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 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 93.9% |
$34.4K - $40.6K
|
159
$78.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.31% |
$893 - $1.05K
|
657
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 20.56% |
$9.82K - $11.6K
|
129
$63.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-53.1K- 11.47% |
$23.7M - $28M
|
410K
$202M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-253- 1.09% |
$113K - $133K
|
23K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.7K+ 63.19% |
$8.36M - $9.88M
|
48.4K
$23.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-31- 1.01% |
$13.8K - $16.3K
|
3.05K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
412New |
$184K - $217K
|
412
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-570- 22.57% |
$254K - $301K
|
1.96K
$961K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.55% |
$44.6K - $52.7K
|
18K
$8.85M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-640- 4.66% |
$286K - $338K
|
13.1K
$6.44M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-33- 3.26% |
$14.7K - $17.4K
|
978
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-175- 4.47% |
$78.1K - $92.3K
|
3.74K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.43KNew |
$637K - $753K
|
1.43K
$702K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-55- 2.53% |
$24.5K - $29K
|
2.12K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-281- 15.73% |
$125K - $148K
|
1.51K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
247+ 5.23% |
$110K - $130K
|
4.97K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10.3K+ 134.87% |
$4.59M - $5.42M
|
17.9K
$8.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
140+ 0.11% |
$62.5K - $73.8K
|
128K
$62.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-562- 50.0% |
$251K - $296K
|
562
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
437+ 6.94% |
$195K - $230K
|
6.73K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
317+ 58.81% |
$141K - $167K
|
856
$421K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.5KNew |
$668K - $789K
|
1.5K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-703- 2.77% |
$314K - $371K
|
24.7K
$12.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-26- 0.34% |
$11.6K - $13.7K
|
7.51K
$3.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
126+ 20.69% |
$56.2K - $66.4K
|
735
$361K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.27KNew |
$567K - $670K
|
1.27K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-70- 7.84% |
$31.2K - $36.9K
|
823
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18- 1.09% |
$8.03K - $9.49K
|
1.64K
$806K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-31- 3.58% |
$13.8K - $16.3K
|
834
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
612New |
$273K - $323K
|
612
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-15- 1.25% |
$6.69K - $7.91K
|
1.18K
$581K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-57.8K- 63.69% |
$25.8M - $30.5M
|
33K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
50+ 6.03% |
$22.3K - $26.4K
|
879
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-30- 1.46% |
$13.4K - $15.8K
|
2.03K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
440+ 0.52% |
$196K - $232K
|
84.4K
$41.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4- 4.4% |
$1.79K - $2.11K
|
87
$42.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.27K+ 45.68% |
$567K - $670K
|
4.05K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.14% |
$446 - $527
|
732
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
318+ 1.12% |
$142K - $168K
|
28.7K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
25.4K+ 54.43% |
$11.3M - $13.4M
|
72.1K
$35.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.39KNew |
$1.51M - $1.79M
|
3.39K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-151- 14.7% |
$67.4K - $79.6K
|
876
$431K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-152- 0.58% |
$67.8K - $80.2K
|
26.1K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
163+ 3.01% |
$72.8K - $86K
|
5.57K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
579+ 7.38% |
$258K - $305K
|
8.43K
$4.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 0.43% |
$45.5K - $53.8K
|
23.6K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-86- 16.9% |
$38.4K - $45.4K
|
423
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-14.9K- 13.66% |
$6.67M - $7.88M
|
94.4K
$46.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-677- 50.45% |
$302K - $357K
|
665
$327K
|