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, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
230New |
$72.7K - $95.4K
|
230
$113K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25Closed |
$7.9K - $10.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
248+ 21.16% |
$78.4K - $103K
|
1.42K
$698K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.63K+ 65.15% |
$515K - $676K
|
4.13K
$2.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
21+ 3.0% |
$6.64K - $8.71K
|
721
$355K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-131Closed |
$41.4K - $54.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
168New |
$53.1K - $69.7K
|
168
$82.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-4.84KClosed |
$1.53M - $2.01M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-5.54KClosed |
$1.75M - $2.3M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-25.1KClosed |
$7.94M - $10.4M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
4New |
$1.26K - $1.66K
|
4
$1.97K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-101Closed |
$31.9K - $41.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.8% |
$1.58K - $2.07K
|
631
$310K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-17- 2.66% |
$5.37K - $7.05K
|
621
$305K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
PUT |
7.42KNew |
$2.34M - $3.08M
|
7.42K
$3.65M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3Closed |
$948 - $1.24K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
595New |
$188K - $247K
|
595
$293K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-757Closed |
$239K - $314K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
1.21KNew |
$383K - $503K
|
1.21K
$596K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1Closed |
$316 - $415
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
4.34KNew |
$1.37M - $1.8M
|
4.34K
$2.14M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-659Closed |
$208K - $273K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-26- 1.25% |
$8.22K - $10.8K
|
2.06K
$1.01M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-606Closed |
$192K - $251K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-127- 12.69% |
$40.1K - $52.7K
|
874
$430K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.83K+ 169.48% |
$577K - $758K
|
2.91K
$1.43M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
67+ 9.53% |
$21.2K - $27.8K
|
770
$379K
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-2.18KClosed |
$689K - $905K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-13.8K- 74.59% |
$4.36M - $5.73M
|
4.7K
$2.31M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-246- 22.36% |
$77.7K - $102K
|
854
$420K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
211KNew |
$66.8M - $87.7M
|
211K
$104M
|
|
|
Jul 06, 2022
Q2 2022
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 17.54% |
$316K - $415K
|
4.7K
$2.31M
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.16KNew |
$432K - $533K
|
1.16K
$569K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-505Closed |
$189K - $233K
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-9Closed |
$3.36K - $4.15K
|
0
$0
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.75KNew |
$1.4M - $1.73M
|
3.75K
$1.84M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9Closed |
$3.36K - $4.15K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-660Closed |
$246K - $304K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6New |
$2.24K - $2.77K
|
6
$2.95K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.64KClosed |
$1.36M - $1.68M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.66KClosed |
$619K - $765K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
48+ 51.61% |
$17.9K - $22.1K
|
141
$69.3K
|
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-128Closed |
$47.8K - $59K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
SELL
|
PUT |
-11.6KClosed |
$4.33M - $5.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
693+ 15.49% |
$259K - $320K
|
5.17K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-16.5KClosed |
$6.17M - $7.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
283New |
$106K - $130K
|
283
$139K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 28.57% |
$747 - $922
|
9
$4.43K
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
14KNew |
$5.23M - $6.46M
|
14K
$6.89M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$5.6K - $6.92K
|
15
$7.38K
|
|