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 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1+ 0.15% |
$446 - $527
|
652
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
403New |
$180K - $213K
|
403
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-128- 1.22% |
$57.1K - $67.5K
|
10.4K
$5.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 11.95% |
$26.8K - $31.6K
|
562
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-340- 1.66% |
$152K - $179K
|
20.2K
$9.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-221- 8.11% |
$98.6K - $117K
|
2.5K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-383- 0.52% |
$171K - $202K
|
73.2K
$36M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31+ 1.68% |
$13.8K - $16.3K
|
1.87K
$921K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-41- 14.96% |
$18.3K - $21.6K
|
233
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
422New |
$188K - $223K
|
422
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29+ 0.19% |
$12.9K - $15.3K
|
15K
$7.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-96- 1.21% |
$42.8K - $50.6K
|
7.83K
$3.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
704New |
$314K - $371K
|
704
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 17.86% |
$58K - $68.6K
|
598
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
SELL
|
- |
-1.56K- 6.68% |
$697K - $824K
|
21.8K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-80- 2.57% |
$35.7K - $42.2K
|
3.03K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
467K+ 174815.36% |
$208M - $246M
|
467K
$230M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-15- 0.33% |
$6.69K - $7.91K
|
4.51K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-497- 2.3% |
$222K - $262K
|
21.1K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-341- 0.53% |
$152K - $180K
|
64.1K
$31.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.56K- 13.08% |
$1.14M - $1.35M
|
17K
$8.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
16.4K+ 50.77% |
$7.31M - $8.64M
|
48.6K
$23.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-219- 19.41% |
$97.7K - $115K
|
909
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.06K+ 1.74% |
$471K - $556K
|
61.7K
$30.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
428+ 1.85% |
$191K - $226K
|
23.6K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-99- 7.8% |
$44.2K - $52.2K
|
1.17K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-6- 0.79% |
$2.68K - $3.16K
|
756
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
404New |
$180K - $213K
|
404
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
2.83K+ 1.33% |
$1.26M - $1.49M
|
215K
$106M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.17K+ 8.11% |
$967K - $1.14M
|
28.9K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-101- 0.54% |
$45.1K - $53.3K
|
18.6K
$9.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-600- 5.06% |
$268K - $316K
|
11.3K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-144- 4.78% |
$64.3K - $75.9K
|
2.87K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
133+ 1.27% |
$59.4K - $70.1K
|
10.6K
$5.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22+ 3.22% |
$9.82K - $11.6K
|
705
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.8% |
$6.69K - $7.91K
|
1.89K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-27- 2.69% |
$12.1K - $14.2K
|
976
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-288- 16.08% |
$129K - $152K
|
1.5K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.99% |
$32.1K - $38K
|
7.35K
$3.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
674+ 13.75% |
$301K - $355K
|
5.58K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$23.7K - $28K
|
53
$26.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.18K- 3.64% |
$526K - $622K
|
31.2K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-574- 13.15% |
$256K - $303K
|
3.79K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-140- 2.5% |
$62.5K - $73.8K
|
5.47K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.19K- 60.65% |
$978K - $1.16M
|
1.42K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.4% |
$893 - $1.05K
|
502
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
64+ 52.89% |
$28.6K - $33.8K
|
185
$91K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
275+ 0.65% |
$123K - $145K
|
42.4K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95+ 4.45% |
$42.4K - $50.1K
|
2.23K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-583- 30.18% |
$260K - $307K
|
1.35K
$663K
|