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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.55K+ 30.24% |
$751K - $873K
|
6.67K
$3.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Trb Advisors LP
New York, NY |
BUY
|
- |
10KNew |
$4.85M - $5.64M
|
10K
$4.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-245- 8.61% |
$119K - $138K
|
2.6K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.13K- 5.91% |
$1.03M - $1.2M
|
33.9K
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
17K+ 32.77% |
$8.24M - $9.59M
|
68.9K
$33.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
636+ 120.45% |
$308K - $359K
|
1.16K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-812- 1.77% |
$394K - $458K
|
45.1K
$22.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-468- 14.96% |
$227K - $264K
|
2.66K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56+ 14.29% |
$27.2K - $31.6K
|
448
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
860New |
$417K - $485K
|
860
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2- 0.03% |
$970 - $1.13K
|
6.14K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
83+ 11.74% |
$40.3K - $46.8K
|
790
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
920New |
$446K - $519K
|
920
$450K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-57- 0.26% |
$27.6K - $32.2K
|
21.5K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-158- 51.3% |
$76.6K - $89.1K
|
150
$73.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
325+ 295.45% |
$158K - $183K
|
435
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
68+ 8.16% |
$33K - $38.4K
|
901
$441K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
88+ 2.22% |
$42.7K - $49.6K
|
4.06K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
63.7K+ 28.62% |
$30.9M - $35.9M
|
286K
$140M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-25- 3.68% |
$12.1K - $14.1K
|
654
$320K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-25.5K- 5.15% |
$12.4M - $14.4M
|
470K
$230M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.79K+ 11.86% |
$867K - $1.01M
|
16.9K
$8.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
62+ 12.81% |
$30.1K - $35K
|
546
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-34- 1.33% |
$16.5K - $19.2K
|
2.53K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11- 1.17% |
$5.33K - $6.21K
|
932
$456K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-4.32K- 14.96% |
$2.09M - $2.44M
|
24.5K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
691+ 2.25% |
$335K - $390K
|
31.4K
$15.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-723- 48.72% |
$351K - $408K
|
761
$372K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-114- 12.51% |
$55.3K - $64.3K
|
797
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 2.77% |
$3.39K - $3.95K
|
246
$120K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 0.82% |
$3.88K - $4.51K
|
971
$475K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
431New |
$209K - $243K
|
431
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.41% |
$3.88K - $4.51K
|
1.96K
$956K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 2.89% |
$9.7K - $11.3K
|
712
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-386- 2.7% |
$187K - $218K
|
13.9K
$6.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2New |
$970 - $1.13K
|
2
$978
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-11.9K- 9.53% |
$5.79M - $6.73M
|
113K
$55.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
136+ 14.04% |
$66K - $76.7K
|
1.11K
$540K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
614+ 35.8% |
$298K - $346K
|
2.33K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 1.63% |
$10.7K - $12.4K
|
1.33K
$650K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.92K+ 2.42% |
$930K - $1.08M
|
81.2K
$39.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-29- 1.59% |
$14.1K - $16.4K
|
1.79K
$876K
|
|
|
Oct 30, 2025
Q3 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
SELL
|
- |
-85.1K- 61.53% |
$41.3M - $48M
|
53.2K
$26M
|
|
|
Oct 30, 2025
Q3 2025
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-19.2K- 1.09% |
$9.31M - $10.8M
|
1.74M
$852M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.97K- 5.25% |
$957K - $1.11M
|
35.6K
$17.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-16.9K- 13.62% |
$8.21M - $9.55M
|
107K
$52.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
411New |
$199K - $232K
|
411
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.98K- 11.42% |
$961K - $1.12M
|
15.4K
$7.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-124- 5.31% |
$60.1K - $70K
|
2.21K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.48K+ 131.23% |
$715K - $832K
|
2.6K
$1.27M
|
|