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 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
422New |
$188K - $223K
|
422
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
463New |
$207K - $244K
|
463
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
263+ 4.98% |
$117K - $139K
|
5.55K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
33+ 5.02% |
$14.7K - $17.4K
|
691
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
611New |
$273K - $322K
|
611
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
172+ 21.83% |
$76.8K - $90.7K
|
960
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
86+ 0.41% |
$38.4K - $45.4K
|
20.9K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 0.23% |
$7.14K - $8.44K
|
6.96K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
399New |
$178K - $210K
|
399
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
140+ 35.0% |
$62.5K - $73.8K
|
540
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-348- 6.0% |
$155K - $184K
|
5.45K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
507+ 19.8% |
$226K - $267K
|
3.07K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.12% |
$1.34K - $1.58K
|
2.46K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.45K+ 7.38% |
$1.54M - $1.82M
|
50.2K
$24.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-35.3K- 28.1% |
$15.8M - $18.6M
|
90.4K
$43.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
847+ 9.86% |
$378K - $447K
|
9.43K
$4.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
389New |
$174K - $205K
|
389
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$3.12K - $3.69K
|
7
$3.38K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
25+ 6.43% |
$11.2K - $13.2K
|
414
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-27- 3.23% |
$12.1K - $14.2K
|
809
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
556+ 6.86% |
$248K - $293K
|
8.66K
$4.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
414New |
$185K - $218K
|
414
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.19% |
$893 - $1.05K
|
1.08K
$520K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
435+ 0.38% |
$194K - $229K
|
115K
$55.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-383- 2.07% |
$171K - $202K
|
18.1K
$8.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-58- 0.31% |
$25.9K - $30.6K
|
18.5K
$8.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
23+ 2.32% |
$10.3K - $12.1K
|
1.01K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-91.2K- 37.38% |
$40.7M - $48.1M
|
153K
$73.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.55KNew |
$694K - $820K
|
1.55K
$750K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
119+ 1.3% |
$53.1K - $62.8K
|
9.3K
$4.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.05K+ 6.94% |
$470K - $555K
|
16.2K
$7.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 1.76% |
$948K - $1.12M
|
119K
$57.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 2.55% |
$43.3K - $51.2K
|
3.9K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.8K- 8.85% |
$1.25M - $1.48M
|
28.8K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
586New |
$262K - $309K
|
586
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
115+ 23.23% |
$51.3K - $60.6K
|
610
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.11% |
$81.2K - $96K
|
8.8K
$4.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8- 1.77% |
$3.57K - $4.22K
|
445
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-42- 3.03% |
$18.7K - $22.1K
|
1.35K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
394New |
$176K - $208K
|
394
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 1.45% |
$8.93K - $10.5K
|
1.4K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
4+ 0.33% |
$1.79K - $2.11K
|
1.23K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
228+ 7.73% |
$102K - $120K
|
3.18K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-138- 8.28% |
$61.6K - $72.8K
|
1.53K
$738K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
230+ 3.77% |
$103K - $121K
|
6.33K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.31K- 3.39% |
$583K - $689K
|
37.3K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 5.71% |
$2.68K - $3.16K
|
111
$53.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
448New |
$200K - $236K
|
448
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
304+ 59.14% |
$136K - $160K
|
818
$395K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.94K+ 9.57% |
$864K - $1.02M
|
22.2K
$10.7M
|