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 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
842New |
$404K - $446K
|
842
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.57% |
$8.65K - $9.53K
|
683
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.03K- 2.84% |
$497K - $547K
|
35.4K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
241+ 23.0% |
$116K - $128K
|
1.29K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-102- 9.18% |
$49K - $54K
|
1.01K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.17% |
$480 - $529
|
582
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-186- 2.35% |
$89.3K - $98.4K
|
7.74K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 2.32% |
$6.24K - $6.88K
|
573
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.05K+ 19.09% |
$2.91M - $3.2M
|
37.7K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
279+ 5.0% |
$134K - $148K
|
5.86K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1- 0.24% |
$480 - $529
|
413
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 1.57% |
$1.31M - $1.44M
|
177K
$91.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.22% |
$2.4K - $2.65K
|
2.32K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.76K+ 9.56% |
$1.33M - $1.46M
|
31.7K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.24K+ 16.52% |
$2.04M - $2.24M
|
29.9K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-10- 0.36% |
$4.8K - $5.29K
|
2.77K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
195+ 6.9% |
$93.7K - $103K
|
3.02K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-19.4K- 21.4% |
$9.3M - $10.2M
|
71.1K
$36.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-37- 1.44% |
$17.8K - $19.6K
|
2.53K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
549+ 14.41% |
$264K - $291K
|
4.36K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-640- 26.62% |
$307K - $339K
|
1.76K
$916K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-398- 5.61% |
$191K - $211K
|
6.7K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 6.41% |
$1.05M - $1.16M
|
36.3K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-206- 5.28% |
$99K - $109K
|
3.7K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.16K- 3.28% |
$1.52M - $1.67M
|
93.3K
$48.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.8K+ 3.24% |
$30.2M - $33.2M
|
2M
$1.04B
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
356+ 14.22% |
$171K - $188K
|
2.86K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.15% |
$480K - $529K
|
86.2K
$44.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-24- 2.48% |
$11.5K - $12.7K
|
943
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-898- 2.09% |
$431K - $475K
|
42.1K
$21.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-729- 13.05% |
$350K - $386K
|
4.86K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
23.6K+ 9.57% |
$11.3M - $12.5M
|
270K
$140M
|
|
|
Feb 06, 2025
Q4 2024
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-9.25K- 2.05% |
$4.44M - $4.89M
|
442K
$230M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.49K+ 1.55% |
$1.2M - $1.32M
|
163K
$84.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-436- 11.82% |
$209K - $231K
|
3.25K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-93- 0.5% |
$44.7K - $49.2K
|
18.4K
$9.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
281+ 5.6% |
$135K - $149K
|
5.3K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6+ 0.2% |
$2.88K - $3.18K
|
3.03K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
14New |
$6.73K - $7.41K
|
14
$7.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
328+ 25.27% |
$158K - $174K
|
1.63K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-153- 25.8% |
$73.5K - $81K
|
440
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
368+ 0.67% |
$177K - $195K
|
55.4K
$28.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-745- 2.49% |
$358K - $394K
|
29.1K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 12.51% |
$96.6K - $106K
|
1.81K
$939K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
972+ 1.06% |
$467K - $514K
|
92.8K
$48.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-39- 2.77% |
$18.7K - $20.6K
|
1.37K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-618K- 99.8% |
$297M - $327M
|
1.24K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
388+ 1.29% |
$186K - $205K
|
30.4K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-158- 20.87% |
$75.9K - $83.6K
|
599
$311K
|