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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.13% |
$877 - $1.05K
|
1.57K
$770K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
390New |
$171K - $206K
|
390
$191K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
100+ 2.09% |
$43.8K - $52.7K
|
4.88K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 37.93% |
$9.64K - $11.6K
|
80
$39.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8New |
$3.51K - $4.22K
|
8
$3.91K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3- 4.05% |
$1.31K - $1.58K
|
71
$34.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 360.0% |
$55.2K - $66.4K
|
161
$78.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-10- 5.75% |
$4.38K - $5.27K
|
164
$80.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-46- 2.55% |
$20.2K - $24.3K
|
1.76K
$859K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.33K- 46.83% |
$1.02M - $1.23M
|
2.65K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-7- 1.56% |
$3.07K - $3.69K
|
442
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29+ 6.37% |
$12.7K - $15.3K
|
484
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$877 - $1.05K
|
6
$2.93K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 6.67% |
$438 - $527
|
16
$7.82K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41+ 3.7% |
$18K - $21.6K
|
1.15K
$562K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 6.19% |
$45.6K - $54.8K
|
1.78K
$872K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
899+ 6.65% |
$394K - $474K
|
14.4K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-1.14K- 7.81% |
$500K - $601K
|
13.5K
$6.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-84- 3.23% |
$36.8K - $44.3K
|
2.52K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
400New |
$175K - $211K
|
400
$196K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
18+ 105.88% |
$7.89K - $9.49K
|
35
$17.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
434New |
$190K - $229K
|
434
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-453- 37.78% |
$199K - $239K
|
746
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 5.75% |
$11K - $13.2K
|
410
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.45KNew |
$1.07M - $1.29M
|
2.45K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 24.07% |
$5.7K - $6.85K
|
67
$32.8K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
616+ 9.12% |
$270K - $325K
|
7.37K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 36.92% |
$10.5K - $12.7K
|
89
$43.5K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-5- 1.18% |
$2.19K - $2.64K
|
420
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
410New |
$180K - $216K
|
410
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-13- 2.65% |
$5.7K - $6.85K
|
477
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.75K - $2.11K
|
955
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
580+ 14.83% |
$254K - $306K
|
4.49K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-974- 68.59% |
$427K - $514K
|
446
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
458New |
$201K - $241K
|
458
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-67- 10.75% |
$29.4K - $35.3K
|
556
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-221- 14.02% |
$96.9K - $117K
|
1.36K
$663K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.44K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
58+ 3.39% |
$25.4K - $30.6K
|
1.77K
$864K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 27.87% |
$14.9K - $17.9K
|
156
$76.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
21New |
$9.2K - $11.1K
|
21
$10.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-476- 9.26% |
$209K - $251K
|
4.66K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-154- 6.99% |
$67.5K - $81.2K
|
2.05K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
76+ 194.87% |
$33.3K - $40.1K
|
115
$56.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 12.86% |
$3.94K - $4.75K
|
61
$29.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-22- 9.52% |
$9.64K - $11.6K
|
209
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$1.96K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.58K+ 71.94% |
$691K - $832K
|
3.77K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-56- 11.97% |
$24.5K - $29.5K
|
412
$201K
|
|