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 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
408New |
$196K - $216K
|
408
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
78+ 11.59% |
$37.5K - $41.3K
|
751
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-562- 18.16% |
$270K - $297K
|
2.53K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
137+ 3.82% |
$65.8K - $72.5K
|
3.72K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-24- 0.68% |
$11.5K - $12.7K
|
3.53K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
65+ 1.74% |
$31.2K - $34.4K
|
3.81K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.73K - $7.41K
|
1.9K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.15% |
$3.84K - $4.23K
|
688
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 20.83% |
$12K - $13.2K
|
145
$78.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 9.84% |
$2.88K - $3.18K
|
55
$29.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-28- 3.56% |
$13.5K - $14.8K
|
758
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 11.11% |
$480 - $529
|
8
$4.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-44- 3.86% |
$21.1K - $23.3K
|
1.1K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7+ 0.3% |
$3.36K - $3.7K
|
2.31K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18+ 1.79% |
$8.65K - $9.53K
|
1.02K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 2.4% |
$11.5K - $12.7K
|
975
$526K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
177+ 26.54% |
$85K - $93.7K
|
844
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.1% |
$40.8K - $45K
|
84.5K
$45.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 2.98% |
$4.8K - $5.29K
|
326
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-18- 5.64% |
$8.65K - $9.53K
|
301
$162K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
570+ 127.52% |
$274K - $302K
|
1.02K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
69+ 10.82% |
$33.1K - $36.5K
|
707
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 7.14% |
$480 - $529
|
13
$7.02K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
473New |
$227K - $250K
|
473
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.38% |
$480 - $529
|
263
$142K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-17- 1.45% |
$8.17K - $9K
|
1.16K
$624K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-46- 2.18% |
$22.1K - $24.3K
|
2.06K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
189+ 6.58% |
$90.8K - $100K
|
3.06K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
204+ 19.37% |
$98K - $108K
|
1.26K
$678K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
393+ 0.69% |
$189K - $208K
|
57.3K
$30.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-466K- 99.81% |
$224M - $247M
|
897
$484K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-91- 8.05% |
$43.7K - $48.2K
|
1.04K
$561K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-498- 14.31% |
$239K - $264K
|
2.98K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26+ 32.1% |
$12.5K - $13.8K
|
107
$57.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-68- 15.7% |
$32.7K - $36K
|
365
$197K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 3.9% |
$13.5K - $14.8K
|
746
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-581- 34.4% |
$279K - $307K
|
1.11K
$598K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.77% |
$8.65K - $9.53K
|
1.04K
$559K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 2.17% |
$1.92K - $2.12K
|
180
$97.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$480 - $529
|
14.7K
$7.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
801+ 12.78% |
$385K - $424K
|
7.07K
$3.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
225K+ 52.0% |
$108M - $119M
|
659K
$356M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-173- 7.91% |
$83.1K - $91.5K
|
2.02K
$1.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.99% |
$2.88K - $3.18K
|
612
$330K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.78K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.78K- 33.98% |
$1.82M - $2M
|
7.34K
$3.96M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-268- 10.08% |
$129K - $142K
|
2.39K
$1.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.47K- 1.59% |
$1.19M - $1.31M
|
153K
$82.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183+ 52.29% |
$87.9K - $96.8K
|
533
$288K
|