Latest Institutional Purchases of S&P Global Inc. (SPGI)
This list provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.47K+ 222.98% |
$704K - $775K
|
2.12K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.43K+ 0.94% |
$688K - $758K
|
153K
$80M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 22.61% |
$668K - $736K
|
7.54K
$3.93M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.39KNew |
$668K - $736K
|
1.39K
$725K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 8.06% |
$658K - $725K
|
18.4K
$9.58M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.31K+ 7.06% |
$630K - $694K
|
19.9K
$10.4M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.31K+ 36.77% |
$628K - $692K
|
4.87K
$2.54M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 21.27% |
$610K - $672K
|
7.24K
$3.77M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 12.34% |
$608K - $669K
|
11.5K
$6.01M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 1.12% |
$599K - $660K
|
112K
$58.5M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 131.24% |
$573K - $631K
|
2.1K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.19K+ 10.2% |
$570K - $628K
|
12.8K
$6.69M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.18K+ 2.34% |
$564K - $622K
|
51.4K
$26.8M
|
|
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 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$529K - $583K
|
1.1K
$575K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$525K - $578K
|
1.09K
$569K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 5.83% |
$523K - $576K
|
19.8K
$10.3M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$517K - $570K
|
1.08K
$562K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07KNew |
$513K - $565K
|
1.07K
$557K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$495K - $545K
|
1.03K
$537K
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.02K+ 43.48% |
$490K - $540K
|
3.37K
$1.76M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.01K+ 16.69% |
$483K - $532K
|
7.03K
$3.67M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
986+ 0.85% |
$474K - $522K
|
116K
$60.7M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
969+ 36.73% |
$465K - $513K
|
3.61K
$1.88M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
919New |
$441K - $486K
|
919
$479K
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
881+ 9.34% |
$423K - $466K
|
10.3K
$5.38M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
865+ 19.05% |
$416K - $458K
|
5.41K
$2.82M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
858+ 102.88% |
$412K - $454K
|
1.69K
$882K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
858+ 71.26% |
$412K - $454K
|
2.06K
$1.08M
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
842+ 10.8% |
$404K - $446K
|
8.64K
$4.5M
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
801+ 12.78% |
$385K - $424K
|
7.07K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
787New |
$378K - $416K
|
787
$410K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
784+ 2.84% |
$377K - $415K
|
28.4K
$14.8M
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
757New |
$364K - $401K
|
757
$395K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
725New |
$348K - $384K
|
725
$378K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
714+ 5.92% |
$343K - $378K
|
12.8K
$6.66M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
678New |
$326K - $359K
|
678
$354K
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
671New |
$322K - $355K
|
671
$350K
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
670+ 40.07% |
$322K - $355K
|
2.34K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
648+ 2.48% |
$311K - $343K
|
26.8K
$13.9M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
646New |
$310K - $342K
|
646
$337K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
642New |
$308K - $340K
|
642
$335K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
630New |
$303K - $333K
|
630
$328K
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
605+ 6.99% |
$291K - $320K
|
9.26K
$4.83M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
584+ 411.27% |
$281K - $309K
|
726
$379K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
570+ 127.52% |
$274K - $302K
|
1.02K
$530K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
561+ 4.18% |
$269K - $297K
|
14K
$7.29M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
546New |
$262K - $289K
|
546
$285K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 96.65% |
$249K - $275K
|
1.06K
$551K
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
516+ 10.16% |
$248K - $273K
|
5.59K
$2.92M
|