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 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
126+ 2.58% |
$56.2K - $66.4K
|
5.01K
$2.46M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-20.8K- 9.66% |
$9.28M - $11M
|
195K
$95.7M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-313- 17.96% |
$140K - $165K
|
1.43K
$703K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81+ 6.51% |
$36.2K - $42.7K
|
1.33K
$652K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
553New |
$247K - $292K
|
553
$272K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$446 - $527
|
184
$90.5K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-98- 7.24% |
$43.7K - $51.7K
|
1.26K
$617K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.91K+ 12.95% |
$2.64M - $3.12M
|
51.6K
$25.4M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 25.0% |
$8.93K - $10.5K
|
100
$49.2K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 8.62% |
$94.2K - $111K
|
2.66K
$1.31M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
16+ 0.88% |
$7.14K - $8.44K
|
1.83K
$898K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
509New |
$227K - $268K
|
509
$250K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 7.7% |
$23.2K - $27.4K
|
727
$358K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
113+ 2.28% |
$50.4K - $59.6K
|
5.08K
$2.5M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-471- 41.39% |
$210K - $248K
|
667
$328K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$3.12K - $3.69K
|
2.93K
$1.44M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-383- 44.38% |
$171K - $202K
|
480
$236K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
447New |
$200K - $236K
|
447
$220K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
573New |
$256K - $302K
|
573
$282K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.1K+ 344.26% |
$937K - $1.11M
|
2.71K
$1.33M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 2.57% |
$8.03K - $9.49K
|
718
$353K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-43.9K- 66.51% |
$19.6M - $23.1M
|
22.1K
$10.9M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59+ 0.79% |
$26.3K - $31.1K
|
7.49K
$3.68M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 1.68% |
$13.4K - $15.8K
|
1.76K
$863K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
206+ 4.95% |
$91.9K - $109K
|
4.37K
$2.15M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$4.02K - $4.75K
|
9
$4.43K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-585- 11.54% |
$261K - $309K
|
4.49K
$2.21M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
180+ 13.86% |
$80.3K - $94.9K
|
1.48K
$727K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
418New |
$187K - $220K
|
418
$206K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
220+ 0.22% |
$98.2K - $116K
|
101K
$49.5M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 163.53% |
$62K - $73.3K
|
224
$110K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
426New |
$190K - $225K
|
426
$210K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-13- 0.73% |
$5.8K - $6.86K
|
1.78K
$874K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-429- 11.56% |
$191K - $226K
|
3.28K
$1.61M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 5.58% |
$17.9K - $21.1K
|
757
$372K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.7% |
$3.12K - $3.69K
|
1K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
81+ 5.48% |
$36.2K - $42.7K
|
1.56K
$767K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
5.74KNew |
$2.56M - $3.03M
|
5.74K
$2.82M
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-800- 1.78% |
$357K - $422K
|
44.1K
$21.7M
|
|
Oct 10, 2024
Q3 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-1.23K- 16.41% |
$549K - $649K
|
6.27K
$3.08M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4- 0.24% |
$1.79K - $2.11K
|
1.66K
$818K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.9K- 5.53% |
$3.97M - $4.7M
|
152K
$74.9M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-71- 0.9% |
$31.7K - $37.4K
|
7.81K
$3.84M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-109- 7.19% |
$48.6K - $57.5K
|
1.41K
$692K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 3.7% |
$8.48K - $10K
|
495
$243K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6+ 0.28% |
$2.68K - $3.16K
|
2.16K
$1.06M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-77- 2.99% |
$34.4K - $40.6K
|
2.5K
$1.23M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-228- 32.02% |
$102K - $120K
|
484
$238K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
492New |
$220K - $259K
|
492
$242K
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
437New |
$195K - $230K
|
437
$215K
|