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 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9- 0.59% |
$4.32K - $4.76K
|
1.53K
$796K
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-9- 2.01% |
$4.32K - $4.76K
|
439
$229K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9- 0.22% |
$4.32K - $4.76K
|
4.06K
$2.12M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 2.98% |
$4.8K - $5.29K
|
326
$170K
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-10- 0.43% |
$4.8K - $5.29K
|
2.34K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.62% |
$4.8K - $5.29K
|
1.59K
$832K
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10- 2.3% |
$4.8K - $5.29K
|
425
$222K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 15.63% |
$4.8K - $5.29K
|
54
$28.2K
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-10- 0.36% |
$4.8K - $5.29K
|
2.77K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 10.31% |
$4.8K - $5.29K
|
87
$45.4K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 10.09% |
$5.28K - $5.82K
|
98
$51.2K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-11- 0.55% |
$5.28K - $5.82K
|
1.98K
$1.03M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 1.15% |
$5.76K - $6.35K
|
1.03K
$537K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$5.76K - $6.35K
|
876
$457K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-12- 0.26% |
$5.76K - $6.35K
|
4.53K
$2.36M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-12- 2.05% |
$5.76K - $6.35K
|
574
$300K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12- 4.69% |
$5.76K - $6.35K
|
244
$127K
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-12- 2.49% |
$5.76K - $6.35K
|
469
$245K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-12- 2.32% |
$5.76K - $6.35K
|
505
$264K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12- 0.42% |
$5.76K - $6.35K
|
2.82K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 14.77% |
$6.24K - $6.88K
|
75
$39.2K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 0.15% |
$6.24K - $6.88K
|
8.95K
$4.67M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13- 1.01% |
$6.24K - $6.88K
|
1.27K
$664K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-13- 2.07% |
$6.24K - $6.88K
|
614
$321K
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13- 1.01% |
$6.24K - $6.88K
|
1.27K
$664K
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-14- 1.38% |
$6.73K - $7.41K
|
1K
$524K
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14- 1.42% |
$6.73K - $7.41K
|
975
$509K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14- 0.53% |
$6.73K - $7.41K
|
2.64K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-14- 2.02% |
$6.73K - $7.41K
|
679
$355K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14- 1.3% |
$6.73K - $7.41K
|
1.07K
$557K
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-14- 0.94% |
$6.73K - $7.41K
|
1.48K
$774K
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.01% |
$7.21K - $7.94K
|
165K
$86.4M
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15- 0.44% |
$7.21K - $7.94K
|
3.42K
$1.78M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-16- 3.25% |
$7.69K - $8.47K
|
476
$249K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-16- 2.26% |
$7.69K - $8.47K
|
692
$361K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16- 2.09% |
$7.69K - $8.47K
|
749
$391K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16- 0.48% |
$7.69K - $8.47K
|
3.32K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-16- 0.69% |
$7.69K - $8.47K
|
2.3K
$1.2M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-17- 1.45% |
$8.17K - $9K
|
1.16K
$604K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-17- 2.46% |
$8.17K - $9K
|
674
$352K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-18- 5.64% |
$8.65K - $9.53K
|
301
$157K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 1.95% |
$8.65K - $9.53K
|
905
$473K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 3.79% |
$8.65K - $9.53K
|
457
$239K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.57% |
$8.65K - $9.53K
|
683
$357K
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-18- 0.15% |
$8.65K - $9.53K
|
11.6K
$6.08M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-19- 1.04% |
$9.13K - $10.1K
|
1.81K
$943K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-19- 1.45% |
$9.13K - $10.1K
|
1.29K
$676K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-20- 1.12% |
$9.61K - $10.6K
|
1.76K
$918K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.3% |
$9.61K - $10.6K
|
6.71K
$3.5M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 0.49% |
$9.61K - $10.6K
|
4.03K
$2.1M
|