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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
303+ 6.68% |
$127K - $139K
|
4.84K
$2.47M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.08M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
182+ 118.95% |
$76.2K - $83.7K
|
335
$171K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
148New |
$61.9K - $68K
|
148
$75.7K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
133+ 2.61% |
$55.7K - $61.1K
|
5.23K
$2.67M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117New |
$49K - $53.8K
|
117
$59.8K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 5.51% |
$46K - $50.6K
|
2.11K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
98+ 3.15% |
$41K - $45.1K
|
3.21K
$1.64M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
95New |
$39.8K - $43.7K
|
95
$48.6K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92New |
$38.5K - $42.3K
|
92
$47K
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
88+ 17.6% |
$36.8K - $40.5K
|
588
$301K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
88New |
$36.8K - $40.5K
|
88
$45K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
70New |
$29.3K - $32.2K
|
70
$35.8K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
67+ 46.53% |
$28K - $30.8K
|
211
$108K
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
57+ 6.49% |
$23.9K - $26.2K
|
935
$478K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 4400.0% |
$18.4K - $20.2K
|
45
$23K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
42+ 1.14% |
$17.6K - $19.3K
|
3.72K
$1.9M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
42New |
$17.6K - $19.3K
|
42
$21.5K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 2.73% |
$12.6K - $13.8K
|
1.13K
$578K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$12.6K - $13.8K
|
30
$15.3K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25New |
$10.5K - $11.5K
|
25
$12.8K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
24+ 9.6% |
$10K - $11K
|
274
$140K
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
23+ 3.07% |
$9.63K - $10.6K
|
772
$395K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 200.0% |
$8.37K - $9.19K
|
30
$15.3K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 141.67% |
$7.11K - $7.82K
|
29
$14.8K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
15New |
$6.28K - $6.9K
|
15
$7.67K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
14New |
$5.86K - $6.44K
|
14
$7.16K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$4.18K - $4.6K
|
10
$5.11K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8New |
$3.35K - $3.68K
|
8
$4.09K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
7New |
$2.93K - $3.22K
|
7
$3.58K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.93K - $3.22K
|
495
$253K
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$440K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.26K - $1.38K
|
1.81K
$928K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.03% |
$418 - $460
|
2.88K
$1.47M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$418 - $460
|
1
$511
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$418 - $460
|
680
$348K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
1.7MNew |
$582M - $751M
|
1.7M
$869M
|
|
Jan 17, 2024
Q4 2023
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
300K+ 109.09% |
$103M - $133M
|
575K
$294M
|
|
Feb 14, 2024
Q4 2023
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
PUT |
74.5K+ 42.45% |
$25.5M - $32.9M
|
250K
$128M
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
37.8K+ 24.3% |
$12.9M - $16.7M
|
193K
$98.8M
|
|
Jan 09, 2024
Q4 2023
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
31.8K+ 53.36% |
$10.9M - $14.1M
|
91.4K
$46.7M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
14.5K+ 322.22% |
$4.97M - $6.41M
|
19K
$9.72M
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
13.6KNew |
$4.65M - $6M
|
13.6K
$6.94M
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
12KNew |
$4.11M - $5.3M
|
12K
$6.14M
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
10KNew |
$3.42M - $4.42M
|
10K
$5.11M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
8.4KNew |
$2.88M - $3.71M
|
8.4K
$4.3M
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.2KNew |
$1.1M - $1.41M
|
3.2K
$1.64M
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.17K+ 37.04% |
$745K - $961K
|
8.04K
$4.11M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.01K+ 1.63% |
$689K - $889K
|
126K
$64.2M
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.85KNew |
$634K - $818K
|
1.85K
$947K
|