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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
230+ 45.54% |
$110K - $125K
|
735
$384K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11- 0.49% |
$5.26K - $5.98K
|
2.25K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12- 0.35% |
$5.74K - $6.53K
|
3.42K
$1.78M
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-390- 2.15% |
$187K - $212K
|
17.7K
$9.26M
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-74- 1.6% |
$35.4K - $40.2K
|
4.55K
$2.38M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
24+ 1.56% |
$11.5K - $13.1K
|
1.57K
$818K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.44K- 22.94% |
$1.65M - $1.87M
|
11.6K
$6.04M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 8.36% |
$12K - $13.6K
|
324
$169K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
226+ 0.67% |
$108K - $123K
|
34K
$17.7M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 6.57% |
$15.3K - $17.4K
|
519
$271K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-155- 6.68% |
$74.1K - $84.3K
|
2.17K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.38K- 1.31% |
$658K - $748K
|
104K
$54.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.7K- 2.5% |
$3.2M - $3.64M
|
261K
$137M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-26.1K- 53.05% |
$12.5M - $14.2M
|
23.1K
$12.1M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 6.66% |
$76.5K - $87K
|
2.56K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-3- 14.29% |
$1.43K - $1.63K
|
18
$9.4K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-696- 2.58% |
$333K - $378K
|
26.3K
$13.7M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.34K- 10.68% |
$1.59M - $1.81M
|
27.9K
$14.6M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
52New |
$24.9K - $28.3K
|
52
$27.2K
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-70K- 96.95% |
$33.5M - $38M
|
2.2K
$1.15M
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.42K- 1.45% |
$681K - $774K
|
97K
$50.6M
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-50.8K- 74.47% |
$24.3M - $27.6M
|
17.4K
$9.09M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-12- 2.29% |
$5.74K - $6.53K
|
513
$268K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
206+ 1.29% |
$98.5K - $112K
|
16.1K
$8.42M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
118+ 0.56% |
$56.4K - $64.2K
|
21.2K
$11.1M
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-56.9K- 6.67% |
$27.2M - $31M
|
796K
$416M
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-926- 25.12% |
$443K - $504K
|
2.76K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-11K- 8.89% |
$5.26M - $5.98M
|
113K
$58.9M
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
46+ 8.78% |
$22K - $25K
|
570
$298K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 2.36% |
$6.22K - $7.07K
|
565
$295K
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.42K+ 3.04% |
$2.59M - $2.95M
|
184K
$95.9M
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
549New |
$263K - $299K
|
549
$287K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$478 - $544
|
1.53K
$797K
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-680- 2.24% |
$325K - $370K
|
29.7K
$15.5M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 1428.57% |
$47.8K - $54.4K
|
107
$55.9K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.83% |
$10K - $11.4K
|
762
$398K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.73K+ 1.1% |
$825K - $939K
|
158K
$82.7M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
200+ 1.0% |
$95.7K - $109K
|
20.1K
$10.5M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-44.1K- 12.66% |
$21.1M - $24M
|
304K
$159M
|
|
May 07, 2025
Q1 2025
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-379- 3.69% |
$181K - $206K
|
9.89K
$5.16M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
186+ 8.14% |
$89K - $101K
|
2.47K
$1.29M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
154+ 1.49% |
$73.7K - $83.7K
|
10.5K
$5.46M
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-4.31K- 0.47% |
$2.06M - $2.34M
|
909K
$475M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 1.01% |
$12.9K - $14.7K
|
2.69K
$1.4M
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
270+ 8.17% |
$129K - $147K
|
3.58K
$1.87M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 9.04% |
$11.7M - $13.3M
|
295K
$154M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1K- 2.57% |
$479K - $544K
|
38K
$19.9M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
41+ 0.69% |
$19.6K - $22.3K
|
5.99K
$3.13M
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-590- 35.69% |
$282K - $321K
|
1.06K
$555K
|