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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
422New |
$137K - $162K
|
422
$208K
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-120- 11.54% |
$39K - $46K
|
920
$452K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
136+ 172.15% |
$44.2K - $52.1K
|
215
$106K
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
602New |
$196K - $231K
|
602
$296K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
14New |
$4.55K - $5.36K
|
14
$6.89K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$6.5K - $7.66K
|
20
$9.84K
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-215- 1.13% |
$69.8K - $82.4K
|
18.8K
$9.24M
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.89K+ 361.5% |
$939K - $1.11M
|
3.69K
$1.82M
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$810K - $956K
|
2.49K
$1.23M
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10- 0.58% |
$3.25K - $3.83K
|
1.7K
$836K
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-29- 0.55% |
$9.42K - $11.1K
|
5.27K
$2.59M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-97- 15.57% |
$31.5K - $37.2K
|
526
$259K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
924+ 76.36% |
$300K - $354K
|
2.13K
$1.05M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
265+ 8.84% |
$86.1K - $102K
|
3.26K
$1.61M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.31K+ 148.77% |
$749K - $884K
|
3.86K
$1.9M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
109+ 40.98% |
$35.4K - $41.8K
|
375
$184K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 16.67% |
$974 - $1.15K
|
21
$10.3K
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
500+ 5.0% |
$162K - $192K
|
10.5K
$5.16M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$97.4K - $115K
|
300
$148K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12New |
$3.9K - $4.6K
|
12
$5.9K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$1.95K - $2.3K
|
6
$2.95K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
14New |
$4.55K - $5.36K
|
14
$6.89K
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-56K- 96.55% |
$18.2M - $21.5M
|
2K
$984K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
43New |
$14K - $16.5K
|
43
$21.1K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
608New |
$197K - $233K
|
608
$299K
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
595New |
$193K - $228K
|
595
$293K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3- 0.02% |
$974 - $1.15K
|
19.9K
$9.81M
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.2K+ 54.24% |
$1.04M - $1.23M
|
9.1K
$4.48M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 1.68% |
$3.57K - $4.21K
|
642
$316K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-175- 22.55% |
$56.8K - $67.1K
|
601
$296K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-175- 22.55% |
$56.8K - $67.1K
|
601
$296K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-600- 11.76% |
$195K - $230K
|
4.5K
$2.21M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
174+ 5.32% |
$56.5K - $66.7K
|
3.44K
$1.69M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 1.11% |
$6.5K - $7.66K
|
1.82K
$894K
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-136- 2.46% |
$44.2K - $52.1K
|
5.4K
$2.66M
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
41+ 5.49% |
$11.8K - $14.9K
|
788
$388K
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.14KClosed |
$615K - $778K
|
0
$0
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
3.64KNew |
$1.04M - $1.32M
|
3.64K
$1.79M
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
4.9KNew |
$1.4M - $1.78M
|
4.9K
$2.41M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
653New |
$187K - $237K
|
653
$321K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34New |
$9.75K - $12.3K
|
34
$16.7K
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-7.73K- 31.29% |
$2.21M - $2.8M
|
17K
$8.34M
|
|
Feb 14, 2023
Q4 2022
|
Lionstone Capital Management LLC
New York, NY |
BUY
|
- |
12.3K+ 17.15% |
$3.53M - $4.46M
|
84K
$41.3M
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
BUY
|
- |
600New |
$172K - $218K
|
600
$295K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
643+ 29.99% |
$184K - $233K
|
2.79K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 8.73% |
$3.15K - $3.99K
|
137
$67.4K
|
|
Feb 14, 2023
Q4 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
3.23K+ 62.54% |
$926K - $1.17M
|
8.4K
$4.13M
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
924+ 10.36% |
$265K - $335K
|
9.84K
$4.84M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-45- 1.77% |
$12.9K - $16.3K
|
2.49K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 110.0% |
$315K - $399K
|
2.1K
$1.03M
|