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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-101- 0.78% |
$44.3K - $53.3K
|
12.8K
$6.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
100+ 2.09% |
$43.8K - $52.7K
|
4.88K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-450- 32.47% |
$197K - $237K
|
936
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
59.4K+ 75.29% |
$26M - $31.3M
|
138K
$71.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-7- 1.13% |
$3.07K - $3.69K
|
610
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
29+ 5.59% |
$12.7K - $15.3K
|
548
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.6K+ 2.86% |
$1.58M - $1.9M
|
130K
$67.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$438 - $527
|
591
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-106- 12.66% |
$46.5K - $55.9K
|
731
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-35- 2.46% |
$15.3K - $18.5K
|
1.39K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-282- 17.14% |
$124K - $149K
|
1.36K
$706K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.44K+ 31.36% |
$3.26M - $3.92M
|
31.1K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
183+ 2.01% |
$80.2K - $96.5K
|
9.3K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 37.93% |
$9.64K - $11.6K
|
80
$41.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.78% |
$131K - $158K
|
16.6K
$8.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8New |
$3.51K - $4.22K
|
8
$4.14K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$877 - $1.05K
|
7
$3.62K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
700New |
$307K - $369K
|
700
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-116- 4.62% |
$50.8K - $61.2K
|
2.4K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3- 4.05% |
$1.31K - $1.58K
|
71
$36.8K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 9.38% |
$1.31K - $1.58K
|
29
$15K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5+ 1.01% |
$2.19K - $2.64K
|
502
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
650New |
$285K - $343K
|
650
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 360.0% |
$55.2K - $66.4K
|
161
$83.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
32+ 0.16% |
$14K - $16.9K
|
19.4K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-740- 3.65% |
$324K - $390K
|
19.6K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.91K+ 18.67% |
$2.59M - $3.12M
|
37.6K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
165K+ 1307.86% |
$72.3M - $87M
|
178K
$92M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 6.67% |
$438 - $527
|
16
$8.28K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.6KNew |
$1.14M - $1.37M
|
2.6K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41+ 3.7% |
$18K - $21.6K
|
1.15K
$595K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
120+ 0.49% |
$52.6K - $63.3K
|
24.8K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.86K+ 12.94% |
$1.25M - $1.51M
|
25K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 6.19% |
$45.6K - $54.8K
|
1.78K
$924K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 4.3% |
$13.6K - $16.3K
|
752
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$2.19K - $2.64K
|
10
$5.18K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
41+ 4.44% |
$18K - $21.6K
|
964
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
593+ 128.63% |
$260K - $313K
|
1.05K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-59- 1.22% |
$25.9K - $31.1K
|
4.77K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 3.41% |
$61.4K - $73.8K
|
3.97K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 21.37% |
$11K - $13.2K
|
142
$73.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
34+ 1.7% |
$14.9K - $17.9K
|
2.04K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
847+ 132.97% |
$371K - $447K
|
1.48K
$768K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-156- 4.84% |
$68.4K - $82.3K
|
3.07K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 0.24% |
$131K - $158K
|
123K
$63.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.16M+ 70734.14% |
$1.39B - $1.67B
|
3.17M
$1.64B
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-9- 0.86% |
$3.94K - $4.75K
|
1.04K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-563- 3.03% |
$247K - $297K
|
18K
$9.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
899+ 6.65% |
$394K - $474K
|
14.4K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62+ 0.34% |
$27.2K - $32.7K
|
18.5K
$9.59M
|