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 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8+ 0.46% |
$3.51K - $4.22K
|
1.73K
$896K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 1.94% |
$877 - $1.05K
|
101
$52.3K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 0.51% |
$1.31K - $1.58K
|
596
$309K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.04K+ 16.64% |
$454K - $546K
|
7.25K
$3.76M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2- 2.94% |
$877 - $1.05K
|
66
$34.2K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 0.8% |
$3.51K - $4.22K
|
986
$511K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-500- 6.67% |
$219K - $264K
|
7K
$3.62M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-163- 2.27% |
$71.4K - $85.9K
|
7.01K
$3.63M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-71- 8.09% |
$31.1K - $37.4K
|
807
$418K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 3.47% |
$19.3K - $23.2K
|
1.31K
$679K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
124+ 12.76% |
$54.4K - $65.4K
|
1.1K
$568K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
65+ 2.25% |
$28.5K - $34.3K
|
2.96K
$1.53M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
314+ 5.45% |
$138K - $166K
|
6.07K
$3.14M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
331+ 49.85% |
$145K - $175K
|
995
$515K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 1.23% |
$2.63K - $3.16K
|
492
$255K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-186- 32.24% |
$81.5K - $98.1K
|
391
$202K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-976- 1.7% |
$428K - $515K
|
56.3K
$29.2M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.73K- 1.16% |
$760K - $914K
|
148K
$76.7M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-596- 17.06% |
$261K - $314K
|
2.9K
$1.5M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-38- 7.16% |
$16.7K - $20K
|
493
$255K
|
|
Q1 2025 | |||||||
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-50- 1.17% |
$23.9K - $27.2K
|
4.22K
$2.18M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-154K- 65.34% |
$73.6M - $83.7M
|
81.6K
$42.3M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
11.7KNew |
$5.61M - $6.38M
|
11.7K
$6.08M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13- 0.58% |
$6.22K - $7.07K
|
2.21K
$1.14M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-153- 0.36% |
$73.2K - $83.2K
|
42.1K
$21.8M
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.64% |
$1.43K - $1.63K
|
475
$246K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
407+ 32.12% |
$195K - $221K
|
1.67K
$867K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
62New |
$29.7K - $33.7K
|
62
$32.1K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.19% |
$478 - $544
|
525
$272K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
316New |
$151K - $172K
|
316
$164K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-196K- 82.51% |
$93.5M - $106M
|
41.5K
$21.5M
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
274+ 137.0% |
$131K - $149K
|
474
$245K
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
186+ 11.68% |
$89K - $101K
|
1.78K
$921K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.77% |
$10.5K - $12K
|
2.89K
$1.5M
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.36K- 65.14% |
$1.13M - $1.28M
|
1.26K
$654K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.46K- 35.99% |
$3.57M - $4.05M
|
13.3K
$6.87M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.62K- 42.11% |
$773K - $879K
|
2.22K
$1.15M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-26- 1.26% |
$12.4K - $14.1K
|
2.04K
$1.06M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-692- 2.49% |
$331K - $376K
|
27.1K
$14M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-237- 5.17% |
$113K - $129K
|
4.35K
$2.25M
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
200New |
$95.7K - $109K
|
200
$104K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.79K- 23.76% |
$1.81M - $2.06M
|
12.2K
$6.3M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19New |
$9.09K - $10.3K
|
19
$9.84K
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
80+ 19.42% |
$38.3K - $43.5K
|
492
$255K
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
115K+ 3.74% |
$54.9M - $62.4M
|
3.19M
$1.65B
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
126+ 3.09% |
$60.3K - $68.5K
|
4.2K
$2.17M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-404- 12.53% |
$193K - $220K
|
2.82K
$1.46M
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
72+ 0.97% |
$34.4K - $39.2K
|
7.46K
$3.86M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-161- 6.99% |
$77K - $87.5K
|
2.14K
$1.11M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.79K+ 68.12% |
$2.29M - $2.61M
|
11.8K
$6.12M
|