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
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.3% |
$9.61K - $10.6K
|
6.71K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 0.49% |
$9.61K - $10.6K
|
4.03K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-20- 3.72% |
$9.61K - $10.6K
|
517
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 13.33% |
$9.61K - $10.6K
|
130
$69.3K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-20- 0.85% |
$9.61K - $10.6K
|
2.32K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-21- 1.51% |
$10.1K - $11.1K
|
1.37K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 1.48% |
$10.1K - $11.1K
|
1.4K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 68.75% |
$10.6K - $11.6K
|
10
$5.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.95% |
$10.6K - $11.6K
|
2.29K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-22- 3.79% |
$10.6K - $11.6K
|
558
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-23- 2.33% |
$11K - $12.2K
|
965
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-23- 0.13% |
$11K - $12.2K
|
17.9K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-23- 1.37% |
$11K - $12.2K
|
1.65K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-24- 0.68% |
$11.5K - $12.7K
|
3.53K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 2.4% |
$11.5K - $12.7K
|
975
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-24- 15.69% |
$11.5K - $12.7K
|
129
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-24- 2.48% |
$11.5K - $12.7K
|
943
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25- 3.42% |
$12K - $13.2K
|
706
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 5.56% |
$12K - $13.2K
|
425
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26- 0.41% |
$12.5K - $13.8K
|
6.31K
$3.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-26- 2.57% |
$12.5K - $13.8K
|
987
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-26- 0.34% |
$12.5K - $13.8K
|
7.69K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-26- 0.85% |
$12.5K - $13.8K
|
3.05K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-27- 4.96% |
$13K - $14.3K
|
517
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-27- 4.8% |
$13K - $14.3K
|
535
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-27- 1.64% |
$13K - $14.3K
|
1.62K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-27- 0.67% |
$13K - $14.3K
|
4K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-28- 3.56% |
$13.5K - $14.8K
|
758
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-29- 1.34% |
$13.9K - $15.3K
|
2.13K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-29- 1.59% |
$13.9K - $15.3K
|
1.8K
$960K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29- 0.88% |
$13.9K - $15.3K
|
3.27K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-30- 0.65% |
$14.4K - $15.9K
|
4.62K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 2.26% |
$14.4K - $15.9K
|
1.3K
$693K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-30- 3.06% |
$14.4K - $15.9K
|
951
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-31- 4.86% |
$14.9K - $16.4K
|
607
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-31- 2.56% |
$14.9K - $16.4K
|
1.18K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 1.51% |
$14.9K - $16.4K
|
2.02K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-32- 1.3% |
$15.4K - $16.9K
|
2.43K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 16.41% |
$15.4K - $16.9K
|
163
$86.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-32- 3.05% |
$15.4K - $16.9K
|
1.02K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-33- 0.49% |
$15.9K - $17.5K
|
6.72K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-33- 6.13% |
$15.9K - $17.5K
|
505
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-33- 6.93% |
$15.9K - $17.5K
|
443
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-34- 0.42% |
$16.3K - $18K
|
8.01K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.3% |
$16.8K - $18.5K
|
11.8K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 2.57% |
$16.8K - $18.5K
|
1.33K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-35- 0.51% |
$16.8K - $18.5K
|
6.88K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-35- 2.35% |
$16.8K - $18.5K
|
1.46K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-35- 0.82% |
$16.8K - $18.5K
|
4.21K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-36- 1.52% |
$17.3K - $19.1K
|
2.34K
$1.25M
|