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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.3K+ 163.34% |
$7.33M - $8.08M
|
24.6K
$12.8M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-48- 9.92% |
$23.1K - $25.4K
|
436
$227K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
678New |
$326K - $359K
|
678
$354K
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.73% |
$2.4K - $2.65K
|
694
$362K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.12% |
$2.88K - $3.18K
|
4.96K
$2.59M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 2.36% |
$24K - $26.5K
|
2.07K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1K- 2.69% |
$480K - $529K
|
36.2K
$18.9M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 5.69% |
$14.9K - $16.4K
|
576
$300K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
196+ 2.11% |
$94.2K - $104K
|
9.49K
$4.95M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.05% |
$35.1K - $38.6K
|
7.03K
$3.66M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
211New |
$101K - $112K
|
211
$110K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-113- 2.07% |
$54.3K - $59.8K
|
5.35K
$2.79M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-809- 14.09% |
$389K - $428K
|
4.93K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
150+ 81.08% |
$72.1K - $79.4K
|
335
$175K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 0.91% |
$58.6K - $64.6K
|
13.5K
$7.04M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 2.38% |
$21.1K - $23.3K
|
1.8K
$941K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
147+ 5.82% |
$70.6K - $77.8K
|
2.67K
$1.39M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$495K - $545K
|
1.03K
$537K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 5.74% |
$20.2K - $22.2K
|
774
$404K
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.15KNew |
$1.51M - $1.67M
|
3.15K
$1.64M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
14+ 1.74% |
$6.73K - $7.41K
|
819
$427K
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-54- 2.87% |
$25.9K - $28.6K
|
1.83K
$954K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.56K+ 159.32% |
$747K - $823K
|
2.53K
$1.32M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.85K+ 363.67% |
$3.77M - $4.15M
|
10K
$5.22M
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 3.78% |
$83.1K - $91.5K
|
4.74K
$2.47M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
185+ 2.06% |
$88.9K - $97.9K
|
9.15K
$4.77M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
51+ 2.95% |
$24.5K - $27K
|
1.78K
$929K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-78- 11.06% |
$37.5K - $41.3K
|
627
$327K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-23- 0.13% |
$11K - $12.2K
|
17.9K
$9.32M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 2.0% |
$9.13K - $10.1K
|
969
$505K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-20- 3.72% |
$9.61K - $10.6K
|
517
$270K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.9K+ 26.1% |
$2.36M - $2.6M
|
23.7K
$12.4M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-19- 1.45% |
$9.13K - $10.1K
|
1.29K
$675K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.11K+ 92.12% |
$533K - $587K
|
2.32K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
57+ 7.54% |
$27.4K - $30.2K
|
813
$424K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
646New |
$310K - $342K
|
646
$337K
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-27- 1.64% |
$13K - $14.3K
|
1.62K
$847K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
206+ 34.45% |
$99K - $109K
|
804
$419K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-772- 1.05% |
$371K - $409K
|
72.5K
$37.8M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 620.0% |
$14.9K - $16.4K
|
36
$18.8K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-184- 2.35% |
$88.4K - $97.4K
|
7.64K
$3.98M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 1.04% |
$480 - $529
|
95
$49.5K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.94K- 86.38% |
$3.81M - $4.2M
|
1.25K
$652K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 2.94% |
$3.36K - $3.7K
|
245
$128K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 1.14% |
$8.17K - $9K
|
1.51K
$787K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-206- 0.99% |
$99K - $109K
|
20.7K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.27% |
$16.3K - $18K
|
1.53K
$797K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$12K - $13.2K
|
5.57K
$2.9M
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-133- 3.09% |
$63.9K - $70.4K
|
4.17K
$2.17M
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-430- 11.98% |
$207K - $228K
|
3.16K
$1.65M
|