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 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 9.92% |
$24K - $26.5K
|
554
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-247K- 19.62% |
$119M - $131M
|
1.01M
$528M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3+ 0.24% |
$1.44K - $1.59K
|
1.26K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.24K- 3.44% |
$3M - $3.3M
|
175K
$91.3M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-27- 4.96% |
$13K - $14.3K
|
517
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 7.17% |
$55.2K - $60.9K
|
1.49K
$777K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 10.09% |
$5.28K - $5.82K
|
98
$51.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
114+ 4.18% |
$54.8K - $60.3K
|
2.84K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.15% |
$480 - $529
|
670
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6+ 0.94% |
$2.88K - $3.18K
|
641
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 21.27% |
$610K - $672K
|
7.24K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 3.33% |
$7.21K - $7.94K
|
465
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-170- 17.71% |
$81.7K - $90K
|
790
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.39KNew |
$668K - $736K
|
1.39K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-17- 2.46% |
$8.17K - $9K
|
674
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-51- 9.5% |
$24.5K - $27K
|
486
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
143+ 4.71% |
$68.7K - $75.7K
|
3.18K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 1.95% |
$8.65K - $9.53K
|
905
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-50- 3.96% |
$24K - $26.5K
|
1.21K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-3.7K- 15.8% |
$1.77M - $1.96M
|
19.7K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
73+ 13.59% |
$35.1K - $38.6K
|
610
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 13.76% |
$48K - $52.9K
|
827
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
26+ 1.73% |
$12.5K - $13.8K
|
1.53K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
27+ 1.15% |
$13K - $14.3K
|
2.38K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
74+ 5.44% |
$35.5K - $39.2K
|
1.43K
$748K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-58- 1.94% |
$27.9K - $30.7K
|
2.93K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-10- 0.43% |
$4.8K - $5.29K
|
2.34K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
43+ 1.37% |
$20.7K - $22.8K
|
3.19K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 1.35% |
$7.69K - $8.47K
|
1.2K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
144+ 1.87% |
$69.2K - $76.2K
|
7.83K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-292- 2.05% |
$140K - $155K
|
13.9K
$7.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-614- 3.52% |
$295K - $325K
|
16.8K
$8.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
858+ 71.26% |
$412K - $454K
|
2.06K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.46K- 11.13% |
$1.18M - $1.3M
|
19.6K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.72% |
$1.44K - $1.59K
|
421
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1- 0.07% |
$480 - $529
|
1.45K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
13KNew |
$6.27M - $6.91M
|
13K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.03% |
$961 - $1.06K
|
193
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
225+ 2.2% |
$108K - $119K
|
10.5K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.25K+ 10.75% |
$1.08M - $1.19M
|
23.2K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.3% |
$9.61K - $10.6K
|
6.71K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 24.37% |
$46.1K - $50.8K
|
490
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.32K- 5.99% |
$634K - $699K
|
20.7K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-100- 2.42% |
$48K - $52.9K
|
4.03K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.3% |
$16.8K - $18.5K
|
11.8K
$6.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.09% |
$961 - $1.06K
|
2.17K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
110+ 3.07% |
$52.8K - $58.2K
|
3.69K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
93+ 0.73% |
$44.7K - $49.2K
|
12.8K
$6.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.94K- 5.23% |
$2.37M - $2.61M
|
89.5K
$46.7M
|