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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-2- 0.09% |
$961 - $1.06K
|
2.17K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
55+ 11.55% |
$26.4K - $29.1K
|
531
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.14% |
$480 - $529
|
732
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.95% |
$10.6K - $11.6K
|
2.29K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 15.63% |
$4.8K - $5.29K
|
54
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 0.42% |
$7.69K - $8.47K
|
3.82K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-344- 7.67% |
$165K - $182K
|
4.14K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-84- 3.87% |
$40.4K - $44.5K
|
2.09K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.4K- 36.15% |
$673K - $741K
|
2.47K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 23.53% |
$3.84K - $4.23K
|
26
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.88K- 52.45% |
$901K - $992K
|
1.7K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.17% |
$1.92K - $2.12K
|
2.38K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
180+ 4.14% |
$86.5K - $95.3K
|
4.53K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
12+ 1.92% |
$5.76K - $6.35K
|
638
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
BUY
|
- |
365+ 7.02% |
$175K - $193K
|
5.57K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 1.51% |
$14.9K - $16.4K
|
2.02K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
446+ 29.63% |
$214K - $236K
|
1.95K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
969+ 36.73% |
$465K - $513K
|
3.61K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
175+ 1.58% |
$84.1K - $92.6K
|
11.3K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-38- 1.21% |
$18.3K - $20.1K
|
3.09K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
642New |
$308K - $340K
|
642
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-197- 30.5% |
$94.6K - $104K
|
449
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 1.15% |
$5.76K - $6.35K
|
1.03K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 16.41% |
$15.4K - $16.9K
|
163
$81.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
285New |
$137K - $151K
|
285
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-3- 17.65% |
$1.44K - $1.59K
|
14
$6.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
5.9K+ 6.23% |
$2.84M - $3.12M
|
101K
$50.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.79% |
$961 - $1.06K
|
252
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 30.05% |
$60K - $66.1K
|
541
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-3.87K- 15.5% |
$1.86M - $2.05M
|
21.1K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16- 2.09% |
$7.69K - $8.47K
|
749
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-20- 0.85% |
$9.61K - $10.6K
|
2.32K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-52- 11.09% |
$25K - $27.5K
|
417
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 47.92% |
$786K - $866K
|
5.05K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 25.26% |
$23.1K - $25.4K
|
142
$70.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
469New |
$225K - $248K
|
469
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 1.17% |
$18.3K - $20.1K
|
3.21K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 68.75% |
$10.6K - $11.6K
|
10
$4.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
232New |
$111K - $123K
|
232
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
67+ 10.01% |
$32.2K - $35.5K
|
736
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-9.9K- 91.15% |
$4.76M - $5.24M
|
961
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
5.89KNew |
$2.83M - $3.11M
|
5.89K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.75% |
$3.84K - $4.23K
|
1.07K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.31K+ 36.77% |
$628K - $692K
|
4.87K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 5.0% |
$432K - $476K
|
17.1K
$8.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-727- 0.58% |
$349K - $385K
|
124K
$61.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-556- 2.76% |
$267K - $294K
|
19.6K
$9.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-29- 1.59% |
$13.9K - $15.3K
|
1.8K
$896K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66+ 16.06% |
$31.7K - $34.9K
|
477
$237K
|