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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
998New |
$445K - $526K
|
998
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
987New |
$441K - $521K
|
987
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
947+ 91.23% |
$423K - $499K
|
1.99K
$971K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
929+ 9.88% |
$415K - $490K
|
10.3K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
885New |
$395K - $467K
|
885
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
800New |
$357K - $422K
|
800
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
758+ 63.97% |
$338K - $400K
|
1.94K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
689New |
$308K - $363K
|
689
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
659+ 6.89% |
$294K - $348K
|
10.2K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
612New |
$273K - $323K
|
612
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
PUT |
500New |
$223K - $264K
|
500
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
500New |
$223K - $264K
|
500
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
466New |
$208K - $246K
|
466
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
430New |
$192K - $227K
|
430
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
427New |
$191K - $225K
|
427
$209K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
426New |
$190K - $225K
|
426
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
422New |
$188K - $223K
|
422
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
416New |
$186K - $219K
|
416
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
414New |
$185K - $218K
|
414
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
413New |
$184K - $218K
|
413
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
411New |
$183K - $217K
|
411
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
407New |
$182K - $215K
|
407
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
399New |
$178K - $210K
|
399
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
391+ 1.75% |
$175K - $206K
|
22.7K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
389New |
$174K - $205K
|
389
$190K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
388New |
$173K - $205K
|
388
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
309New |
$138K - $163K
|
309
$151K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 50.0% |
$134K - $158K
|
900
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
244+ 22.22% |
$109K - $129K
|
1.34K
$656K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
190+ 25.33% |
$84.8K - $100K
|
940
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
140+ 35.0% |
$62.5K - $73.8K
|
540
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
80+ 10.44% |
$35.7K - $42.2K
|
846
$414K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
76+ 2.42% |
$33.9K - $40.1K
|
3.22K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 319.05% |
$29.9K - $35.3K
|
88
$43K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.39% |
$25.4K - $30.1K
|
4.17K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
56New |
$25K - $29.5K
|
56
$27.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$23.7K - $28K
|
53
$25.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
47+ 8.74% |
$21K - $24.8K
|
585
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
36New |
$16.1K - $19K
|
36
$17.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
32New |
$14.3K - $16.9K
|
32
$15.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30New |
$13.4K - $15.8K
|
30
$14.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
30+ 6.11% |
$13.4K - $15.8K
|
521
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
27+ 2.81% |
$12.1K - $14.2K
|
988
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27+ 77.14% |
$12.1K - $14.2K
|
62
$30.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
25+ 6.43% |
$11.2K - $13.2K
|
414
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25+ 4.2% |
$11.2K - $13.2K
|
620
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 20.56% |
$9.82K - $11.6K
|
129
$63.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$9.82K - $11.6K
|
22
$10.8K
|
|