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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.17K- 6.5% |
$569K - $662K
|
16.9K
$7.96M
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.3K- 8.37% |
$7.42M - $8.63M
|
167K
$79.1M
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
81+ 8.67% |
$39.3K - $45.7K
|
1.02K
$479K
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.42K - $2.82K
|
5.03K
$2.37M
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-20.4K- 2.17% |
$9.89M - $11.5M
|
922K
$435M
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20+ 9.8% |
$9.7K - $11.3K
|
224
$106K
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
3.1K+ 235.72% |
$1.5M - $1.75M
|
4.41K
$2.08M
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
82+ 4.24% |
$39.8K - $46.3K
|
2.01K
$951K
|
|
Oct 15, 2025
Q3 2025
|
James Hambro & Partners
|
BUY
|
- |
1.35K+ 0.58% |
$655K - $762K
|
233K
$110M
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.83% |
$15.5K - $18.1K
|
3.91K
$1.85M
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-545- 2.75% |
$264K - $307K
|
19.3K
$9.1M
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
22+ 1.22% |
$10.7K - $12.4K
|
1.82K
$861K
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
91+ 7.39% |
$44.1K - $51.3K
|
1.32K
$625K
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
133+ 10.43% |
$64.5K - $75K
|
1.41K
$665K
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 1.65% |
$24.2K - $28.2K
|
2.98K
$1.41M
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 1.32% |
$3.39K - $3.95K
|
536
$253K
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.35% |
$970 - $1.13K
|
580
$274K
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111+ 2.47% |
$53.8K - $62.6K
|
4.61K
$2.18M
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
365+ 2.9% |
$177K - $206K
|
12.9K
$6.1M
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-12- 0.77% |
$5.82K - $6.77K
|
1.56K
$734K
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.77K- 9.76% |
$1.35M - $1.56M
|
25.7K
$12.1M
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
84+ 4.61% |
$40.7K - $47.4K
|
1.91K
$901K
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 2.49% |
$2.91K - $3.38K
|
247
$117K
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
367+ 36.88% |
$178K - $207K
|
1.36K
$643K
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-773- 5.37% |
$375K - $436K
|
13.6K
$6.43M
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3- 0.39% |
$1.45K - $1.69K
|
762
$360K
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-4.8K- 6.06% |
$2.33M - $2.71M
|
74.4K
$35.1M
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$970 - $1.13K
|
6.94K
$3.28M
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-55- 5.66% |
$26.7K - $31K
|
916
$432K
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
578+ 52.74% |
$280K - $326K
|
1.67K
$790K
|
|
Oct 15, 2025
Q3 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.72KNew |
$834K - $970K
|
1.72K
$812K
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-17- 2.11% |
$8.24K - $9.59K
|
790
$373K
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-86- 6.63% |
$41.7K - $48.5K
|
1.21K
$572K
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-61- 2.73% |
$29.6K - $34.4K
|
2.18K
$1.03M
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.89% |
$17.5K - $20.3K
|
4.07K
$1.92M
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
554+ 35.7% |
$269K - $313K
|
2.11K
$994K
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.71K+ 62.67% |
$827K - $962K
|
4.43K
$2.09M
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 16.91% |
$33.5K - $38.9K
|
477
$225K
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-340- 1.71% |
$165K - $192K
|
19.6K
$9.25M
|
|
Oct 14, 2025
Q3 2025
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
7.15K+ 2.15% |
$3.47M - $4.03M
|
339K
$160M
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-5.95K- 3.55% |
$2.88M - $3.35M
|
161K
$76.2M
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65K+ 1881.96% |
$1.77M - $2.06M
|
3.85K
$1.82M
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
127+ 0.46% |
$61.6K - $71.6K
|
27.8K
$13.1M
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 13.08% |
$8.24K - $9.59K
|
147
$69.4K
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.22K- 2.18% |
$1.56M - $1.82M
|
145K
$68.4M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
828+ 18.59% |
$402K - $467K
|
5.28K
$2.49M
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.89K- 5.19% |
$1.4M - $1.63M
|
52.7K
$24.9M
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6- 1.25% |
$2.91K - $3.38K
|
474
$224K
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-222- 7.24% |
$108K - $125K
|
2.85K
$1.34M
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-24- 3.4% |
$11.6K - $13.5K
|
681
$321K
|