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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.23% |
$63.8K - $75.4K
|
1.22K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
581New |
$259K - $306K
|
581
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
51+ 10.49% |
$22.8K - $26.9K
|
537
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 6.09% |
$23.7K - $28K
|
923
$454K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 2.14% |
$45.5K - $53.8K
|
4.66K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.55% |
$3.57K - $4.22K
|
1.44K
$709K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
28+ 3.17% |
$12.5K - $14.8K
|
911
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-356- 41.88% |
$159K - $188K
|
494
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.88% |
$446 - $527
|
18
$8.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-78- 29.66% |
$34.8K - $41.1K
|
185
$91K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-23- 30.26% |
$10.3K - $12.1K
|
53
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
PUT |
-166- 2.69% |
$74.1K - $87.5K
|
6K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.24KNew |
$2.34M - $2.76M
|
5.24K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8- 1.56% |
$3.57K - $4.22K
|
504
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 11.44% |
$10.3K - $12.1K
|
178
$87.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.58% |
$2.68K - $3.16K
|
1.05K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 3.72% |
$18.3K - $21.6K
|
1.14K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-43- 0.18% |
$19.2K - $22.7K
|
24.3K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-88- 0.31% |
$39.3K - $46.4K
|
28.1K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 0.54% |
$1.34K - $1.58K
|
553
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10+ 0.54% |
$4.46K - $5.27K
|
1.85K
$908K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 3.04% |
$4.46K - $5.27K
|
319
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-28- 0.19% |
$12.5K - $14.8K
|
14.7K
$7.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.05% |
$446 - $527
|
2.02K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 1.1% |
$12.1K - $14.2K
|
2.44K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-141- 15.28% |
$62.9K - $74.4K
|
782
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.9% |
$2.23K - $2.64K
|
562
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
675+ 12.33% |
$301K - $356K
|
6.15K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 0.91% |
$77.2K - $91.2K
|
18.8K
$9.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.3KNew |
$5.05M - $5.97M
|
11.3K
$5.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
25+ 4.88% |
$11.2K - $13.2K
|
537
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-97- 5.39% |
$43.3K - $51.2K
|
1.7K
$838K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 3.9% |
$1.34K - $1.58K
|
74
$36.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-176- 6.06% |
$78.6K - $92.8K
|
2.73K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-3- 0.14% |
$1.34K - $1.58K
|
2.17K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.5K- 1.36% |
$1.12M - $1.32M
|
181K
$89.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 7.69% |
$98.6K - $117K
|
3.1K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
189+ 11.0% |
$84.4K - $99.7K
|
1.91K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1KNew |
$448K - $529K
|
1K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1- 0.06% |
$446 - $527
|
1.78K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 2.65% |
$1.79K - $2.11K
|
147
$72.3K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 2.07% |
$16.1K - $19K
|
1.7K
$838K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
456New |
$204K - $240K
|
456
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 1.9% |
$8.93K - $10.5K
|
1.03K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-75- 0.98% |
$33.5K - $39.6K
|
7.57K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.4K- 15.03% |
$626K - $739K
|
7.93K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 78.39% |
$5.03M - $5.95M
|
25.7K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$446 - $527
|
1.09K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
922+ 5.22% |
$412K - $486K
|
18.6K
$9.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.81K- 3.64% |
$3.04M - $3.59M
|
180K
$88.5M
|