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 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.41K+ 180.26% |
$675K - $744K
|
2.19K
$1.15M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 22.61% |
$668K - $736K
|
7.54K
$3.96M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.39KNew |
$668K - $736K
|
1.39K
$730K
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.38K+ 25.5% |
$664K - $732K
|
6.81K
$3.58M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38K+ 12.44% |
$663K - $731K
|
12.5K
$6.56M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.38K+ 40.4% |
$663K - $731K
|
4.8K
$2.52M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 8.06% |
$658K - $725K
|
18.4K
$9.65M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.37K+ 13.79% |
$658K - $724K
|
11.3K
$5.94M
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.35K+ 12.03% |
$648K - $714K
|
12.6K
$6.6M
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.35K+ 22.31% |
$647K - $713K
|
7.39K
$3.88M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.35K+ 2.18% |
$647K - $713K
|
63K
$33.1M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 31.18% |
$643K - $708K
|
5.63K
$2.96M
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$636K - $701K
|
1.33K
$696K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.31K+ 7.06% |
$630K - $694K
|
19.9K
$10.4M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.31K+ 36.77% |
$628K - $692K
|
4.87K
$2.56M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 21.27% |
$610K - $672K
|
7.24K
$3.8M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 12.34% |
$608K - $669K
|
11.5K
$6.05M
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.26KNew |
$605K - $667K
|
1.26K
$662K
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 62.5% |
$600K - $661K
|
3.25K
$1.71M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 1.12% |
$599K - $660K
|
112K
$59M
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.24KNew |
$598K - $658K
|
1.24K
$654K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.23K+ 3.51% |
$593K - $653K
|
36.4K
$19.1M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 106.31% |
$583K - $642K
|
2.35K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
1.21KNew |
$582K - $641K
|
1.21K
$637K
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$576K - $634K
|
1.2K
$630K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 131.24% |
$573K - $631K
|
2.1K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.19K+ 8.11% |
$573K - $631K
|
15.9K
$8.35M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.19K+ 10.2% |
$570K - $628K
|
12.8K
$6.74M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 10.07% |
$566K - $623K
|
12.9K
$6.76M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.18K+ 213.22% |
$565K - $623K
|
1.73K
$908K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.18K+ 2.34% |
$564K - $622K
|
51.4K
$27M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.17K+ 4.97% |
$564K - $621K
|
24.8K
$13M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.17K+ 31.9% |
$560K - $616K
|
4.82K
$2.53M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.15K+ 6.09% |
$554K - $610K
|
20.1K
$10.6M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.11K+ 92.12% |
$533K - $587K
|
2.32K
$1.22M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.11KNew |
$531K - $585K
|
1.11K
$581K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$529K - $583K
|
1.1K
$579K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 1.3% |
$529K - $583K
|
85.6K
$45M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.09KNew |
$526K - $579K
|
1.09K
$575K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$525K - $578K
|
1.09K
$574K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 5.83% |
$523K - $576K
|
19.8K
$10.4M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$517K - $570K
|
1.08K
$566K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07KNew |
$513K - $565K
|
1.07K
$561K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.05K+ 12.79% |
$502K - $553K
|
9.22K
$4.84M
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.03K+ 57.29% |
$497K - $547K
|
2.84K
$1.49M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.03K+ 26.46% |
$495K - $546K
|
4.93K
$2.59M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$495K - $545K
|
1.03K
$541K
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.02K+ 43.48% |
$490K - $540K
|
3.37K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.01K+ 202.0% |
$485K - $534K
|
1.51K
$793K
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.01KNew |
$484K - $533K
|
1.01K
$530K
|