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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 700.0% |
$30.3K - $33.3K
|
72
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
377+ 203.78% |
$181K - $199K
|
562
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-123- 54.91% |
$59.1K - $65.1K
|
101
$52.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-19- 1.04% |
$9.13K - $10.1K
|
1.81K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 4.55% |
$1.44K - $1.59K
|
63
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
444New |
$213K - $235K
|
444
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 1.09% |
$3.84K - $4.23K
|
744
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.59K
|
1.85K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.81K+ 34.2% |
$1.35M - $1.49M
|
11K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.1% |
$480 - $529
|
1.05K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.86% |
$52.8K - $58.2K
|
6.03K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
881+ 9.34% |
$423K - $466K
|
10.3K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$16.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
986+ 0.85% |
$474K - $522K
|
116K
$60.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-27- 4.8% |
$13K - $14.3K
|
535
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$961 - $1.06K
|
11
$5.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.92K - $2.12K
|
22
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-47- 0.72% |
$22.6K - $24.9K
|
6.48K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143+ 3.77% |
$68.7K - $75.7K
|
3.93K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.53K- 53.23% |
$2.66M - $2.93M
|
4.86K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.39% |
$4.8K - $5.29K
|
2.57K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$529K - $583K
|
1.1K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$480 - $529
|
995
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
671New |
$322K - $355K
|
671
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
516+ 10.16% |
$248K - $273K
|
5.59K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-83- 39.52% |
$39.9K - $43.9K
|
127
$66.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 4.31% |
$64.8K - $71.4K
|
3.27K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.6K+ 4.34% |
$3.17M - $3.49M
|
159K
$82.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.73KNew |
$833K - $918K
|
1.73K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-160- 9.16% |
$76.9K - $84.7K
|
1.59K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 6.76% |
$62K - $68.3K
|
2.04K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-318- 5.14% |
$153K - $168K
|
5.87K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.1% |
$961 - $1.06K
|
2.02K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
56+ 7.75% |
$26.9K - $29.6K
|
779
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 0.11% |
$44.2K - $48.7K
|
80.8K
$42.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9- 1.97% |
$4.32K - $4.76K
|
447
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.08K- 30.72% |
$517K - $569K
|
2.43K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-70- 1.28% |
$33.6K - $37K
|
5.38K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-40- 21.05% |
$19.2K - $21.2K
|
150
$78.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-69- 2.82% |
$33.1K - $36.5K
|
2.38K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8New |
$3.84K - $4.23K
|
8
$4.17K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5+ 5.26% |
$2.4K - $2.65K
|
100
$52.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.13K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
17+ 2.89% |
$8.17K - $9K
|
606
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 2.57% |
$16.8K - $18.5K
|
1.33K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-205- 1.25% |
$98.5K - $108K
|
16.3K
$8.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
459+ 0.55% |
$220K - $243K
|
84.3K
$44M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.2% |
$114K - $126K
|
119K
$61.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-24- 15.69% |
$11.5K - $12.7K
|
129
$67.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.9K- 67.7% |
$9.57M - $10.5M
|
9.51K
$4.96M
|