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 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
42+ 0.58% |
$20.2K - $22.2K
|
7.31K
$3.64M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 5.74% |
$20.2K - $22.2K
|
774
$385K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$20.4K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
41New |
$19.7K - $21.7K
|
41
$20.4K
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
40+ 0.55% |
$19.2K - $21.2K
|
7.34K
$3.66M
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
39+ 0.99% |
$18.7K - $20.6K
|
3.98K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
38+ 3.45% |
$18.3K - $20.1K
|
1.14K
$567K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 131.03% |
$18.3K - $20.1K
|
67
$33.4K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38+ 8.21% |
$18.3K - $20.1K
|
501
$249K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 1.63% |
$17.8K - $19.6K
|
2.3K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 8.26% |
$17.8K - $19.6K
|
485
$241K
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
36+ 0.01% |
$17.3K - $19.1K
|
360K
$179M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
36+ 0.63% |
$17.3K - $19.1K
|
5.71K
$2.84M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36New |
$17.3K - $19.1K
|
36
$17.9K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
36+ 7.79% |
$17.3K - $19.1K
|
498
$248K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$16.8K - $18.5K
|
35
$17.4K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.6% |
$16.8K - $18.5K
|
1.38K
$687K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$281K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34+ 7.42% |
$16.3K - $18K
|
492
$245K
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
34+ 0.09% |
$16.3K - $18K
|
38.3K
$19.1M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34+ 1.34% |
$16.3K - $18K
|
2.58K
$1.28M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.27% |
$16.3K - $18K
|
1.53K
$761K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
34New |
$16.3K - $18K
|
34
$16.9K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 2.14% |
$15.9K - $17.5K
|
1.58K
$785K
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.37% |
$15.4K - $16.9K
|
8.68K
$4.32M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.86% |
$15.4K - $16.9K
|
1.15K
$572K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 5.69% |
$14.9K - $16.4K
|
576
$287K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 620.0% |
$14.9K - $16.4K
|
36
$17.9K
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31New |
$14.9K - $16.4K
|
31
$15.4K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 3.23% |
$14.4K - $15.9K
|
958
$477K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 0.6% |
$14.4K - $15.9K
|
5K
$2.49M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 1.71% |
$14.4K - $15.9K
|
1.78K
$887K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 3.58% |
$13.9K - $15.3K
|
838
$417K
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 1.83% |
$13.5K - $14.8K
|
1.56K
$776K
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 1.05% |
$13.5K - $14.8K
|
2.71K
$1.35M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 3.9% |
$13.5K - $14.8K
|
746
$371K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27+ 2.36% |
$13K - $14.3K
|
1.17K
$584K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
27+ 1.15% |
$13K - $14.3K
|
2.38K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
26+ 5.69% |
$12.5K - $13.8K
|
483
$240K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.52% |
$12.5K - $13.8K
|
5.03K
$2.51M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
26+ 1.73% |
$12.5K - $13.8K
|
1.53K
$761K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26+ 32.1% |
$12.5K - $13.8K
|
107
$53.3K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$12K - $13.2K
|
5.57K
$2.77M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 20.83% |
$12K - $13.2K
|
145
$72.2K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 4.78% |
$11.5K - $12.7K
|
526
$262K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 10.04% |
$11.5K - $12.7K
|
263
$131K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 6.23% |
$11.5K - $12.7K
|
409
$204K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 2.88% |
$11K - $12.2K
|
822
$409K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
23+ 4.41% |
$11K - $12.2K
|
545
$271K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23+ 1.63% |
$11K - $12.2K
|
1.43K
$712K
|