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 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
612New |
$273K - $323K
|
612
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-30- 1.46% |
$13.4K - $15.8K
|
2.03K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4- 4.4% |
$1.79K - $2.11K
|
87
$47K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-86- 16.9% |
$38.4K - $45.4K
|
423
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-677- 50.45% |
$302K - $357K
|
665
$359K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-41- 14.96% |
$18.3K - $21.6K
|
233
$126K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
704New |
$314K - $371K
|
704
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-341- 0.53% |
$152K - $180K
|
64.1K
$34.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-99- 7.8% |
$44.2K - $52.2K
|
1.17K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
404New |
$180K - $213K
|
404
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$23.7K - $28K
|
53
$28.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.4% |
$893 - $1.05K
|
502
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-583- 30.18% |
$260K - $307K
|
1.35K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825+ 45.83% |
$368K - $435K
|
2.63K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 1.43% |
$4.79M - $5.65M
|
763K
$412M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.8K- 5.15% |
$6.16M - $7.28M
|
254K
$137M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-57- 91.94% |
$25.4K - $30.1K
|
5
$2.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-13- 38.24% |
$5.8K - $6.86K
|
21
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$4.02K - $4.75K
|
616
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
422New |
$188K - $223K
|
422
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
611New |
$273K - $322K
|
611
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
140+ 35.0% |
$62.5K - $73.8K
|
540
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
389New |
$174K - $205K
|
389
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$3.12K - $3.69K
|
7
$3.78K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
25+ 6.43% |
$11.2K - $13.2K
|
414
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
414New |
$185K - $218K
|
414
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.55KNew |
$694K - $820K
|
1.55K
$839K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 5.71% |
$2.68K - $3.16K
|
111
$59.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
448New |
$200K - $236K
|
448
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
407New |
$182K - $215K
|
407
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-26- 5.22% |
$11.6K - $13.7K
|
472
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2- 0.38% |
$893 - $1.05K
|
528
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 25.64% |
$22.3K - $26.4K
|
145
$78.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
405+ 71.81% |
$181K - $214K
|
969
$523K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.13% |
$893 - $1.05K
|
1.57K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 3.23% |
$446 - $527
|
32
$17.3K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 50.0% |
$134K - $158K
|
900
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.55% |
$3.57K - $4.22K
|
1.44K
$778K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
28+ 3.17% |
$12.5K - $14.8K
|
911
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.88% |
$446 - $527
|
18
$9.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-23- 30.26% |
$10.3K - $12.1K
|
53
$28.6K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 11.44% |
$10.3K - $12.1K
|
178
$96.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-141- 15.28% |
$62.9K - $74.4K
|
782
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 3.9% |
$1.34K - $1.58K
|
74
$39.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 1.9% |
$8.93K - $10.5K
|
1.03K
$557K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81+ 6.51% |
$36.2K - $42.7K
|
1.33K
$716K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
553New |
$247K - $292K
|
553
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 25.0% |
$8.93K - $10.5K
|
100
$54K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-383- 44.38% |
$171K - $202K
|
480
$259K
|