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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
506New |
$243K - $268K
|
506
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 2.2% |
$7.69K - $8.47K
|
742
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-12- 2.05% |
$5.76K - $6.35K
|
574
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.19K+ 16.51% |
$3.46M - $3.81M
|
50.8K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
582New |
$280K - $308K
|
582
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-131- 0.47% |
$62.9K - $69.3K
|
27.9K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4+ 0.12% |
$1.92K - $2.12K
|
3.43K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-27.1K- 17.56% |
$13M - $14.3M
|
127K
$63.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.36% |
$480 - $529
|
282
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.37K+ 13.79% |
$658K - $724K
|
11.3K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
40+ 0.55% |
$19.2K - $21.2K
|
7.34K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.14K- 29.01% |
$547K - $602K
|
2.79K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
54.3K+ 112.58% |
$26.1M - $28.7M
|
102K
$51M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.26KNew |
$605K - $667K
|
1.26K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
842New |
$404K - $446K
|
842
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.57% |
$8.65K - $9.53K
|
683
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.03K- 2.84% |
$497K - $547K
|
35.4K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
241+ 23.0% |
$116K - $128K
|
1.29K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-102- 9.18% |
$49K - $54K
|
1.01K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.17% |
$480 - $529
|
582
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-186- 2.35% |
$89.3K - $98.4K
|
7.74K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 2.32% |
$6.24K - $6.88K
|
573
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.05K+ 19.09% |
$2.91M - $3.2M
|
37.7K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
279+ 5.0% |
$134K - $148K
|
5.86K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1- 0.24% |
$480 - $529
|
413
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 1.57% |
$1.31M - $1.44M
|
177K
$87.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.22% |
$2.4K - $2.65K
|
2.32K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
481+ 74.23% |
$231K - $255K
|
1.13K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-696- 3.37% |
$334K - $368K
|
19.9K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-98- 0.12% |
$47.1K - $51.9K
|
82.1K
$40.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.4K- 24.19% |
$14.1M - $15.5M
|
92.1K
$45.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
424New |
$204K - $224K
|
424
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-166- 3.72% |
$79.7K - $87.8K
|
4.3K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
581New |
$279K - $307K
|
581
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.76K+ 9.56% |
$1.33M - $1.46M
|
31.7K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$9.61K - $10.6K
|
20
$9.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.24K+ 16.52% |
$2.04M - $2.24M
|
29.9K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-10- 0.36% |
$4.8K - $5.29K
|
2.77K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
195+ 6.9% |
$93.7K - $103K
|
3.02K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-19.4K- 21.4% |
$9.3M - $10.2M
|
71.1K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-37- 1.44% |
$17.8K - $19.6K
|
2.53K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
549+ 14.41% |
$264K - $291K
|
4.36K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-640- 26.62% |
$307K - $339K
|
1.76K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-398- 5.61% |
$191K - $211K
|
6.7K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 6.41% |
$1.05M - $1.16M
|
36.3K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-206- 5.28% |
$99K - $109K
|
3.7K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.16K- 3.28% |
$1.52M - $1.67M
|
93.3K
$46.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.8K+ 3.24% |
$30.2M - $33.2M
|
2M
$995M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
356+ 14.22% |
$171K - $188K
|
2.86K
$1.42M
|