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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3- 0.31% |
$1.44K - $1.59K
|
965
$504K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.46% |
$1.44K - $1.59K
|
649
$339K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.14% |
$1.44K - $1.59K
|
2.18K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3- 12.5% |
$1.44K - $1.59K
|
21
$11K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3- 0.61% |
$1.44K - $1.59K
|
489
$255K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 3.16% |
$1.44K - $1.59K
|
92
$48K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 2.17% |
$1.92K - $2.12K
|
180
$94K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-4- 5.48% |
$1.92K - $2.12K
|
69
$36K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.92K - $2.12K
|
22
$11.5K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4- 0.95% |
$1.92K - $2.12K
|
418
$218K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4- 0.26% |
$1.92K - $2.12K
|
1.53K
$796K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4- 0.26% |
$1.92K - $2.12K
|
1.55K
$810K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.89% |
$2.4K - $2.65K
|
557
$291K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5- 0.11% |
$2.4K - $2.65K
|
4.75K
$2.48M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 0.99% |
$2.4K - $2.65K
|
498
$260K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5- 0.6% |
$2.4K - $2.65K
|
831
$434K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5- 0.69% |
$2.4K - $2.65K
|
719
$375K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.03% |
$2.4K - $2.65K
|
19.8K
$10.3M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5- 0.88% |
$2.4K - $2.65K
|
560
$292K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 0.22% |
$2.4K - $2.65K
|
2.22K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 5.68% |
$2.4K - $2.65K
|
83
$43.3K
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-5- 0.84% |
$2.4K - $2.65K
|
591
$309K
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5- 17.86% |
$2.4K - $2.65K
|
23
$12K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 0.79% |
$2.88K - $3.18K
|
751
$392K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 9.84% |
$2.88K - $3.18K
|
55
$28.7K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.7% |
$2.88K - $3.18K
|
847
$442K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 1.3% |
$2.88K - $3.18K
|
457
$239K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.12% |
$2.88K - $3.18K
|
4.96K
$2.59M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-6- 0.39% |
$2.88K - $3.18K
|
1.54K
$802K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.1% |
$2.88K - $3.18K
|
6.07K
$3.17M
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-6- 0.13% |
$2.88K - $3.18K
|
4.57K
$2.38M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 50.0% |
$2.88K - $3.18K
|
6
$3.13K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.22% |
$2.88K - $3.18K
|
2.76K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-6- 1.2% |
$2.88K - $3.18K
|
492
$257K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6- 0.59% |
$2.88K - $3.18K
|
1.01K
$526K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.79% |
$3.36K - $3.7K
|
881
$460K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 1.27% |
$3.36K - $3.7K
|
543
$284K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7- 1.27% |
$3.36K - $3.7K
|
546
$285K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 8.75% |
$3.36K - $3.7K
|
73
$38.1K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 1.06% |
$3.36K - $3.7K
|
653
$341K
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7- 1.12% |
$3.36K - $3.7K
|
618
$323K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.15% |
$3.84K - $4.23K
|
688
$359K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8- 0.54% |
$3.84K - $4.23K
|
1.46K
$764K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8- 16.0% |
$3.84K - $4.23K
|
42
$21.9K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 23.53% |
$3.84K - $4.23K
|
26
$13.6K
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-8- 0.92% |
$3.84K - $4.23K
|
857
$447K
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8- 1.16% |
$3.84K - $4.23K
|
684
$357K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9- 1.97% |
$4.32K - $4.76K
|
447
$233K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-9- 0.22% |
$4.32K - $4.76K
|
4.1K
$2.14M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9- 0.13% |
$4.32K - $4.76K
|
6.95K
$3.63M
|