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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
22New |
$7.99K - $9.43K
|
22
$10.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-136- 1.21% |
$49.4K - $58.3K
|
11.1K
$5.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2.67K+ 24.25% |
$968K - $1.14M
|
13.7K
$6.72M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
73KNew |
$26.5M - $31.3M
|
73K
$35.9M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 160.0% |
$5.81K - $6.85K
|
26
$12.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.04KNew |
$377K - $445K
|
1.04K
$510K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$1.48K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 2.94% |
$726 - $857
|
70
$34.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$363 - $428
|
594
$292K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
632New |
$229K - $271K
|
632
$311K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
5.5KNew |
$2M - $2.36M
|
5.5K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
597New |
$217K - $256K
|
597
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$1.97K
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.11KNew |
$402K - $475K
|
1.11K
$545K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49+ 9.12% |
$17.8K - $21K
|
586
$288K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.29K
|
4.73K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.01% |
$363 - $428
|
100
$49.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
568New |
$206K - $243K
|
568
$279K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
75+ 41.67% |
$27.2K - $32.1K
|
255
$125K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5New |
$1.82K - $2.14K
|
5
$2.46K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.02K- 4.69% |
$369K - $435K
|
20.6K
$10.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.27K+ 11.07% |
$823K - $971K
|
22.8K
$11.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-40- 5.65% |
$14.5K - $17.1K
|
668
$329K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$1.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34+ 26.36% |
$12.3K - $14.6K
|
163
$80.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 1.66% |
$5.08K - $6K
|
858
$422K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-23- 0.85% |
$8.35K - $9.85K
|
2.68K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
72+ 5.53% |
$26.1K - $30.8K
|
1.37K
$676K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$726 - $857
|
2
$984
|
|
|
Oct 13, 2023
Q3 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-4.74K- 11.95% |
$1.72M - $2.03M
|
34.9K
$17.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
32New |
$11.6K - $13.7K
|
32
$15.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 72.31% |
$17.1K - $20.1K
|
112
$55.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.23KNew |
$1.54M - $1.81M
|
4.23K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$7.62K - $9K
|
21
$10.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-35- 0.31% |
$12.7K - $15K
|
11.4K
$5.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 68.75% |
$3.99K - $4.71K
|
5
$2.46K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 53.44% |
$25.4K - $30K
|
61
$30K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281New |
$102K - $120K
|
281
$138K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 308.33% |
$25.1K - $29.7K
|
98
$48.2K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.19K+ 2.39% |
$405K - $479K
|
51.1K
$25.1M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$23K - $27.3K
|
295
$145K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 42.86% |
$2.03K - $2.41K
|
8
$3.93K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-22- 2.59% |
$7.45K - $8.82K
|
826
$406K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.3K- 54.61% |
$4.85M - $5.74M
|
11.9K
$5.85M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3Closed |
$1.02K - $1.2K
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.62K+ 68.01% |
$889K - $1.05M
|
6.48K
$3.19M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$547K - $647K
|
1.61K
$793K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
215New |
$72.8K - $86.2K
|
215
$106K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
504New |
$171K - $202K
|
504
$248K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
780New |
$264K - $313K
|
780
$384K
|
|