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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
663New |
$291K - $350K
|
663
$343K
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
644+ 30.99% |
$282K - $340K
|
2.72K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
616+ 9.12% |
$270K - $325K
|
7.37K
$3.82M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
593+ 128.63% |
$260K - $313K
|
1.05K
$546K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
580+ 14.83% |
$254K - $306K
|
4.49K
$2.33M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
575New |
$252K - $303K
|
575
$298K
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
551New |
$242K - $291K
|
551
$285K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
497+ 4.1% |
$218K - $262K
|
12.6K
$6.54M
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
475New |
$208K - $250K
|
475
$246K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 11.04% |
$207K - $249K
|
4.76K
$2.46M
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
473+ 10.4% |
$207K - $249K
|
5.02K
$2.6M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
458New |
$201K - $241K
|
458
$237K
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
454New |
$199K - $239K
|
454
$235K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
448+ 32.7% |
$196K - $236K
|
1.82K
$941K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
440New |
$193K - $232K
|
440
$228K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
440+ 71.2% |
$193K - $232K
|
1.06K
$548K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
439New |
$192K - $231K
|
439
$227K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
435+ 78.52% |
$191K - $229K
|
989
$512K
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
434New |
$190K - $229K
|
434
$225K
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
419New |
$184K - $221K
|
419
$217K
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
411New |
$180K - $217K
|
411
$213K
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
410New |
$180K - $216K
|
410
$212K
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
406+ 4.2% |
$178K - $214K
|
10.1K
$5.21M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
400New |
$175K - $211K
|
400
$207K
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
395New |
$173K - $208K
|
395
$205K
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
393New |
$172K - $207K
|
393
$203K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
384New |
$168K - $202K
|
384
$199K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
369+ 0.43% |
$162K - $195K
|
85.3K
$44.2M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
341+ 24.82% |
$149K - $180K
|
1.72K
$888K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
331+ 49.85% |
$145K - $175K
|
995
$515K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
314+ 5.45% |
$138K - $166K
|
6.07K
$3.14M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
310+ 40.0% |
$136K - $163K
|
1.09K
$562K
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 0.24% |
$131K - $158K
|
123K
$63.9M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
299+ 48.23% |
$131K - $158K
|
919
$476K
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
297+ 3.09% |
$130K - $157K
|
9.92K
$5.14M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
264+ 1.24% |
$116K - $139K
|
21.5K
$11.1M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
258+ 1.23% |
$113K - $136K
|
21.2K
$11M
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
246+ 2.59% |
$108K - $130K
|
9.73K
$5.04M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
244+ 5.13% |
$107K - $129K
|
5K
$2.59M
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
242+ 10.82% |
$106K - $128K
|
2.48K
$1.28M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
242+ 24.44% |
$106K - $128K
|
1.23K
$638K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
220+ 45.17% |
$96.4K - $116K
|
707
$366K
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.3% |
$92K - $111K
|
16.4K
$8.47M
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
195+ 0.99% |
$85.5K - $103K
|
20K
$10.3M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
193+ 4.04% |
$84.6K - $102K
|
4.97K
$2.57M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
183+ 2.01% |
$80.2K - $96.5K
|
9.3K
$4.82M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
172+ 111.69% |
$75.4K - $90.7K
|
326
$169K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
170+ 239.44% |
$74.5K - $89.6K
|
241
$125K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
163+ 11.39% |
$71.4K - $85.9K
|
1.59K
$825K
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160+ 5.0% |
$70.1K - $84.4K
|
3.36K
$1.74M
|