.23K
|
8
$4.18K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 1.09% |
$3.84K - $4.23K
|
744
$388K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$3.84K - $4.23K
|
3.81K
$1.99M
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
8+ 1.7% |
$3.84K - $4.23K
|
478
$250K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.75% |
$3.84K - $4.23K
|
1.07K
$560K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.95% |
$3.84K - $4.23K
|
848
$443K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8New |
$3.84K - $4.23K
|
8
$4.18K
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 14.55% |
$3.84K - $4.23K
|
63
$32.9K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$3.84K - $4.23K
|
8
$4.18K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.65K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7+ 0.3% |
$3.36K - $3.7K
|
2.31K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
7+ 0.57% |
$3.36K - $3.7K
|
1.23K
$644K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 4.76% |
$3.36K - $3.7K
|
154
$80.4K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.65K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 2.94% |
$3.36K - $3.7K
|
245
$128K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.65K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.65K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.65K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 87.5% |
$3.36K - $3.7K
|
15
$7.83K
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.98% |
$3.36K - $3.7K
|
720
$376K
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7+ 0.36% |
$3.36K - $3.7K
|
1.95K
$1.02M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.99% |
$2.88K - $3.18K
|
612
$320K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.13K
|