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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-107- 2.28% |
$47.8K - $56.4K
|
4.58K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-574- 28.0% |
$256K - $303K
|
1.48K
$726K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
454+ 72.52% |
$203K - $239K
|
1.08K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.27KNew |
$1.01M - $1.2M
|
2.27K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1.89K- 7.28% |
$843K - $996K
|
24K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
616+ 63.24% |
$275K - $325K
|
1.59K
$782K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-104- 4.39% |
$46.4K - $54.8K
|
2.27K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 4600.0% |
$61.6K - $72.8K
|
141
$69.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
409+ 4.09% |
$183K - $216K
|
10.4K
$5.12M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-56.8K- 11.27% |
$25.4M - $30M
|
447K
$220M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 26.47% |
$8.03K - $9.49K
|
50
$24.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235+ 9.78% |
$105K - $124K
|
2.64K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3+ 0.09% |
$1.34K - $1.58K
|
3.25K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$8.03K - $9.49K
|
18
$8.85K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.13K- 17.95% |
$505K - $597K
|
5.17K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37- 7.13% |
$16.5K - $19.5K
|
482
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
232+ 20.84% |
$104K - $122K
|
1.35K
$661K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
61+ 11.55% |
$27.2K - $32.2K
|
589
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172- 3.71% |
$76.8K - $90.7K
|
4.46K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 0.49% |
$25K - $29.5K
|
11.5K
$5.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 145.45% |
$7.14K - $8.44K
|
27
$13.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
100+ 3.05% |
$44.6K - $52.7K
|
3.38K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 10.64% |
$17.9K - $21.1K
|
336
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.56% |
$2.23K - $2.64K
|
888
$437K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$446 - $527
|
874
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34- 1.81% |
$15.2K - $17.9K
|
1.85K
$909K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
146+ 10.01% |
$65.2K - $77K
|
1.61K
$789K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27+ 77.14% |
$12.1K - $14.2K
|
62
$30.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-139- 2.6% |
$62K - $73.3K
|
5.2K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-45- 1.11% |
$20.1K - $23.7K
|
4.03K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
60+ 2.11% |
$26.8K - $31.6K
|
2.91K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-126- 8.94% |
$56.2K - $66.4K
|
1.28K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.38% |
$1.34K - $1.58K
|
795
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-89- 5.11% |
$39.7K - $46.9K
|
1.65K
$812K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 4.22% |
$46.4K - $54.8K
|
2.57K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$134K - $158K
|
300
$148K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 1.0% |
$2.68K - $3.16K
|
608
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
20+ 2.49% |
$8.93K - $10.5K
|
822
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.2K- 22.53% |
$536K - $633K
|
4.13K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.27K- 2.76% |
$569K - $672K
|
44.8K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-124- 2.17% |
$55.3K - $65.4K
|
5.6K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$446 - $527
|
6
$2.95K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.55K- 3.04% |
$3.82M - $4.51M
|
272K
$134M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
34.7KNew |
$15.5M - $18.3M
|
34.7K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 100.0% |
$2.68K - $3.16K
|
12
$5.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
929+ 9.88% |
$415K - $490K
|
10.3K
$5.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
475New |
$212K - $251K
|
475
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$446 - $527
|
195
$95.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
184+ 7.89% |
$82.1K - $97K
|
2.52K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6+ 0.49% |
$2.68K - $3.16K
|
1.22K
$601K
|