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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 11.81% |
$42.5K - $51.1K
|
918
$482K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-5- 1.18% |
$2.19K - $2.64K
|
420
$221K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-11- 3.13% |
$4.82K - $5.8K
|
341
$179K
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
410New |
$180K - $216K
|
410
$215K
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-647- 2.83% |
$284K - $341K
|
22.2K
$11.7M
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-97- 2.78% |
$42.5K - $51.1K
|
3.39K
$1.78M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-13- 2.65% |
$5.7K - $6.85K
|
477
$251K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-23- 4.9% |
$10.1K - $12.1K
|
446
$234K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-656- 3.32% |
$288K - $346K
|
19.1K
$10M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-299- 1.89% |
$131K - $158K
|
15.5K
$8.15M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
369+ 0.43% |
$162K - $195K
|
85.3K
$44.8M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-111- 19.58% |
$48.7K - $58.5K
|
456
$240K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.61KNew |
$704K - $847K
|
1.61K
$844K
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-47- 6.25% |
$20.6K - $24.8K
|
705
$370K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$484K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$438 - $527
|
11
$5.78K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 0.08% |
$26.3K - $31.6K
|
73.9K
$38.8M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-28- 4.13% |
$12.3K - $14.8K
|
650
$341K
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.48KNew |
$650K - $782K
|
1.48K
$780K
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.75K - $2.11K
|
955
$502K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
264+ 1.24% |
$116K - $139K
|
21.5K
$11.3M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-326- 4.64% |
$143K - $172K
|
6.71K
$3.52M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.63K - $3.16K
|
1.9K
$996K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1- 0.2% |
$438 - $527
|
499
$262K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
580+ 14.83% |
$254K - $306K
|
4.49K
$2.36M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.39% |
$1.31K - $1.58K
|
777
$408K
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-974- 68.59% |
$427K - $514K
|
446
$234K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
440New |
$193K - $232K
|
440
$231K
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.66K- 0.75% |
$2.04M - $2.46M
|
618K
$325M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-12- 3.31% |
$5.26K - $6.33K
|
350
$184K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.1K- 33.09% |
$480K - $577K
|
2.21K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-280- 1.46% |
$123K - $148K
|
18.9K
$9.95M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.3% |
$92K - $111K
|
16.4K
$8.59M
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-200- 6.14% |
$87.7K - $105K
|
3.06K
$1.6M
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-47- 6.7% |
$20.6K - $24.8K
|
655
$344K
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.58% |
$1.31K - $1.58K
|
523
$275K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-42- 2.06% |
$18.4K - $22.1K
|
2K
$1.05M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 3.51% |
$15.3K - $18.5K
|
1.03K
$542K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-521- 9.94% |
$228K - $275K
|
4.72K
$2.48M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 2.01% |
$11.8K - $14.2K
|
1.31K
$690K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7- 1.96% |
$3.07K - $3.69K
|
350
$184K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16+ 8.25% |
$7.01K - $8.44K
|
210
$110K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.67K- 4.52% |
$732K - $881K
|
35.2K
$18.5M
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
395New |
$173K - $208K
|
395
$208K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
458New |
$201K - $241K
|
458
$241K
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
406+ 4.2% |
$178K - $214K
|
10.1K
$5.29M
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-9- 0.69% |
$3.94K - $4.75K
|
1.3K
$683K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 24.0% |
$2.63K - $3.16K
|
31
$16.3K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 1.25% |
$40.3K - $48.5K
|
7.45K
$3.92M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
299+ 48.23% |
$131K - $158K
|
919
$483K
|