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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 2.26% |
$3.68K - $4.04K
|
390
$210K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
490New |
$200K - $220K
|
490
$264K
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-2K- 3.02% |
$817K - $898K
|
64.2K
$34.6M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.39KNew |
$975K - $1.07M
|
2.39K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
15KNew |
$6.13M - $6.73M
|
15K
$8.1M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
49+ 4.12% |
$20K - $22K
|
1.24K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.44M+ 5.9% |
$586M - $644M
|
25.8M
$13.9B
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$409 - $449
|
587
$317K
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
4.8KNew |
$1.96M - $2.15M
|
4.8K
$2.59M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-21- 0.09% |
$8.58K - $9.43K
|
22.8K
$12.3M
|
|
Aug 12, 2024
Q2 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-111K- 83.74% |
$45.2M - $49.7M
|
21.5K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
452New |
$185K - $203K
|
452
$244K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-284- 65.44% |
$116K - $127K
|
150
$81K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.56K- 10.24% |
$1.05M - $1.15M
|
22.4K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-64Closed |
$26.1K - $28.7K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
7+ 0.3% |
$2.86K - $3.14K
|
2.38K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 4.18% |
$6.54K - $7.18K
|
399
$215K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$3.27K - $3.59K
|
8
$4.32K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
962+ 1.21% |
$393K - $432K
|
80.7K
$43.6M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$9.4K - $10.3K
|
23
$12.4K
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-12.1K- 84.59% |
$4.96M - $5.45M
|
2.21K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
164+ 1.78% |
$67K - $73.6K
|
9.35K
$5.05M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4New |
$1.63K - $1.8K
|
4
$2.16K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
882New |
$360K - $396K
|
882
$476K
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-700- 4.02% |
$286K - $314K
|
16.7K
$9.01M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 4.17% |
$409 - $449
|
25
$13.5K
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
500New |
$204K - $224K
|
500
$270K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
44New |
$18K - $19.8K
|
44
$23.7K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-21.1K- 28.45% |
$8.61M - $9.47M
|
53K
$28.6M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 144.44% |
$10.6K - $11.7K
|
44
$23.7K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.69KNew |
$1.92M - $2.11M
|
4.69K
$2.53M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$4.6M - $5.05M
|
11.2K
$6.07M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 95.83% |
$9.4K - $10.3K
|
1
$540
|
|
Aug 06, 2024
Q2 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.2K- 48.48% |
$1.31M - $1.44M
|
3.4K
$1.83M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-286- 30.52% |
$117K - $128K
|
651
$351K
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 12.71% |
$30.6K - $33.7K
|
515
$278K
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
430New |
$176K - $193K
|
430
$232K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
55.1KNew |
$22.5M - $24.7M
|
55.1K
$29.7M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.4KNew |
$981K - $1.08M
|
2.4K
$1.3M
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
2K+ 66.67% |
$817K - $898K
|
5K
$2.7M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 1.52% |
$4.09K - $4.49K
|
666
$359K
|
|
Aug 01, 2024
Q2 2024
|
Cypress Funds LLC
|
SELL
|
- |
-46.6K- 30.61% |
$19M - $20.9M
|
106K
$57M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-310- 98.41% |
$127K - $139K
|
5
$2.7K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
29+ 2.86% |
$11.8K - $13K
|
1.04K
$562K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-97- 8.27% |
$39.6K - $43.5K
|
1.08K
$581K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
469New |
$192K - $211K
|
469
$253K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$3.24K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 42.86% |
$1.23K - $1.35K
|
10
$5.4K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
90+ 15.99% |
$36.8K - $40.4K
|
653
$352K
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
854New |
$349K - $383K
|
854
$461K
|