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 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
104New |
$42.5K - $46.7K
|
104
$51.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
40+ 38.1% |
$16.3K - $18K
|
145
$71.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
150+ 0.09% |
$61.3K - $67.3K
|
163K
$79.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
94New |
$38.4K - $42.2K
|
94
$46.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16New |
$6.54K - $7.18K
|
16
$7.87K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
456New |
$186K - $205K
|
456
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10+ 0.99% |
$4.09K - $4.49K
|
1.02K
$501K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6New |
$2.45K - $2.69K
|
6
$2.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
30New |
$12.3K - $13.5K
|
30
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.03KNew |
$420K - $461K
|
1.03K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
23+ 2.3% |
$9.4K - $10.3K
|
1.02K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
12.2K+ 54.39% |
$4.97M - $5.46M
|
34.5K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
24+ 48.98% |
$9.81K - $10.8K
|
73
$35.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
109+ 13.2% |
$44.5K - $48.9K
|
935
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-50- 9.94% |
$20.4K - $22.4K
|
453
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
464New |
$190K - $208K
|
464
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200+ 1538.46% |
$81.7K - $89.8K
|
213
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
108+ 7.41% |
$44.1K - $48.5K
|
1.57K
$770K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-13- 2.0% |
$5.31K - $5.84K
|
638
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.72K - $6.28K
|
14
$6.89K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-98- 12.45% |
$40K - $44K
|
689
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.09K - $4.49K
|
10
$4.92K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
32+ 3.91% |
$13.1K - $14.4K
|
850
$418K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$5.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-96- 88.07% |
$39.2K - $43.1K
|
13
$6.39K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
638New |
$261K - $286K
|
638
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15+ 2.65% |
$6.13K - $6.73K
|
582
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
153+ 1020.0% |
$62.5K - $68.7K
|
168
$82.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1K+ 33.34% |
$410K - $450K
|
4.01K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$817 - $898
|
3.58K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25- 67.57% |
$10.2K - $11.2K
|
12
$5.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
54+ 7.38% |
$22.1K - $24.2K
|
786
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-318- 98.45% |
$130K - $143K
|
5
$2.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 2.7% |
$18.8K - $20.6K
|
1.75K
$861K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
9.91KNew |
$4.05M - $4.45M
|
9.91K
$4.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-276- 18.52% |
$113K - $124K
|
1.21K
$597K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.42% |
$8.17K - $8.98K
|
4.76K
$2.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$4.9K - $5.39K
|
12
$5.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17+ 0.45% |
$6.95K - $7.63K
|
3.77K
$1.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-23- 85.19% |
$9.4K - $10.3K
|
4
$1.97K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 14.29% |
$20.4K - $22.4K
|
300
$148K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 13.83% |
$5.31K - $5.84K
|
107
$52.6K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.45% |
$817 - $898
|
443
$218K
|
|
|
Jul 03, 2024
Q2 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1K- 8.25% |
$409K - $449K
|
11.1K
$5.47M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-19- 2.74% |
$7.76K - $8.53K
|
675
$332K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
42.7K+ 53.82% |
$17.9M - $19.6M
|
122K
$60M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
24.1K+ 85.73% |
$10.1M - $11.1M
|
52.2K
$25.7M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-33- 24.81% |
$13.8K - $15.2K
|
100
$49.2K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.18KNew |
$1.75M - $1.92M
|
4.18K
$2.06M
|
|