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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
439New |
$192K - $231K
|
439
$227K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-36- 0.88% |
$15.8K - $19K
|
4.04K
$2.09M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
341+ 24.82% |
$149K - $180K
|
1.72K
$888K
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-150K- 21.93% |
$65.7M - $79.1M
|
534K
$276M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9- 0.49% |
$3.94K - $4.75K
|
1.82K
$944K
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
297+ 3.09% |
$130K - $157K
|
9.92K
$5.14M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
27+ 4.99% |
$11.8K - $14.2K
|
568
$294K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
13+ 2.51% |
$5.7K - $6.85K
|
530
$274K
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
8.16K+ 3.66% |
$3.58M - $4.3M
|
231K
$120M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-13- 0.34% |
$5.7K - $6.85K
|
3.8K
$1.97M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
393New |
$172K - $207K
|
393
$203K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-15- 0.6% |
$6.57K - $7.91K
|
2.47K
$1.28M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 24.07% |
$5.7K - $6.85K
|
67
$34.7K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-97- 5.11% |
$42.5K - $51.1K
|
1.8K
$933K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
47+ 1.76% |
$20.6K - $24.8K
|
2.72K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-455- 8.5% |
$199K - $240K
|
4.9K
$2.54M
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1.61K+ 9.45% |
$705K - $848K
|
18.6K
$9.65M
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
24+ 5.83% |
$10.5K - $12.7K
|
436
$226K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.04K+ 2.79% |
$456K - $549K
|
38.4K
$19.9M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7- 0.07% |
$3.07K - $3.69K
|
9.99K
$5.17M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 9.72% |
$3.07K - $3.69K
|
79
$40.9K
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
616+ 9.12% |
$270K - $325K
|
7.37K
$3.82M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
104+ 12.48% |
$45.6K - $54.8K
|
937
$485K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.58KNew |
$1.13M - $1.36M
|
2.58K
$1.34M
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
8.4KNew |
$3.68M - $4.43M
|
8.4K
$4.35M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 36.92% |
$10.5K - $12.7K
|
89
$46.1K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 11.81% |
$42.5K - $51.1K
|
918
$475K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-5- 1.18% |
$2.19K - $2.64K
|
420
$217K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-11- 3.13% |
$4.82K - $5.8K
|
341
$177K
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
410New |
$180K - $216K
|
410
$212K
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-647- 2.83% |
$284K - $341K
|
22.2K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-97- 2.78% |
$42.5K - $51.1K
|
3.39K
$1.76M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-13- 2.65% |
$5.7K - $6.85K
|
477
$247K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-23- 4.9% |
$10.1K - $12.1K
|
446
$231K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-656- 3.32% |
$288K - $346K
|
19.1K
$9.9M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-299- 1.89% |
$131K - $158K
|
15.5K
$8.04M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
369+ 0.43% |
$162K - $195K
|
85.3K
$44.2M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-111- 19.58% |
$48.7K - $58.5K
|
456
$236K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.61KNew |
$704K - $847K
|
1.61K
$832K
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-47- 6.25% |
$20.6K - $24.8K
|
705
$365K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$477K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$438 - $527
|
11
$5.7K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 0.08% |
$26.3K - $31.6K
|
73.9K
$38.3M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-28- 4.13% |
$12.3K - $14.8K
|
650
$337K
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.48KNew |
$650K - $782K
|
1.48K
$768K
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.75K - $2.11K
|
955
$495K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
264+ 1.24% |
$116K - $139K
|
21.5K
$11.1M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-326- 4.64% |
$143K - $172K
|
6.71K
$3.47M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.63K - $3.16K
|
1.9K
$981K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1- 0.2% |
$438 - $527
|
499
$258K
|