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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-27- 0.67% |
$13K - $14.3K
|
4K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-48- 9.92% |
$23.1K - $25.4K
|
436
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$2.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$3.84K - $4.23K
|
3.81K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12New |
$5.76K - $6.35K
|
12
$5.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8- 16.0% |
$3.84K - $4.23K
|
42
$20.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-50- 2.82% |
$24K - $26.5K
|
1.73K
$843K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
444New |
$213K - $235K
|
444
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.92K - $2.12K
|
22
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-40- 21.05% |
$19.2K - $21.2K
|
150
$73.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 10.09% |
$5.28K - $5.82K
|
98
$47.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.03% |
$961 - $1.06K
|
193
$94.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$978
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-100- 2.42% |
$48K - $52.9K
|
4.03K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.76KNew |
$3.24M - $3.57M
|
6.76K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.55K- 66.38% |
$746K - $822K
|
787
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
55+ 0.15% |
$26.4K - $29.1K
|
37.3K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
7+ 0.57% |
$3.36K - $3.7K
|
1.23K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
495New |
$238K - $262K
|
495
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-47- 41.96% |
$22.6K - $24.9K
|
65
$31.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
440New |
$211K - $233K
|
440
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 0.79% |
$2.88K - $3.18K
|
751
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-92- 20.31% |
$44.2K - $48.7K
|
361
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1- 0.22% |
$480 - $529
|
444
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
65+ 1.74% |
$31.2K - $34.4K
|
3.81K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 11.11% |
$480 - $529
|
8
$3.91K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
69+ 10.82% |
$33.1K - $36.5K
|
707
$346K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$200K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-68- 15.7% |
$32.7K - $36K
|
365
$178K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
7New |
$3.36K - $3.7K
|
7
$3.42K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-623K- 15.01% |
$278M - $329M
|
3.53M
$1.73B
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.49K- 8.14% |
$663K - $783K
|
16.8K
$8.19M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$495K - $585K
|
1.11K
$543K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-425- 4.1% |
$190K - $224K
|
9.94K
$4.86M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-731Closed |
$326K - $386K
|
0
$0
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-105- 17.36% |
$46.9K - $55.4K
|
500
$244K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-530Closed |
$237K - $280K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
388New |
$173K - $205K
|
388
$190K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
15+ 2.66% |
$6.69K - $7.91K
|
579
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$14.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5New |
$2.23K - $2.64K
|
5
$2.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-33.8K- 48.77% |
$15.1M - $17.8M
|
35.5K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-307K- 39.21% |
$137M - $162M
|
475K
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
10.5K+ 7869.92% |
$4.67M - $5.52M
|
10.6K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-10.4K- 15.76% |
$4.63M - $5.47M
|
55.5K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.05% |
$893 - $1.05K
|
4.08K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-101- 9.87% |
$45.1K - $53.3K
|
922
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-4.5K- 90.0% |
$2.01M - $2.37M
|
500
$244K
|
|