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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$7.62K - $9K
|
21
$10.5K
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-35- 0.31% |
$12.7K - $15K
|
11.4K
$5.68M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 68.75% |
$3.99K - $4.71K
|
5
$2.49K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281New |
$102K - $120K
|
281
$140K
|
|
Q2 2023 | |||||||
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$23K - $27.3K
|
295
$147K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-22- 2.59% |
$7.45K - $8.82K
|
826
$411K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.3K- 54.61% |
$4.85M - $5.74M
|
11.9K
$5.92M
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3Closed |
$1.02K - $1.2K
|
0
$0
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.62K+ 68.01% |
$889K - $1.05M
|
6.48K
$3.23M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
215New |
$72.8K - $86.2K
|
215
$107K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
504New |
$171K - $202K
|
504
$251K
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
780New |
$264K - $313K
|
780
$388K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40.9KNew |
$13.9M - $16.4M
|
40.9K
$20.4M
|
|
Aug 14, 2023
Q2 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$5.46M - $6.46M
|
16.1K
$8.02M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14- 56.0% |
$4.74K - $5.61K
|
11
$5.48K
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
6.81KNew |
$2.31M - $2.73M
|
6.81K
$3.39M
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-59.6K- 60.57% |
$20.2M - $23.9M
|
38.8K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.7KNew |
$2.95M - $3.49M
|
8.7K
$4.33M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$13.6K - $16K
|
40
$19.9K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 1.43% |
$20K - $23.7K
|
4.07K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-448- 21.36% |
$152K - $180K
|
1.65K
$821K
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
1.5K+ 34.09% |
$508K - $601K
|
5.9K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
1KNew |
$339K - $401K
|
1K
$498K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-64.5K- 99.03% |
$21.8M - $25.8M
|
630
$314K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14- 0.96% |
$4.74K - $5.61K
|
1.44K
$715K
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-974- 3.11% |
$330K - $390K
|
30.4K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
3.21KNew |
$1.09M - $1.29M
|
3.21K
$1.6M
|
|
Aug 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
6.38KNew |
$2.16M - $2.56M
|
6.38K
$3.17M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-69- 10.53% |
$23.4K - $27.7K
|
586
$292K
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.65K- 78.73% |
$898K - $1.06M
|
716
$356K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.13K+ 68.78% |
$1.4M - $1.66M
|
10.1K
$5.04M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
350New |
$119K - $140K
|
350
$174K
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.02K- 16.23% |
$346K - $409K
|
5.27K
$2.62M
|
|
Aug 11, 2023
Q2 2023
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-70.9K- 62.58% |
$24M - $28.4M
|
42.4K
$21.1M
|
|
Aug 11, 2023
Q2 2023
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-60K- 26.67% |
$20.3M - $24.1M
|
165K
$82.2M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
812+ 35.06% |
$275K - $326K
|
3.13K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
5.95KNew |
$2.02M - $2.39M
|
5.95K
$2.96M
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-62- 6.45% |
$21K - $24.9K
|
899
$448K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
48.2K+ 28.58% |
$16.3M - $19.3M
|
217K
$108M
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-152- 4.98% |
$51.5K - $60.9K
|
2.9K
$1.44M
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
576New |
$195K - $231K
|
576
$287K
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
550New |
$186K - $220K
|
550
$274K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
103New |
$34.9K - $41.3K
|
103
$51.3K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-13- 2.18% |
$4.4K - $5.21K
|
584
$291K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.09K- 7.57% |
$369K - $437K
|
13.3K
$6.62M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25- 1.44% |
$8.47K - $10K
|
1.71K
$849K
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
516New |
$175K - $207K
|
516
$257K
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-555- 1.36% |
$188K - $222K
|
40.2K
$20M
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-2.61K- 29.78% |
$884K - $1.05M
|
6.15K
$3.06M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$2.03K - $2.41K
|
6
$2.99K
|