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 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.6% |
$16.8K - $18.5K
|
1.38K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$16.8K - $18.5K
|
35
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.27% |
$16.3K - $18K
|
1.53K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
34New |
$16.3K - $18K
|
34
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34+ 1.34% |
$16.3K - $18K
|
2.58K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34+ 7.42% |
$16.3K - $18K
|
492
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
34+ 0.09% |
$16.3K - $18K
|
38.3K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 2.14% |
$15.9K - $17.5K
|
1.58K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.86% |
$15.4K - $16.9K
|
1.15K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.37% |
$15.4K - $16.9K
|
8.68K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 620.0% |
$14.9K - $16.4K
|
36
$17.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 5.69% |
$14.9K - $16.4K
|
576
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 1.71% |
$14.4K - $15.9K
|
1.78K
$855K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 0.6% |
$14.4K - $15.9K
|
5K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 3.23% |
$14.4K - $15.9K
|
958
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 3.58% |
$13.9K - $15.3K
|
838
$402K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 3.9% |
$13.5K - $14.8K
|
746
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 1.83% |
$13.5K - $14.8K
|
1.56K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 1.05% |
$13.5K - $14.8K
|
2.71K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
27+ 1.15% |
$13K - $14.3K
|
2.38K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27+ 2.36% |
$13K - $14.3K
|
1.17K
$563K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26+ 32.1% |
$12.5K - $13.8K
|
107
$51.4K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
26+ 1.73% |
$12.5K - $13.8K
|
1.53K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.52% |
$12.5K - $13.8K
|
5.03K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
26+ 5.69% |
$12.5K - $13.8K
|
483
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
25+ 1.05% |
$12K - $13.2K
|
2.4K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 20.83% |
$12K - $13.2K
|
145
$69.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$12K - $13.2K
|
5.57K
$2.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 10.04% |
$11.5K - $12.7K
|
263
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 4.78% |
$11.5K - $12.7K
|
526
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
23+ 4.52% |
$11K - $12.2K
|
532
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.63% |
$11K - $12.2K
|
1.43K
$686K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
23+ 4.41% |
$11K - $12.2K
|
545
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 2.88% |
$11K - $12.2K
|
822
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 25.58% |
$10.6K - $11.6K
|
108
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22New |
$10.6K - $11.6K
|
22
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22+ 3.99% |
$10.6K - $11.6K
|
574
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
22+ 0.38% |
$10.6K - $11.6K
|
5.76K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.97% |
$9.61K - $10.6K
|
1.03K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$9.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$9.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 3.06% |
$9.61K - $10.6K
|
674
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 2.0% |
$9.13K - $10.1K
|
969
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.31% |
$9.13K - $10.1K
|
1.47K
$707K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$9.13K - $10.1K
|
19
$9.12K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.77% |
$8.65K - $9.53K
|
1.04K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18+ 1.79% |
$8.65K - $9.53K
|
1.02K
$491K
|