Latest Institutional Transactions on S&P Global Inc. (SPGI)
This table provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.5K+ 7.47% |
$7.92M - $8.73M
|
237K
$127M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.27K- 18.39% |
$611K - $673K
|
5.64K
$3.01M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
665+ 1.91% |
$319K - $352K
|
35.6K
$19M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-83- 19.67% |
$39.9K - $43.9K
|
339
$181K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-123- 18.01% |
$59.1K - $65.1K
|
560
$299K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.97K+ 7.61% |
$944K - $1.04M
|
27.8K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
26+ 5.69% |
$12.5K - $13.8K
|
483
$258K
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$636K - $701K
|
1.33K
$707K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.23% |
$144K - $159K
|
13.7K
$7.33M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 3.82% |
$5.28K - $5.82K
|
299
$159K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60.7K+ 10.54% |
$29.2M - $32.1M
|
637K
$340M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.09K- 13.56% |
$1.96M - $2.16M
|
26.1K
$13.9M
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.01% |
$7.21K - $7.94K
|
165K
$88.3M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 49.65% |
$33.6K - $37K
|
71
$37.9K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
65+ 3.02% |
$31.2K - $34.4K
|
2.22K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
164+ 3.89% |
$78.8K - $86.8K
|
4.38K
$2.34M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
482+ 2.36% |
$232K - $255K
|
20.9K
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
147+ 2.22% |
$70.6K - $77.8K
|
6.78K
$3.62M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.1K- 2.43% |
$529K - $583K
|
44.3K
$23.6M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
37.8KNew |
$18.1M - $20M
|
37.8K
$20.2M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 55.56% |
$7.21K - $7.94K
|
42
$22.4K
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-6.85K- 98.8% |
$3.29M - $3.62M
|
83
$44.3K
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
79.2KNew |
$38.1M - $41.9M
|
79.2K
$42.3M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-14- 2.02% |
$6.73K - $7.41K
|
679
$362K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 2.37% |
$64.4K - $70.9K
|
5.53K
$2.95M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-471- 2.55% |
$226K - $249K
|
18K
$9.6M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5+ 0.13% |
$2.4K - $2.65K
|
3.91K
$2.09M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
908+ 39.41% |
$436K - $480K
|
3.21K
$1.71M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$8.17K - $9K
|
17
$9.07K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
360+ 5.39% |
$173K - $191K
|
7.04K
$3.75M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.89% |
$7.21K - $7.94K
|
1.7K
$905K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-231- 3.14% |
$111K - $122K
|
7.12K
$3.8M
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.2K- 6.65% |
$577K - $636K
|
16.8K
$8.99M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.37K+ 7.31% |
$1.62M - $1.78M
|
49.5K
$26.4M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.93K- 15.54% |
$1.41M - $1.55M
|
15.9K
$8.51M
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.28% |
$2.4K - $2.65K
|
1.81K
$966K
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 2.26% |
$14.4K - $15.9K
|
1.3K
$693K
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.78K+ 11.62% |
$853K - $940K
|
17.1K
$9.1M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.19K+ 8.11% |
$573K - $631K
|
15.9K
$8.48M
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
14.3K+ 677.08% |
$6.87M - $7.57M
|
16.4K
$8.75M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
53.2K+ 7.97% |
$25.6M - $28.2M
|
721K
$385M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-884- 16.56% |
$425K - $468K
|
4.45K
$2.38M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.01K- 1.16% |
$3.85M - $4.24M
|
682K
$364M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-187- 1.22% |
$89.8K - $99K
|
15.2K
$8.11M
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.19K- 1.39% |
$571K - $629K
|
84.1K
$44.9M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 5.07% |
$5.28K - $5.82K
|
228
$122K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
33.1KNew |
$15.9M - $17.5M
|
33.1K
$17.6M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
588+ 0.49% |
$282K - $311K
|
120K
$64.1M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
50+ 8.61% |
$24K - $26.5K
|
631
$337K
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.66K- 19.73% |
$795K - $876K
|
6.74K
$3.59M
|