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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-834- 5.7% |
$399K - $454K
|
13.8K
$7M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
59+ 4.87% |
$28.2K - $32.1K
|
1.27K
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
370+ 11.69% |
$177K - $201K
|
3.54K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1+ 0.04% |
$478 - $544
|
2.33K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
238+ 46.58% |
$114K - $129K
|
749
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
33+ 5.12% |
$15.8K - $17.9K
|
677
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.34% |
$9.57K - $10.9K
|
833
$423K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 2.07% |
$11K - $12.5K
|
1.13K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
163+ 3.08% |
$78K - $88.6K
|
5.46K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 2.75% |
$23.9K - $27.2K
|
1.87K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-53- 2.14% |
$25.3K - $28.8K
|
2.42K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.42% |
$2.87K - $3.26K
|
1.45K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-41- 1.16% |
$19.6K - $22.3K
|
3.49K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.05% |
$2.39K - $2.72K
|
10K
$5.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 8.99% |
$484K - $550K
|
12.3K
$6.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
48+ 0.22% |
$23K - $26.1K
|
22K
$11.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.21KNew |
$579K - $658K
|
1.21K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.2% |
$478 - $544
|
507
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-93- 0.89% |
$44.5K - $50.6K
|
10.4K
$5.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-415- 11.14% |
$198K - $226K
|
3.31K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 25.0% |
$957 - $1.09K
|
10
$5.08K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$13.9K - $15.8K
|
29
$14.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-18- 2.97% |
$8.61K - $9.79K
|
589
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
185+ 12.66% |
$88.5K - $101K
|
1.65K
$836K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
1.74KNew |
$831K - $945K
|
1.74K
$883K
|
|
|
Apr 10, 2025
Q1 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
12.9KNew |
$6.17M - $7.02M
|
12.9K
$6.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-685- 4.63% |
$328K - $372K
|
14.1K
$7.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
40+ 3.6% |
$19.1K - $21.8K
|
1.15K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
405+ 1306.45% |
$194K - $220K
|
436
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
664New |
$318K - $361K
|
664
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.67% |
$3.35K - $3.81K
|
1.06K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 5.33% |
$1.91K - $2.18K
|
71
$36.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2- 0.3% |
$957 - $1.09K
|
672
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-65- 0.9% |
$31.1K - $35.3K
|
7.17K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-656- 59.53% |
$314K - $357K
|
446
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16+ 1.89% |
$7.65K - $8.7K
|
863
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-229- 7.81% |
$110K - $125K
|
2.71K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
SELL
|
- |
-11.2K- 60.78% |
$5.34M - $6.07M
|
7.21K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 31.37% |
$710K - $807K
|
6.22K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16- 0.14% |
$7.65K - $8.7K
|
11.8K
$6M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-24- 3.42% |
$11.5K - $13.1K
|
678
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
50+ 12.11% |
$23.9K - $27.2K
|
463
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $13.6K
|
8.25K
$4.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-20- 0.35% |
$9.57K - $10.9K
|
5.74K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
149+ 3.39% |
$71.3K - $81K
|
4.55K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.58% |
$5.74K - $6.53K
|
746
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-851- 4.11% |
$407K - $463K
|
19.9K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
623New |
$298K - $339K
|
623
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-592- 3.39% |
$283K - $322K
|
16.9K
$8.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
83+ 3.89% |
$39.7K - $45.1K
|
2.22K
$1.13M
|