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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-52- 11.09% |
$25K - $27.5K
|
417
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 47.92% |
$786K - $866K
|
5.05K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 25.26% |
$23.1K - $25.4K
|
142
$76.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
469New |
$225K - $248K
|
469
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 1.17% |
$18.3K - $20.1K
|
3.21K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 68.75% |
$10.6K - $11.6K
|
10
$5.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
232New |
$111K - $123K
|
232
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
67+ 10.01% |
$32.2K - $35.5K
|
736
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-9.9K- 91.15% |
$4.76M - $5.24M
|
961
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 6.62% |
$16.8K - $18.5K
|
564
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
5.89KNew |
$2.83M - $3.11M
|
5.89K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.75% |
$3.84K - $4.23K
|
1.07K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.31K+ 36.77% |
$628K - $692K
|
4.87K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 5.0% |
$432K - $476K
|
17.1K
$9.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-727- 0.58% |
$349K - $385K
|
124K
$66.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-556- 2.76% |
$267K - $294K
|
19.6K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-29- 1.59% |
$13.9K - $15.3K
|
1.8K
$971K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66+ 16.06% |
$31.7K - $34.9K
|
477
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10- 2.3% |
$4.8K - $5.29K
|
425
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
450+ 28.3% |
$216K - $238K
|
2.04K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-80- 1.77% |
$38.4K - $42.3K
|
4.43K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
725New |
$348K - $384K
|
725
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
107+ 8.65% |
$51.4K - $56.6K
|
1.34K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3- 0.31% |
$1.44K - $1.59K
|
965
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14K- 3.31% |
$6.7M - $7.38M
|
408K
$220M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-907- 52.89% |
$436K - $480K
|
808
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
358+ 2.03% |
$172K - $189K
|
18K
$9.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 403.7% |
$52.4K - $57.7K
|
136
$73.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.47K+ 222.98% |
$704K - $775K
|
2.12K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
256+ 3.3% |
$123K - $135K
|
8.02K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.02K+ 43.48% |
$490K - $540K
|
3.37K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.06K+ 0.97% |
$3.87M - $4.26M
|
839K
$453M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 10.04% |
$11.5K - $12.7K
|
263
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-40- 1.67% |
$19.2K - $21.2K
|
2.36K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.14K- 5.55% |
$547K - $603K
|
19.4K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-88- 0.4% |
$42.3K - $46.6K
|
21.8K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
131+ 29.77% |
$62.9K - $69.3K
|
571
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
206+ 2.79% |
$99K - $109K
|
7.6K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-101- 5.93% |
$48.5K - $53.4K
|
1.6K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
362+ 18.62% |
$174K - $192K
|
2.31K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38+ 8.21% |
$18.3K - $20.1K
|
501
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
10+ 0.23% |
$4.8K - $5.29K
|
4.27K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 8.06% |
$658K - $725K
|
18.4K
$9.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.55K- 1.42% |
$1.23M - $1.35M
|
177K
$95.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5+ 1.2% |
$2.4K - $2.65K
|
422
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 4.09% |
$24K - $26.5K
|
1.27K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
757New |
$364K - $401K
|
757
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.76K- 81.43% |
$1.33M - $1.46M
|
629
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.18K+ 2.34% |
$564K - $622K
|
51.4K
$27.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
42.3K+ 5.82% |
$20.3M - $22.4M
|
770K
$415M
|