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 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
20+ 1.88% |
$8.77K - $10.5K
|
1.08K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
12+ 1.14% |
$5.26K - $6.33K
|
1.07K
$553K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
3+ 0.46% |
$1.31K - $1.58K
|
653
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10+ 55.56% |
$4.38K - $5.27K
|
28
$14.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.09K+ 8.22% |
$915K - $1.1M
|
27.5K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.17K- 1.3% |
$512K - $615K
|
88.5K
$45.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-100- 5.23% |
$43.8K - $52.7K
|
1.81K
$938K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
40+ 0.44% |
$17.5K - $21.1K
|
9.05K
$4.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-221- 18.99% |
$96.9K - $117K
|
943
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
932+ 28.54% |
$409K - $491K
|
4.2K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-598- 59.92% |
$262K - $315K
|
400
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-194- 0.89% |
$85K - $102K
|
21.6K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
18+ 105.88% |
$7.89K - $9.49K
|
35
$18.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 11.04% |
$207K - $249K
|
4.76K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$438 - $527
|
532
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Northcape Capital Pty LTD
|
SELL
|
- |
-803- 11.36% |
$352K - $423K
|
6.27K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-5- 0.47% |
$2.19K - $2.64K
|
1.05K
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
434New |
$190K - $229K
|
434
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-66- 12.97% |
$28.9K - $34.8K
|
443
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-142- 0.78% |
$62.2K - $74.9K
|
18K
$9.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-304- 9.19% |
$133K - $160K
|
3.01K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.1% |
$1.31K - $1.58K
|
3.08K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
52+ 8.83% |
$22.8K - $27.4K
|
641
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-10- 2.16% |
$4.38K - $5.27K
|
454
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.71K- 23.96% |
$750K - $902K
|
5.43K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
14+ 2.54% |
$6.14K - $7.38K
|
566
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-43.5K- 15.49% |
$19.1M - $23M
|
238K
$123M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.55K- 6.2% |
$2.43M - $2.92M
|
83.9K
$43.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-5- 0.85% |
$2.19K - $2.64K
|
583
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-61- 3.81% |
$26.7K - $32.2K
|
1.54K
$796K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.93K- 3.58% |
$844K - $1.02M
|
51.9K
$26.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-453- 37.78% |
$199K - $239K
|
746
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.3KNew |
$568K - $684K
|
1.3K
$672K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 5.75% |
$11K - $13.2K
|
410
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-24- 3.55% |
$10.5K - $12.7K
|
653
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
118+ 14.17% |
$51.7K - $62.2K
|
951
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
121+ 1.07% |
$53K - $63.8K
|
11.5K
$5.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
20.2K+ 41.91% |
$8.87M - $10.7M
|
68.5K
$35.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
7.55K+ 0.82% |
$3.31M - $3.98M
|
929K
$481M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.02% |
$11.8K - $14.2K
|
119K
$61.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 0.36% |
$9.64K - $11.6K
|
6.16K
$3.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
37+ 6.5% |
$16.2K - $19.5K
|
606
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.45KNew |
$1.07M - $1.29M
|
2.45K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-113- 69.75% |
$49.5K - $59.6K
|
49
$25.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
34+ 1700.0% |
$14.9K - $17.9K
|
36
$18.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-462- 2.95% |
$202K - $244K
|
15.2K
$7.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.66K- 10.41% |
$729K - $877K
|
14.3K
$7.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
475New |
$208K - $250K
|
475
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-253- 5.57% |
$111K - $133K
|
4.29K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
663New |
$291K - $350K
|
663
$343K
|