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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
271+ 32.97% |
$130K - $147K
|
1.09K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
422New |
$202K - $229K
|
422
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-95- 5.38% |
$45.4K - $51.7K
|
1.67K
$817K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-135- 18.62% |
$64.6K - $73.4K
|
590
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 23.72% |
$82.3K - $93.5K
|
553
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-100- 8.24% |
$47.8K - $54.4K
|
1.11K
$545K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81- 10.36% |
$38.7K - $44K
|
701
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.47% |
$4.78K - $5.44K
|
2.11K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.87% |
$2.39K - $2.72K
|
571
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
532+ 97.26% |
$254K - $289K
|
1.08K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 1.36% |
$9.57K - $10.9K
|
1.5K
$731K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
369+ 12.06% |
$176K - $201K
|
3.43K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
532New |
$254K - $289K
|
532
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.38% |
$1.43K - $1.63K
|
787
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-28- 3.07% |
$13.4K - $15.2K
|
883
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-44- 5.01% |
$21K - $23.9K
|
834
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$5.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.22% |
$3.83K - $4.35K
|
3.7K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 6.35% |
$1.91K - $2.18K
|
59
$28.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
28.2KNew |
$13.5M - $15.3M
|
28.2K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 4.49% |
$3.83K - $4.35K
|
170
$83.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
1.74KNew |
$831K - $945K
|
1.74K
$850K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-656- 59.53% |
$314K - $357K
|
446
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $13.6K
|
8.25K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-592- 3.39% |
$283K - $322K
|
16.9K
$8.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 5.41% |
$2.87K - $3.26K
|
105
$51.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29- 0.61% |
$13.9K - $15.8K
|
4.73K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
37New |
$17.7K - $20.1K
|
37
$18.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-42- 7.43% |
$20.1K - $22.8K
|
523
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 2.05% |
$9.57K - $10.9K
|
995
$487K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
411+ 13.78% |
$197K - $223K
|
3.39K
$1.66M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$196K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.7K - $7.61K
|
1.91K
$936K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-30- 2.92% |
$14.4K - $15.9K
|
997
$487K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.21K+ 470.04% |
$580K - $639K
|
1.47K
$716K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-5.21K- 40.69% |
$2.5M - $2.76M
|
7.59K
$3.71M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-42.7K- 54.68% |
$20.5M - $22.6M
|
35.4K
$17.3M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.47K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13- 1.01% |
$6.24K - $6.88K
|
1.27K
$621K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.86KNew |
$1.85M - $2.04M
|
3.86K
$1.88M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.47K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
714New |
$343K - $378K
|
714
$349K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.47K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19New |
$9.13K - $10.1K
|
19
$9.29K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
549New |
$264K - $291K
|
549
$268K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.04K- 89.92% |
$3.38M - $3.73M
|
789
$386K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
486New |
$233K - $257K
|
486
$238K
|
|