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
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-35- 2.46% |
$15.3K - $18.5K
|
1.39K
$736K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-282- 17.14% |
$124K - $149K
|
1.36K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.44K+ 31.36% |
$3.26M - $3.92M
|
31.1K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
183+ 2.01% |
$80.2K - $96.5K
|
9.3K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 37.93% |
$9.64K - $11.6K
|
80
$42.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.78% |
$131K - $158K
|
16.6K
$8.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8New |
$3.51K - $4.22K
|
8
$4.25K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$877 - $1.05K
|
7
$3.72K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
700New |
$307K - $369K
|
700
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-116- 4.62% |
$50.8K - $61.2K
|
2.4K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3- 4.05% |
$1.31K - $1.58K
|
71
$37.7K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 9.38% |
$1.31K - $1.58K
|
29
$15.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5+ 1.01% |
$2.19K - $2.64K
|
502
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
650New |
$285K - $343K
|
650
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 360.0% |
$55.2K - $66.4K
|
161
$85.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
32+ 0.16% |
$14K - $16.9K
|
19.4K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
762+ 7.28% |
$334K - $402K
|
11.2K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.98K+ 1.09% |
$866K - $1.04M
|
183K
$97M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-287- 1.14% |
$126K - $151K
|
25K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-10- 5.75% |
$4.38K - $5.27K
|
164
$87.1K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
7+ 0.05% |
$3.07K - $3.69K
|
13.8K
$7.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
289+ 1.97% |
$127K - $152K
|
14.9K
$7.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
31+ 3.43% |
$13.6K - $16.3K
|
934
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-46- 2.55% |
$20.2K - $24.3K
|
1.76K
$932K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
39+ 6.93% |
$17.1K - $20.6K
|
602
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.33K- 46.83% |
$1.02M - $1.23M
|
2.65K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 3.75% |
$12.3K - $14.8K
|
774
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
127+ 1.31% |
$55.7K - $67K
|
9.84K
$5.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-7- 1.56% |
$3.07K - $3.69K
|
442
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
922New |
$404K - $486K
|
922
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.67K- 2.17% |
$2.48M - $2.99M
|
256K
$136M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29+ 6.37% |
$12.7K - $15.3K
|
484
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
245+ 9.11% |
$107K - $129K
|
2.94K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$877 - $1.05K
|
6
$3.19K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.78K+ 277.9% |
$1.22M - $1.47M
|
3.78K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-740- 3.65% |
$324K - $390K
|
19.6K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.91K+ 18.67% |
$2.59M - $3.12M
|
37.6K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
165K+ 1307.86% |
$72.3M - $87M
|
178K
$94.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 6.67% |
$438 - $527
|
16
$8.49K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.6KNew |
$1.14M - $1.37M
|
2.6K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41+ 3.7% |
$18K - $21.6K
|
1.15K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
120+ 0.49% |
$52.6K - $63.3K
|
24.8K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.86K+ 12.94% |
$1.25M - $1.51M
|
25K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 6.19% |
$45.6K - $54.8K
|
1.78K
$947K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 4.3% |
$13.6K - $16.3K
|
752
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$2.19K - $2.64K
|
10
$5.31K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
41+ 4.44% |
$18K - $21.6K
|
964
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
593+ 128.63% |
$260K - $313K
|
1.05K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-59- 1.22% |
$25.9K - $31.1K
|
4.77K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 3.41% |
$61.4K - $73.8K
|
3.97K
$2.11M
|