Latest Institutional Transactions on S&P Global Inc. (SPGI)
This table provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
1.15K+ 3.67% |
$558K - $649K
|
32.5K
$15.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.6KNew |
$776K - $903K
|
1.6K
$755K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
698+ 6.93% |
$338K - $394K
|
10.8K
$5.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-223- 1.45% |
$108K - $126K
|
15.1K
$7.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 1.35% |
$9.21K - $10.7K
|
1.39K
$657K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-192- 4.56% |
$93.1K - $108K
|
4.02K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 12.47% |
$50.9K - $59.2K
|
947
$447K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-152- 15.72% |
$73.7K - $85.8K
|
815
$385K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-53- 37.32% |
$25.7K - $29.9K
|
89
$42K
|
|
|
Oct 17, 2025
Q3 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-15.6K- 2.52% |
$7.55M - $8.79M
|
603K
$285M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
949+ 126.7% |
$460K - $535K
|
1.7K
$802K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-54- 1.59% |
$26.2K - $30.5K
|
3.34K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-7.9K- 13.83% |
$3.83M - $4.45M
|
49.2K
$23.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 2.6% |
$19.4K - $22.6K
|
1.58K
$745K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
612New |
$297K - $345K
|
612
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 2.9% |
$9.21K - $10.7K
|
674
$318K
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
305+ 1.53% |
$148K - $172K
|
20.3K
$9.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-802- 1.56% |
$389K - $452K
|
50.7K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
381+ 35.12% |
$185K - $215K
|
1.47K
$692K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
51+ 4.9% |
$24.7K - $28.8K
|
1.09K
$515K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.44% |
$7.27K - $8.46K
|
3.43K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
167+ 42.49% |
$81K - $94.2K
|
560
$264K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.08K+ 23.26% |
$524K - $609K
|
5.72K
$2.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
923+ 4.41% |
$448K - $521K
|
21.9K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68+ 2.62% |
$33K - $38.4K
|
2.67K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-167- 2.83% |
$81K - $94.2K
|
5.73K
$2.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-900- 23.79% |
$436K - $508K
|
2.88K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.1% |
$485 - $564
|
1.03K
$484K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
206+ 0.83% |
$99.9K - $116K
|
25K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 0.8% |
$49.9K - $58.1K
|
12.7K
$6.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-97- 13.51% |
$47K - $54.7K
|
621
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
63+ 12.8% |
$30.6K - $35.5K
|
555
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-440- 14.4% |
$213K - $248K
|
2.62K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5- 45.45% |
$2.42K - $2.82K
|
6
$2.83K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
21+ 1.42% |
$10.2K - $11.8K
|
1.5K
$708K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
22+ 5.01% |
$10.7K - $12.4K
|
461
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-51- 1.07% |
$24.7K - $28.8K
|
4.72K
$2.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-232- 0.93% |
$113K - $131K
|
24.7K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-11K- 61.8% |
$5.33M - $6.21M
|
6.8K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
37+ 8.15% |
$17.9K - $20.9K
|
491
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-214- 16.01% |
$104K - $121K
|
1.12K
$530K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9- 0.5% |
$4.36K - $5.08K
|
1.8K
$851K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.02% |
$6.3K - $7.33K
|
632
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.82% |
$1.94K - $2.26K
|
490
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
599+ 5.33% |
$290K - $338K
|
11.8K
$5.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8- 0.74% |
$3.88K - $4.51K
|
1.08K
$508K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 7.14% |
$1.94K - $2.26K
|
60
$28.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
379+ 1.25% |
$184K - $214K
|
30.6K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
19+ 2.22% |
$9.21K - $10.7K
|
874
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-75- 11.03% |
$36.4K - $42.3K
|
605
$286K
|