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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
945New |
$446K - $475K
|
945
$462K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
396New |
$187K - $199K
|
396
$194K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-83- 4.81% |
$39.2K - $41.7K
|
1.64K
$803K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.15% |
$2.36K - $2.51K
|
3.23K
$1.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 3.23% |
$472 - $503
|
30
$14.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
151+ 16.67% |
$71.3K - $75.9K
|
1.06K
$517K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-78.9K- 12.6% |
$37.2M - $39.7M
|
547K
$268M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-5- 0.22% |
$2.36K - $2.51K
|
2.27K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 1.13% |
$12.3K - $13.1K
|
2.33K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
109+ 2.17% |
$51.5K - $54.8K
|
5.13K
$2.51M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 1.46% |
$21.7K - $23.1K
|
3.2K
$1.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.29K- 6.6% |
$2.97M - $3.16M
|
88.9K
$43.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
221+ 7.23% |
$104K - $111K
|
3.28K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 1.07% |
$5.19K - $5.53K
|
1.04K
$507K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-149- 23.1% |
$70.3K - $74.9K
|
496
$243K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-364- 35.97% |
$172K - $183K
|
648
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-68- 45.33% |
$32.1K - $34.2K
|
82
$40.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-259- 1.44% |
$122K - $130K
|
17.7K
$8.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-41- 6.08% |
$19.4K - $20.6K
|
633
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
104+ 10.67% |
$49.1K - $52.3K
|
1.08K
$528K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
13+ 3.37% |
$6.14K - $6.54K
|
399
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.74% |
$5.19K - $5.53K
|
621
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
40+ 6.98% |
$18.9K - $20.1K
|
613
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 45.45% |
$2.36K - $2.51K
|
16
$7.82K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 18.81% |
$2.2M - $2.35M
|
29.5K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.27K+ 25.63% |
$1.54M - $1.64M
|
16K
$7.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$472 - $503
|
514
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8- 1.3% |
$3.78K - $4.02K
|
609
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 27.21% |
$18.9K - $20.1K
|
107
$52.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
514New |
$243K - $259K
|
514
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
750+ 24.58% |
$354K - $377K
|
3.8K
$1.86M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
74+ 5.43% |
$34.9K - $37.2K
|
1.44K
$702K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
315+ 14.62% |
$149K - $158K
|
2.47K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-53- 0.9% |
$25K - $26.7K
|
5.82K
$2.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16- 1.61% |
$7.55K - $8.05K
|
978
$478K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1+ 0.36% |
$472 - $503
|
279
$136K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
59+ 10.75% |
$27.9K - $29.7K
|
608
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
455+ 2.32% |
$215K - $229K
|
20.1K
$9.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 1.09% |
$27.4K - $29.2K
|
5.25K
$2.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-311- 12.72% |
$147K - $156K
|
2.13K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
158+ 5.3% |
$74.6K - $79.5K
|
3.14K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-17- 0.51% |
$8.02K - $8.55K
|
3.32K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
85+ 1.19% |
$40.1K - $42.8K
|
7.25K
$3.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.84K- 22.44% |
$2.28M - $2.43M
|
16.7K
$8.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
143+ 6.22% |
$67.5K - $71.9K
|
2.44K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.7% |
$1.42K - $1.51K
|
431
$211K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
447+ 9.91% |
$211K - $225K
|
4.96K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
488New |
$230K - $245K
|
488
$239K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
18+ 2.77% |
$8.5K - $9.05K
|
668
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
454+ 8.41% |
$214K - $228K
|
5.85K
$2.86M
|
|