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, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8New |
$2.99K - $3.69K
|
8
$4.03K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7New |
$2.61K - $3.23K
|
7
$3.52K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6New |
$2.24K - $2.77K
|
6
$3.02K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.5% |
$1.12K - $1.38K
|
203
$102K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 28.57% |
$747 - $922
|
9
$4.53K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
9.42KNew |
$3.92M - $4.51M
|
9.42K
$4.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
5.64K+ 9900.0% |
$2.35M - $2.7M
|
5.7K
$2.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.49KNew |
$620K - $715K
|
1.49K
$751K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.3KNew |
$541K - $623K
|
1.3K
$654K
|
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
967New |
$402K - $463K
|
967
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
895New |
$372K - $429K
|
895
$450K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
400New |
$166K - $192K
|
400
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
88New |
$36.6K - $42.1K
|
88
$44.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
66New |
$27.4K - $31.6K
|
66
$33.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14New |
$5.82K - $6.71K
|
14
$7.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$3.74K - $4.31K
|
9
$4.53K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.5K - $2.87K
|
6
$3.02K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$832 - $958
|
2
$1.01K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.03% |
$416 - $479
|
34
$17.1K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
13K+ 9.32% |
$5.32M - $5.9M
|
153K
$76.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.8KNew |
$1.96M - $2.18M
|
4.8K
$2.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.27KNew |
$930K - $1.03M
|
2.27K
$1.14M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
973+ 4.46% |
$398K - $442K
|
22.8K
$11.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
750New |
$307K - $341K
|
750
$377K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
686New |
$281K - $311K
|
686
$345K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
145New |
$59.3K - $65.8K
|
145
$73K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
79New |
$32.3K - $35.9K
|
79
$39.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
BUY
|
CALL |
55New |
$22.5K - $25K
|
55
$27.7K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
10+ 0.19% |
$4.09K - $4.54K
|
5.21K
$2.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
10+ 19.23% |
$4.09K - $4.54K
|
62
$31.2K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10.2KNew |
$3.68M - $4.21M
|
10.2K
$5.13M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.66KNew |
$2.77M - $3.16M
|
7.66K
$3.85M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.6KNew |
$579K - $661K
|
1.6K
$807K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.04KNew |
$375K - $428K
|
1.04K
$522K
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$36.1K - $41.2K
|
100
$50.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$21.7K - $24.7K
|
60
$30.2K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
30KNew |
$9.41M - $10.9M
|
30K
$15.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
6.5KNew |
$2.04M - $2.37M
|
6.5K
$3.27M
|
|
|
Jan 21, 2021
Q4 2020
|
Viking Fund Management LLC
|
BUY
|
- |
1.3K+ 35.14% |
$408K - $474K
|
5K
$2.52M
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
BUY
|
CALL |
1KNew |
$314K - $365K
|
1K
$503K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
920+ 12.51% |
$289K - $336K
|
8.27K
$4.16M
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
813New |
$255K - $297K
|
813
$409K
|
|
|
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
63New |
$19.8K - $23K
|
63
$31.7K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
PUT |
117KNew |
$39.1M - $44.4M
|
117K
$59.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$16.7M - $18.9M
|
50K
$25.2M
|
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
45KNew |
$15M - $17M
|
45K
$22.6M
|
|
|
Oct 14, 2020
Q3 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
CALL |
100New |
$33.3K - $37.8K
|
100
$50.3K
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7New |
$2.33K - $2.65K
|
7
$3.52K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
30.2K+ 308.08% |
$7.08M - $10.1M
|
40K
$20.1M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
209+ 11.02% |
$49K - $69.7K
|
2.11K
$1.06M
|
|