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 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-14- 0.94% |
$6.73K - $7.41K
|
1.48K
$711K
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.01% |
$7.21K - $7.94K
|
165K
$79.4M
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15- 0.44% |
$7.21K - $7.94K
|
3.42K
$1.64M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-16- 3.25% |
$7.69K - $8.47K
|
476
$228K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-16- 2.26% |
$7.69K - $8.47K
|
692
$332K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16- 2.09% |
$7.69K - $8.47K
|
749
$360K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16- 0.48% |
$7.69K - $8.47K
|
3.32K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-16- 0.69% |
$7.69K - $8.47K
|
2.3K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-17- 1.45% |
$8.17K - $9K
|
1.16K
$555K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-17- 2.46% |
$8.17K - $9K
|
674
$324K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-18- 5.64% |
$8.65K - $9.53K
|
301
$144K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 1.95% |
$8.65K - $9.53K
|
905
$434K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 3.79% |
$8.65K - $9.53K
|
457
$219K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.57% |
$8.65K - $9.53K
|
683
$328K
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-18- 0.15% |
$8.65K - $9.53K
|
11.6K
$5.59M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-19- 1.04% |
$9.13K - $10.1K
|
1.81K
$867K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-19- 1.45% |
$9.13K - $10.1K
|
1.29K
$621K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-20- 1.12% |
$9.61K - $10.6K
|
1.76K
$844K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.3% |
$9.61K - $10.6K
|
6.71K
$3.22M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 0.49% |
$9.61K - $10.6K
|
4.03K
$1.93M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-20- 3.72% |
$9.61K - $10.6K
|
517
$248K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 13.33% |
$9.61K - $10.6K
|
130
$62.4K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-20- 0.85% |
$9.61K - $10.6K
|
2.32K
$1.12M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-21- 1.51% |
$10.1K - $11.1K
|
1.37K
$657K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 1.48% |
$10.1K - $11.1K
|
1.4K
$670K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 68.75% |
$10.6K - $11.6K
|
10
$4.8K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.95% |
$10.6K - $11.6K
|
2.29K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-22- 3.79% |
$10.6K - $11.6K
|
558
$268K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-23- 2.33% |
$11K - $12.2K
|
965
$463K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-23- 0.13% |
$11K - $12.2K
|
17.9K
$8.58M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-23- 1.37% |
$11K - $12.2K
|
1.65K
$793K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-24- 0.68% |
$11.5K - $12.7K
|
3.53K
$1.69M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 2.4% |
$11.5K - $12.7K
|
975
$468K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-24- 15.69% |
$11.5K - $12.7K
|
129
$61.9K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-24- 2.48% |
$11.5K - $12.7K
|
943
$453K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25- 3.42% |
$12K - $13.2K
|
706
$339K
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 5.56% |
$12K - $13.2K
|
425
$204K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26- 0.41% |
$12.5K - $13.8K
|
6.31K
$3.03M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-26- 2.57% |
$12.5K - $13.8K
|
987
$474K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-26- 0.34% |
$12.5K - $13.8K
|
7.69K
$3.69M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-26- 0.85% |
$12.5K - $13.8K
|
3.05K
$1.46M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-27- 4.96% |
$13K - $14.3K
|
517
$248K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-27- 4.8% |
$13K - $14.3K
|
535
$257K
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-27- 1.64% |
$13K - $14.3K
|
1.62K
$780K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-27- 0.67% |
$13K - $14.3K
|
4K
$1.92M
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-28- 3.56% |
$13.5K - $14.8K
|
758
$364K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-29- 1.34% |
$13.9K - $15.3K
|
2.13K
$1.02M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-29- 1.59% |
$13.9K - $15.3K
|
1.8K
$864K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29- 0.88% |
$13.9K - $15.3K
|
3.27K
$1.57M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-29- 0.56% |
$13.9K - $15.3K
|
5.17K
$2.48M
|