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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-36- 1.52% |
$17.3K - $19.1K
|
2.34K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-85- 20.33% |
$40.8K - $45K
|
333
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
451+ 7.52% |
$217K - $239K
|
6.45K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.67% |
$1.92K - $2.12K
|
597
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
546+ 1.14% |
$262K - $289K
|
48.3K
$25M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-78- 0.41% |
$37.5K - $41.3K
|
19.1K
$9.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
160+ 12.62% |
$76.9K - $84.7K
|
1.43K
$741K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-78- 6.58% |
$37.5K - $41.3K
|
1.11K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-16.1K- 4.66% |
$7.73M - $8.52M
|
329K
$171M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.31% |
$9.13K - $10.1K
|
1.47K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
99+ 5.13% |
$47.6K - $52.4K
|
2.03K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 2.31% |
$5.28K - $5.82K
|
487
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
116+ 17.79% |
$55.7K - $61.4K
|
768
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-14- 1.38% |
$6.73K - $7.41K
|
1K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$192K - $212K
|
400
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$7.21K - $7.94K
|
15
$7.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
8.67KNew |
$4.16M - $4.59M
|
8.67K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-120K- 12.32% |
$57.6M - $63.4M
|
853K
$443M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14KNew |
$6.72M - $7.4M
|
14K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
361KNew |
$173M - $191M
|
361K
$187M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13- 1.01% |
$6.24K - $6.88K
|
1.27K
$660K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
584+ 411.27% |
$281K - $309K
|
726
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
784+ 2.84% |
$377K - $415K
|
28.4K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-222- 2.55% |
$107K - $117K
|
8.5K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
60New |
$28.8K - $31.8K
|
60
$31.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.46% |
$1.44K - $1.59K
|
649
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.31K- 2.43% |
$1.11M - $1.22M
|
92.8K
$48.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 0.71% |
$193K - $212K
|
57K
$29.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-437- 0.39% |
$210K - $231K
|
111K
$57.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 12.34% |
$608K - $669K
|
11.5K
$5.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-83- 8.02% |
$39.9K - $43.9K
|
952
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-484- 8.69% |
$232K - $256K
|
5.09K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.71K- 9.15% |
$1.78M - $1.96M
|
36.8K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-109- 4.31% |
$52.4K - $57.7K
|
2.42K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-90- 15.6% |
$43.2K - $47.6K
|
487
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
132+ 6.32% |
$63.4K - $69.9K
|
2.22K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
212+ 6.95% |
$102K - $112K
|
3.26K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-652- 25.55% |
$313K - $345K
|
1.9K
$986K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.51K- 0.34% |
$727K - $801K
|
446K
$231M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9- 0.59% |
$4.32K - $4.76K
|
1.53K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
52+ 2.58% |
$25K - $27.5K
|
2.07K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07KNew |
$513K - $565K
|
1.07K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
337New |
$162K - $178K
|
337
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 1.27% |
$3.36K - $3.7K
|
543
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 15.44% |
$90.8K - $100K
|
1.41K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-316- 3.75% |
$152K - $167K
|
8.11K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
119+ 1.58% |
$57.2K - $63K
|
7.63K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-323- 1.9% |
$155K - $171K
|
16.7K
$8.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-45- 0.52% |
$21.6K - $23.8K
|
8.55K
$4.44M
|