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 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
170+ 239.44% |
$74.5K - $89.6K
|
241
$125K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-154- 6.99% |
$67.5K - $81.2K
|
2.05K
$1.06M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-312- 4.07% |
$137K - $165K
|
7.35K
$3.81M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-102- 3.24% |
$44.7K - $53.8K
|
3.05K
$1.58M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
152+ 27.39% |
$66.6K - $80.1K
|
707
$366K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.9K- 2.99% |
$1.71M - $2.05M
|
126K
$65.4M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
454New |
$199K - $239K
|
454
$235K
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
69+ 5.09% |
$30.2K - $36.4K
|
1.42K
$737K
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$810K - $975K
|
1.85K
$957K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-95- 3.69% |
$41.6K - $50.1K
|
2.48K
$1.28M
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.84K- 2.81% |
$2.12M - $2.55M
|
167K
$86.7M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 4.62% |
$606K - $729K
|
31.3K
$16.2M
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-5- 0.46% |
$2.19K - $2.64K
|
1.09K
$562K
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
76+ 194.87% |
$33.3K - $40.1K
|
115
$59.5K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
435+ 78.52% |
$191K - $229K
|
989
$512K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
193+ 4.04% |
$84.6K - $102K
|
4.97K
$2.57M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 9.39% |
$22.8K - $27.4K
|
606
$314K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-183- 12.01% |
$80.2K - $96.5K
|
1.34K
$694K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
58+ 12.64% |
$25.4K - $30.6K
|
517
$268K
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.89K- 78.63% |
$1.7M - $2.05M
|
1.06K
$547K
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
411New |
$180K - $217K
|
411
$213K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
90+ 15.25% |
$39.4K - $47.5K
|
680
$352K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110- 2.55% |
$48.2K - $58K
|
4.21K
$2.18M
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.06K- 4.83% |
$466K - $561K
|
20.9K
$10.8M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-146- 0.8% |
$64K - $77K
|
18.2K
$9.43M
|
|
Jul 14, 2025
Q2 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-104- 0.78% |
$45.6K - $54.8K
|
13.2K
$6.83M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 12.86% |
$3.94K - $4.75K
|
61
$31.6K
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
52+ 1.17% |
$22.8K - $27.4K
|
4.5K
$2.33M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.42K+ 1972.77% |
$1.94M - $2.33M
|
4.64K
$2.4M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 2.83% |
$18.4K - $22.1K
|
1.53K
$790K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-22- 9.52% |
$9.64K - $11.6K
|
209
$108K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-185- 7.2% |
$81.1K - $97.5K
|
2.39K
$1.23M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 90.91% |
$21.9K - $26.4K
|
5
$2.59K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20+ 0.9% |
$8.77K - $10.5K
|
2.24K
$1.16M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 24.16% |
$446K - $536K
|
5.23K
$2.71M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.07K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.92K- 14.96% |
$842K - $1.01M
|
10.9K
$5.66M
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.58K+ 71.94% |
$691K - $832K
|
3.77K
$1.95M
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-48- 1.11% |
$21K - $25.3K
|
4.27K
$2.21M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-117- 5.48% |
$51.3K - $61.7K
|
2.02K
$1.04M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-146- 2.26% |
$64K - $77K
|
6.3K
$3.26M
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-56- 11.97% |
$24.5K - $29.5K
|
412
$213K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 2.96% |
$7.01K - $8.44K
|
556
$288K
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.01K- 55.4% |
$443K - $533K
|
813
$421K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-271- 15.14% |
$119K - $143K
|
1.52K
$787K
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-35- 4.91% |
$15.3K - $18.5K
|
678
$351K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
384New |
$168K - $202K
|
384
$199K
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$5.26K - $6.33K
|
12
$6.21K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-32- 3.11% |
$14K - $16.9K
|
997
$516K
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-148K- 99.43% |
$64.9M - $78.1M
|
847
$439K
|