Latest Institutional Purchases of S&P Global Inc. (SPGI)
This list provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
34New |
$16.3K - $18K
|
34
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.37% |
$15.4K - $16.9K
|
8.68K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.86% |
$15.4K - $16.9K
|
1.15K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 5.69% |
$14.9K - $16.4K
|
576
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 620.0% |
$14.9K - $16.4K
|
36
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 3.23% |
$14.4K - $15.9K
|
958
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 0.6% |
$14.4K - $15.9K
|
5K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 1.71% |
$14.4K - $15.9K
|
1.78K
$961K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 3.58% |
$13.9K - $15.3K
|
838
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 1.83% |
$13.5K - $14.8K
|
1.56K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 1.05% |
$13.5K - $14.8K
|
2.71K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 3.9% |
$13.5K - $14.8K
|
746
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27+ 2.36% |
$13K - $14.3K
|
1.17K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
27+ 1.15% |
$13K - $14.3K
|
2.38K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
26+ 5.69% |
$12.5K - $13.8K
|
483
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.52% |
$12.5K - $13.8K
|
5.03K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
26+ 1.73% |
$12.5K - $13.8K
|
1.53K
$825K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26+ 32.1% |
$12.5K - $13.8K
|
107
$57.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$12K - $13.2K
|
5.57K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 20.83% |
$12K - $13.2K
|
145
$78.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 4.78% |
$11.5K - $12.7K
|
526
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 10.04% |
$11.5K - $12.7K
|
263
$142K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 2.88% |
$11K - $12.2K
|
822
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
23+ 4.41% |
$11K - $12.2K
|
545
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.63% |
$11K - $12.2K
|
1.43K
$772K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
23+ 4.52% |
$11K - $12.2K
|
532
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22+ 3.99% |
$10.6K - $11.6K
|
574
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22+ 25.58% |
$10.6K - $11.6K
|
108
$58.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22New |
$10.6K - $11.6K
|
22
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 3.06% |
$9.61K - $10.6K
|
674
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.97% |
$9.61K - $10.6K
|
1.03K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$10.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.31% |
$9.13K - $10.1K
|
1.47K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 2.0% |
$9.13K - $10.1K
|
969
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 1.05% |
$8.65K - $9.53K
|
1.74K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18+ 1.79% |
$8.65K - $9.53K
|
1.02K
$552K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.77% |
$8.65K - $9.53K
|
1.04K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 1.37% |
$8.17K - $9K
|
1.26K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.63% |
$8.17K - $9K
|
2.72K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$8.17K - $9K
|
17
$9.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 1.14% |
$8.17K - $9K
|
1.51K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
17+ 2.89% |
$8.17K - $9K
|
606
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 22.86% |
$7.69K - $8.47K
|
86
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
16+ 2.45% |
$7.69K - $8.47K
|
668
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$7.69K - $8.47K
|
16
$8.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
16+ 3.49% |
$7.69K - $8.47K
|
475
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 2.2% |
$7.69K - $8.47K
|
742
$400K
|