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 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-135- 0.47% |
$64.6K - $73.4K
|
28.4K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
90+ 3.72% |
$43K - $48.9K
|
2.51K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
49+ 10.25% |
$23.4K - $26.6K
|
527
$275K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$1.91K - $2.18K
|
67.8K
$35.4M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.12K+ 207.0% |
$538K - $611K
|
1.67K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$1.91K - $2.18K
|
4
$2.09K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
52+ 5.0% |
$24.9K - $28.3K
|
1.09K
$570K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-58- 5.63% |
$27.7K - $31.5K
|
972
$508K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-17- 0.91% |
$8.13K - $9.24K
|
1.85K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-178- 7.65% |
$85.1K - $96.8K
|
2.15K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 4.29% |
$4.78K - $5.44K
|
223
$116K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
973New |
$465K - $529K
|
973
$508K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
289+ 28.9% |
$138K - $157K
|
1.29K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 1.17% |
$4.3K - $4.89K
|
775
$405K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.05K+ 26.7% |
$501K - $570K
|
4.97K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-486- 11.62% |
$232K - $264K
|
3.7K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.06K+ 1278.48% |
$2.9M - $3.3M
|
6.53K
$3.41M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2+ 0.01% |
$957 - $1.09K
|
14K
$7.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
666+ 3.34% |
$319K - $362K
|
20.6K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1+ 0.1% |
$478 - $544
|
966
$504K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
785+ 0.87% |
$375K - $427K
|
91.1K
$47.6M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10K- 34.8% |
$4.8M - $5.45M
|
18.8K
$9.81M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.54% |
$3.35K - $3.81K
|
1.3K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
409New |
$196K - $222K
|
409
$214K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
9.3KNew |
$4.45M - $5.06M
|
9.3K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-49- 3.96% |
$23.4K - $26.6K
|
1.19K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$478 - $544
|
590
$308K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
SELL
|
- |
-196- 1.45% |
$93.7K - $107K
|
13.3K
$6.95M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.65K- 19.38% |
$2.7M - $3.07M
|
23.5K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.4K+ 455.1% |
$3.54M - $4.02M
|
9.03K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
3.41K+ 0.34% |
$1.63M - $1.85M
|
1.02M
$531M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-400- 49.63% |
$191K - $218K
|
406
$212K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.84K- 17.68% |
$881K - $1M
|
8.58K
$4.48M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.38KNew |
$1.62M - $1.84M
|
3.38K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.7K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-274- 11.33% |
$131K - $149K
|
2.14K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-13.5K- 1.93% |
$6.45M - $7.33M
|
683K
$357M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.38K- 0.69% |
$661K - $751K
|
198K
$103M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
13+ 10.16% |
$6.22K - $7.07K
|
141
$73.6K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.59% |
$2.87K - $3.26K
|
1.02K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
874New |
$418K - $475K
|
874
$456K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 0.32% |
$12.4K - $14.1K
|
8.09K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-358- 11.59% |
$171K - $195K
|
2.73K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-54- 8.48% |
$25.8K - $29.4K
|
583
$304K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-207K- 42.32% |
$99M - $113M
|
282K
$147M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14- 2.99% |
$6.7K - $7.61K
|
455
$238K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-5- 1.14% |
$2.39K - $2.72K
|
434
$227K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-31- 0.14% |
$14.8K - $16.9K
|
22.2K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
532New |
$254K - $289K
|
532
$278K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
425New |
$203K - $231K
|
425
$222K
|