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 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.59% |
$1.26K - $1.38K
|
508
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-90- 50.0% |
$37.7K - $41.4K
|
90
$48.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-208- 50.98% |
$87K - $95.6K
|
200
$108K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
474New |
$198K - $218K
|
474
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
928New |
$388K - $427K
|
928
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1.6K- 29.63% |
$670K - $736K
|
3.8K
$2.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117New |
$49K - $53.8K
|
117
$63.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.14% |
$418 - $460
|
709
$385K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-1.7K- 77.63% |
$711K - $782K
|
490
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
31.1KNew |
$13M - $14.3M
|
31.1K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
6.03K+ 27.11% |
$2.52M - $2.77M
|
28.2K
$15.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
42New |
$17.6K - $19.3K
|
42
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-58- 22.83% |
$24.3K - $26.7K
|
196
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
304New |
$127K - $140K
|
304
$165K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-571- 15.3% |
$239K - $263K
|
3.16K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$670K - $736K
|
100
$54.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
76.9KNew |
$32.2M - $35.4M
|
76.9K
$41.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$4.18K - $4.6K
|
10
$5.42K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
98+ 3.15% |
$41K - $45.1K
|
3.21K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 200.0% |
$8.37K - $9.19K
|
30
$16.3K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
12.3KNew |
$5.16M - $5.67M
|
12.3K
$6.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.19% |
$418 - $460
|
519
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
511New |
$214K - $235K
|
511
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
533+ 114.13% |
$223K - $245K
|
1K
$542K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-75.5K- 66.12% |
$31.6M - $34.7M
|
38.7K
$21M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
24+ 9.6% |
$10K - $11K
|
274
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-38- 4.15% |
$15.9K - $17.5K
|
878
$476K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-456- 6.1% |
$191K - $210K
|
7.02K
$3.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 23.08% |
$3.77K - $4.14K
|
30
$16.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Trb Advisors LP
New York, NY |
BUY
|
- |
35KNew |
$14.6M - $16.1M
|
35K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
59.9K+ 32.32% |
$25M - $27.5M
|
245K
$133M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$418 - $460
|
680
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-103- 85.12% |
$43.1K - $47.4K
|
18
$9.76K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$467K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$418 - $460
|
5
$2.71K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.35K+ 434.55% |
$1.4M - $1.54M
|
4.12K
$2.23M
|
|
| Q4 2023 | |||||||
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
10KNew |
$3.42M - $4.42M
|
10K
$5.42M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-28Closed |
$9.59K - $12.4K
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$4.79K - $6.19K
|
14
$7.59K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-120- 46.15% |
$41.1K - $53K
|
140
$75.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$2.05K - $2.65K
|
6
$3.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
40New |
$13.7K - $17.7K
|
40
$21.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
70New |
$24K - $30.9K
|
70
$38K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
565New |
$194K - $250K
|
565
$306K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
72+ 144.0% |
$24.7K - $31.8K
|
122
$66.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.67K- 62.04% |
$1.26M - $1.62M
|
2.25K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
888New |
$304K - $392K
|
888
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
105New |
$36K - $46.4K
|
105
$56.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-250- 0.27% |
$85.6K - $110K
|
93.5K
$50.7M
|
|