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 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 1.05% |
$8.65K - $9.53K
|
1.74K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
17+ 2.89% |
$8.17K - $9K
|
606
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 1.14% |
$8.17K - $9K
|
1.51K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$8.17K - $9K
|
17
$8.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 1.37% |
$8.17K - $9K
|
1.26K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.63% |
$8.17K - $9K
|
2.72K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 1.35% |
$7.69K - $8.47K
|
1.2K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 0.42% |
$7.69K - $8.47K
|
3.82K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
16+ 2.13% |
$7.69K - $8.47K
|
766
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 2.2% |
$7.69K - $8.47K
|
742
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
16+ 3.49% |
$7.69K - $8.47K
|
475
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
16+ 2.45% |
$7.69K - $8.47K
|
668
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$7.69K - $8.47K
|
16
$7.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 22.86% |
$7.69K - $8.47K
|
86
$41.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 3.33% |
$7.21K - $7.94K
|
465
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15+ 2.6% |
$7.21K - $7.94K
|
591
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
15+ 0.85% |
$7.21K - $7.94K
|
1.77K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 55.56% |
$7.21K - $7.94K
|
42
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.89% |
$7.21K - $7.94K
|
1.7K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
14+ 0.45% |
$6.73K - $7.41K
|
3.12K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.73K - $7.41K
|
1.9K
$912K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
14+ 1.74% |
$6.73K - $7.41K
|
819
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
14New |
$6.73K - $7.41K
|
14
$6.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13+ 1.56% |
$6.24K - $6.88K
|
849
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
13+ 0.67% |
$6.24K - $6.88K
|
1.95K
$934K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 2.32% |
$6.24K - $6.88K
|
573
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13New |
$6.24K - $6.88K
|
13
$6.24K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12New |
$5.76K - $6.35K
|
12
$5.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$5.76K - $6.35K
|
12
$5.76K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12+ 0.09% |
$5.76K - $6.35K
|
13.5K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
12+ 1.92% |
$5.76K - $6.35K
|
638
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 1.21% |
$5.28K - $5.82K
|
922
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11+ 0.17% |
$5.28K - $5.82K
|
6.43K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 2.31% |
$5.28K - $5.82K
|
487
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 5.07% |
$5.28K - $5.82K
|
228
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 3.82% |
$5.28K - $5.82K
|
299
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
11New |
$5.28K - $5.82K
|
11
$5.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11+ 2.47% |
$5.28K - $5.82K
|
457
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$5.28K - $5.82K
|
11
$5.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
11+ 1.59% |
$5.28K - $5.82K
|
701
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 2.48% |
$4.8K - $5.29K
|
413
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.39% |
$4.8K - $5.29K
|
2.57K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.58% |
$4.8K - $5.29K
|
1.72K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
10+ 0.23% |
$4.8K - $5.29K
|
4.27K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
10+ 0.06% |
$4.8K - $5.29K
|
17.7K
$8.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 2.27% |
$4.8K - $5.29K
|
451
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
10New |
$4.8K - $5.29K
|
10
$4.8K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10New |
$4.8K - $5.29K
|
10
$4.8K
|