Latest Institutional Purchases of S&P Global Inc. (SPGI)
This list provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
96+ 2.67% |
$42.8K - $50.6K
|
3.69K
$1.88M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
95+ 13.49% |
$42.4K - $50.1K
|
799
$408K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
94+ 20.17% |
$42K - $49.6K
|
560
$286K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
93+ 3.66% |
$41.5K - $49K
|
2.64K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
92+ 7.53% |
$41.1K - $48.5K
|
1.31K
$671K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
91+ 11.38% |
$40.6K - $48K
|
891
$455K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
87+ 18.09% |
$38.8K - $45.9K
|
568
$290K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
86+ 0.41% |
$38.4K - $45.4K
|
20.9K
$10.7M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81+ 6.51% |
$36.2K - $42.7K
|
1.33K
$678K
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
80+ 10.44% |
$35.7K - $42.2K
|
846
$432K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 37.8% |
$35.3K - $41.7K
|
288
$147K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
79+ 2.12% |
$35.3K - $41.7K
|
3.81K
$1.95M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 93.9% |
$34.4K - $40.6K
|
159
$81.2K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76+ 2.76% |
$33.9K - $40.1K
|
2.83K
$1.44M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
76+ 2.42% |
$33.9K - $40.1K
|
3.22K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 12.63% |
$33K - $39K
|
660
$337K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
73+ 12.25% |
$32.6K - $38.5K
|
669
$342K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
72+ 3.83% |
$32.1K - $38K
|
1.95K
$997K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.99% |
$32.1K - $38K
|
7.35K
$3.75M
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
71+ 1.87% |
$31.7K - $37.4K
|
3.87K
$1.98M
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
69+ 5.13% |
$30.8K - $36.4K
|
1.41K
$722K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
69+ 14.84% |
$30.8K - $36.4K
|
534
$273K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
68+ 0.14% |
$30.3K - $35.9K
|
50K
$25.6M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
68+ 4.22% |
$30.3K - $35.9K
|
1.68K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 319.05% |
$29.9K - $35.3K
|
88
$45K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
67+ 3.98% |
$29.9K - $35.3K
|
1.75K
$895K
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
67+ 5.39% |
$29.9K - $35.3K
|
1.31K
$669K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 2.11% |
$29.5K - $34.8K
|
3.19K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 1.6% |
$28.6K - $33.8K
|
4.07K
$2.08M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
64+ 52.89% |
$28.6K - $33.8K
|
185
$94.5K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 1240.0% |
$27.7K - $32.7K
|
67
$34.2K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 11.72% |
$27.7K - $32.7K
|
591
$302K
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
59+ 1.09% |
$26.3K - $31.1K
|
5.49K
$2.81M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$26.3K - $31.1K
|
59
$30.1K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58+ 0.8% |
$25.9K - $30.6K
|
7.27K
$3.71M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
58+ 3.67% |
$25.9K - $30.6K
|
1.64K
$838K
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
57+ 0.22% |
$25.4K - $30.1K
|
25.7K
$13.1M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.39% |
$25.4K - $30.1K
|
4.17K
$2.13M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
56New |
$25K - $29.5K
|
56
$28.6K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 0.49% |
$25K - $29.5K
|
11.5K
$5.89M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
56+ 7.48% |
$25K - $29.5K
|
805
$411K
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
55+ 0.87% |
$24.5K - $29K
|
6.41K
$3.28M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 2.59% |
$24.5K - $29K
|
2.18K
$1.11M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55+ 3.7% |
$24.5K - $29K
|
1.54K
$788K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$23.7K - $28K
|
53
$27.1K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
50+ 6.03% |
$22.3K - $26.4K
|
879
$449K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
47+ 8.74% |
$21K - $24.8K
|
585
$299K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
45+ 6.5% |
$20.1K - $23.7K
|
737
$377K
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
45+ 4.13% |
$20.1K - $23.7K
|
1.13K
$579K
|