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 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
52+ 3.87% |
$25K - $27.5K
|
1.4K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
225+ 37.82% |
$108K - $119K
|
820
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
87+ 4.6% |
$41.8K - $46K
|
1.98K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 6.69% |
$43.2K - $47.6K
|
1.44K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
119+ 15.58% |
$57.2K - $63K
|
883
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.52% |
$12.5K - $13.8K
|
5.03K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
101+ 17.47% |
$48.5K - $53.4K
|
679
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-20.5K- 4.72% |
$9.87M - $10.9M
|
415K
$216M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 0.49% |
$9.61K - $10.6K
|
4.03K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-93- 11.31% |
$44.7K - $49.2K
|
729
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
68.1K+ 22.7% |
$32.7M - $36M
|
368K
$192M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
153+ 5.02% |
$73.5K - $81K
|
3.2K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-334- 2.34% |
$160K - $177K
|
13.9K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
294KNew |
$141M - $156M
|
294K
$153M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 3.58% |
$13.9K - $15.3K
|
838
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 131.24% |
$573K - $631K
|
2.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-21- 1.51% |
$10.1K - $11.1K
|
1.37K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.92K- 9.19% |
$1.4M - $1.54M
|
28.8K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$517K - $570K
|
1.08K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
1.9K+ 0.88% |
$912K - $1M
|
217K
$113M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-9- 0.22% |
$4.32K - $4.76K
|
4.1K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.43K- 99.92% |
$1.17M - $1.29M
|
2
$1.04K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-206- 5.5% |
$99K - $109K
|
3.54K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-588- 3.29% |
$282K - $311K
|
17.3K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8- 16.0% |
$3.84K - $4.23K
|
42
$21.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
433+ 19.43% |
$208K - $229K
|
2.66K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.31K+ 7.06% |
$630K - $694K
|
19.9K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
363+ 15.98% |
$174K - $192K
|
2.64K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 4.83% |
$23.1K - $25.4K
|
1.04K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-148- 10.41% |
$71.1K - $78.3K
|
1.27K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 0.99% |
$2.4K - $2.65K
|
498
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-162- 1.22% |
$77.8K - $85.7K
|
13.1K
$6.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 1.3% |
$2.88K - $3.18K
|
457
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-50- 2.82% |
$24K - $26.5K
|
1.73K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9- 0.13% |
$4.32K - $4.76K
|
6.95K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-287- 2.08% |
$138K - $152K
|
13.5K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
329+ 33.74% |
$158K - $174K
|
1.3K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
88+ 6.61% |
$42.3K - $46.6K
|
1.42K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-57- 3.73% |
$27.4K - $30.2K
|
1.47K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-157- 3.37% |
$75.4K - $83.1K
|
4.51K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 4.76% |
$3.36K - $3.7K
|
154
$80.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 11.14% |
$1.37M - $1.51M
|
28.5K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-29- 1.34% |
$13.9K - $15.3K
|
2.13K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
249K+ 52.89% |
$120M - $132M
|
721K
$376M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$1.18M - $1.3M
|
2.46K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3- 0.03% |
$1.44K - $1.59K
|
10.6K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
13+ 1.56% |
$6.24K - $6.88K
|
849
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$480 - $529
|
530
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
110+ 22.27% |
$52.8K - $58.2K
|
604
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 11.59% |
$27.4K - $30.2K
|
435
$227K
|