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
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
90+ 0.41% |
$43.2K - $47.6K
|
21.8K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
89+ 1.3% |
$42.8K - $47.1K
|
6.95K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
88+ 6.61% |
$42.3K - $46.6K
|
1.42K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
88+ 5.02% |
$42.3K - $46.6K
|
1.84K
$883K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
87+ 4.6% |
$41.8K - $46K
|
1.98K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
87+ 0.29% |
$41.8K - $46K
|
29.9K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 3.76% |
$41.8K - $46K
|
2.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
87New |
$41.8K - $46K
|
87
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86+ 1.22% |
$41.3K - $45.5K
|
7.15K
$3.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.1% |
$40.8K - $45K
|
84.5K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
84+ 8.8% |
$40.4K - $44.5K
|
1.04K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
83New |
$39.9K - $43.9K
|
83
$39.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
82+ 14.72% |
$39.4K - $43.4K
|
639
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
81New |
$38.9K - $42.9K
|
81
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 2.44% |
$38.4K - $42.3K
|
3.36K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 1.81% |
$37.9K - $41.8K
|
4.44K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 6.4% |
$37.9K - $41.8K
|
1.31K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
78+ 11.59% |
$37.5K - $41.3K
|
751
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
78+ 1.47% |
$37.5K - $41.3K
|
5.38K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
78+ 0.82% |
$37.5K - $41.3K
|
9.54K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
77+ 0.36% |
$37K - $40.7K
|
21.2K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
77+ 9.41% |
$37K - $40.7K
|
895
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
76+ 4.77% |
$36.5K - $40.2K
|
1.67K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75+ 3.02% |
$36K - $39.7K
|
2.56K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
75+ 6.61% |
$36K - $39.7K
|
1.21K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
74+ 5.44% |
$35.5K - $39.2K
|
1.43K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
74+ 13.14% |
$35.5K - $39.2K
|
637
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
73+ 13.59% |
$35.1K - $38.6K
|
610
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.05% |
$35.1K - $38.6K
|
7.03K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
70+ 14.52% |
$33.6K - $37K
|
552
$265K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
69+ 10.82% |
$33.1K - $36.5K
|
707
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 6.63% |
$33.1K - $36.5K
|
1.11K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
69+ 9.01% |
$33.1K - $36.5K
|
835
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
68+ 0.47% |
$32.7K - $36K
|
14.7K
$7.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
67+ 10.01% |
$32.2K - $35.5K
|
736
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66+ 16.06% |
$31.7K - $34.9K
|
477
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
66+ 8.96% |
$31.7K - $34.9K
|
803
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66+ 4.68% |
$31.7K - $34.9K
|
1.48K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
65+ 1.74% |
$31.2K - $34.4K
|
3.81K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
65+ 3.02% |
$31.2K - $34.4K
|
2.22K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
63+ 6.01% |
$30.3K - $33.3K
|
1.11K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 700.0% |
$30.3K - $33.3K
|
72
$34.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
63New |
$30.3K - $33.3K
|
63
$30.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 13.67% |
$30.3K - $33.3K
|
524
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 2.93% |
$29.8K - $32.8K
|
2.18K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
62+ 3.64% |
$29.8K - $32.8K
|
1.77K
$848K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
62+ 4.42% |
$29.8K - $32.8K
|
1.47K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
62+ 8.96% |
$29.8K - $32.8K
|
754
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
62+ 1.61% |
$29.8K - $32.8K
|
3.92K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
62+ 0.66% |
$29.8K - $32.8K
|
9.42K
$4.52M
|