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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$4.6M - $5.05M
|
11.2K
$5.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 95.83% |
$9.4K - $10.3K
|
1
$492
|
|
|
Aug 06, 2024
Q2 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.2K- 48.48% |
$1.31M - $1.44M
|
3.4K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-286- 30.52% |
$117K - $128K
|
651
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 12.71% |
$30.6K - $33.7K
|
515
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
430New |
$176K - $193K
|
430
$211K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.88% |
$817 - $898
|
226
$111K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 1.22% |
$4.49K - $4.94K
|
911
$448K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.85KNew |
$1.57M - $1.73M
|
3.85K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
55.1KNew |
$22.5M - $24.7M
|
55.1K
$27.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.4KNew |
$981K - $1.08M
|
2.4K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-8- 22.86% |
$3.27K - $3.59K
|
27
$13.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
2K+ 66.67% |
$817K - $898K
|
5K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 1.52% |
$4.09K - $4.49K
|
666
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-724- 9.48% |
$296K - $325K
|
6.91K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16+ 9.47% |
$6.54K - $7.18K
|
185
$91K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 4.97% |
$3.68K - $4.04K
|
190
$93.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Cypress Funds LLC
|
SELL
|
- |
-46.6K- 30.61% |
$19M - $20.9M
|
106K
$51.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
8+ 0.04% |
$3.27K - $3.59K
|
21.9K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-22- 2.17% |
$8.99K - $9.88K
|
994
$489K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-10.9KClosed |
$4.44M - $4.88M
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
457+ 51.46% |
$187K - $205K
|
1.35K
$661K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86New |
$35.1K - $38.6K
|
86
$42.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-310- 98.41% |
$127K - $139K
|
5
$2.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-34.4K- 90.75% |
$14M - $15.4M
|
3.5K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
461+ 46.01% |
$188K - $207K
|
1.46K
$720K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
29+ 2.86% |
$11.8K - $13K
|
1.04K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
249+ 7.86% |
$102K - $112K
|
3.42K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.63KNew |
$665K - $730K
|
1.63K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-214- 4.25% |
$87.4K - $96.1K
|
4.83K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-9- 0.86% |
$3.68K - $4.04K
|
1.04K
$509K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.4% |
$4.09K - $4.49K
|
2.51K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-97- 8.27% |
$39.6K - $43.5K
|
1.08K
$529K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
469New |
$192K - $211K
|
469
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$2.95K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
660+ 41.25% |
$270K - $296K
|
2.26K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-11- 5.19% |
$4.49K - $4.94K
|
201
$98.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 42.86% |
$1.23K - $1.35K
|
10
$4.92K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
233+ 11.05% |
$95.2K - $105K
|
2.34K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61+ 6.71% |
$24.9K - $27.4K
|
970
$477K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-575- 25.11% |
$235K - $258K
|
1.72K
$843K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
90+ 15.99% |
$36.8K - $40.4K
|
653
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
854New |
$349K - $383K
|
854
$420K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-164- 26.58% |
$67K - $73.6K
|
453
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11.1K- 70.99% |
$4.54M - $4.99M
|
4.54K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$4.09K - $4.49K
|
10
$4.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 3.7% |
$409 - $449
|
28
$13.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-147- 16.86% |
$60.1K - $66K
|
725
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.51% |
$409 - $449
|
195
$95.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12- 24.0% |
$4.9K - $5.39K
|
38
$18.7K
|