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 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143+ 3.77% |
$68.7K - $75.7K
|
3.93K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
143+ 10.43% |
$68.7K - $75.7K
|
1.51K
$727K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
143+ 4.71% |
$68.7K - $75.7K
|
3.18K
$1.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
139New |
$66.8K - $73.6K
|
139
$66.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
137+ 3.82% |
$65.8K - $72.5K
|
3.72K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
137+ 15.22% |
$65.8K - $72.5K
|
1.04K
$498K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
136+ 12.31% |
$65.3K - $72K
|
1.24K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 4.31% |
$64.8K - $71.4K
|
3.27K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
134+ 4.34% |
$64.4K - $70.9K
|
3.23K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
132+ 6.32% |
$63.4K - $69.9K
|
2.22K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
131+ 29.77% |
$62.9K - $69.3K
|
571
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 6.76% |
$62K - $68.3K
|
2.04K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
128+ 1.42% |
$61.5K - $67.7K
|
9.11K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
127+ 94.78% |
$61K - $67.2K
|
261
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 44.64% |
$60K - $66.1K
|
405
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 30.05% |
$60K - $66.1K
|
541
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
125+ 3.84% |
$60K - $66.1K
|
3.38K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 0.91% |
$58.6K - $64.6K
|
13.5K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
121+ 6.82% |
$58.1K - $64K
|
1.9K
$910K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
119+ 15.58% |
$57.2K - $63K
|
883
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
119+ 1.58% |
$57.2K - $63K
|
7.63K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
119+ 3.31% |
$57.2K - $63K
|
3.71K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
118+ 14.6% |
$56.7K - $62.4K
|
926
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
117+ 20.14% |
$56.2K - $61.9K
|
698
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
117+ 22.46% |
$56.2K - $61.9K
|
638
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 5.99% |
$56.2K - $61.9K
|
2.07K
$993K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
116+ 17.79% |
$55.7K - $61.4K
|
768
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
114+ 4.18% |
$54.8K - $60.3K
|
2.84K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
110+ 3.07% |
$52.8K - $58.2K
|
3.69K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
110+ 22.27% |
$52.8K - $58.2K
|
604
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.86% |
$52.8K - $58.2K
|
6.03K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 403.7% |
$52.4K - $57.7K
|
136
$65.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
107+ 8.65% |
$51.4K - $56.6K
|
1.34K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
105+ 24.88% |
$50.4K - $55.6K
|
527
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105+ 7.06% |
$50.4K - $55.6K
|
1.59K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
101+ 17.47% |
$48.5K - $53.4K
|
679
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 13.76% |
$48K - $52.9K
|
827
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
99+ 5.13% |
$47.6K - $52.4K
|
2.03K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 21.73% |
$47.1K - $51.9K
|
549
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
98New |
$47.1K - $51.9K
|
98
$47K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 24.37% |
$46.1K - $50.8K
|
490
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
94New |
$45.2K - $49.7K
|
94
$45.1K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
94+ 3.73% |
$45.2K - $49.7K
|
2.61K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
93+ 0.73% |
$44.7K - $49.2K
|
12.8K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
93+ 0.32% |
$44.7K - $49.2K
|
29.3K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 0.11% |
$44.2K - $48.7K
|
80.8K
$38.8M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
92+ 1.45% |
$44.2K - $48.7K
|
6.43K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
91+ 7.97% |
$43.7K - $48.2K
|
1.23K
$592K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
90+ 0.52% |
$43.2K - $47.6K
|
17.5K
$8.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 6.69% |
$43.2K - $47.6K
|
1.44K
$689K
|