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 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-273- 20.65% |
$131K - $148K
|
1.05K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
79+ 4.44% |
$37.8K - $43K
|
1.86K
$963K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15.3K- 41.61% |
$7.33M - $8.33M
|
21.5K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
442+ 193.86% |
$211K - $240K
|
670
$347K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 0.6% |
$87.5K - $99.5K
|
30.5K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77+ 4.21% |
$36.8K - $41.9K
|
1.91K
$987K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 4.65% |
$892K - $1.01M
|
38.2K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
173+ 25.48% |
$82.7K - $94.1K
|
852
$441K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
7.09K+ 2.63% |
$3.39M - $3.85M
|
277K
$143M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2- 0.18% |
$957 - $1.09K
|
1.1K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.95KNew |
$934K - $1.06M
|
1.95K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 1.74% |
$9.57K - $10.9K
|
1.13K
$585K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
125New |
$59.8K - $68K
|
125
$64.7K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2- 0.12% |
$957 - $1.09K
|
1.7K
$878K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
23+ 2.16% |
$11K - $12.5K
|
1.09K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-100- 15.43% |
$47.8K - $54.4K
|
548
$284K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 2.68% |
$16.7K - $19K
|
1.34K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-143- 10.44% |
$68.4K - $77.8K
|
1.23K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
96+ 15.64% |
$45.9K - $52.2K
|
710
$368K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-217- 12.76% |
$104K - $118K
|
1.48K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
28.5KNew |
$13.6M - $15.5M
|
28.5K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
224+ 32.09% |
$107K - $122K
|
922
$477K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1+ 0.05% |
$478 - $544
|
2.17K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
121+ 13.7% |
$57.9K - $65.8K
|
1K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-102- 0.49% |
$48.8K - $55.5K
|
20.6K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.07K- 30.08% |
$989K - $1.12M
|
4.81K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
153+ 0.51% |
$73.2K - $83.2K
|
30K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
322+ 11.26% |
$154K - $175K
|
3.18K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.2% |
$2.87K - $3.26K
|
2.98K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$478 - $544
|
1
$518
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-82- 3.26% |
$39.2K - $44.6K
|
2.44K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-82- 42.49% |
$39.2K - $44.6K
|
111
$57.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 37.5% |
$2.87K - $3.26K
|
10
$5.18K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Ownership Capital B.V.
|
SELL
|
- |
-21.8K- 15.7% |
$10.4M - $11.8M
|
117K
$60.5M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
652New |
$312K - $355K
|
652
$338K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
455New |
$218K - $247K
|
455
$236K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-15- 1.45% |
$7.17K - $8.16K
|
1.02K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-8.58K- 24.66% |
$4.1M - $4.67M
|
26.2K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-171- 0.76% |
$81.8K - $93K
|
22.4K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.8K- 5.56% |
$11.9M - $13.5M
|
421K
$218M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.4K- 3.69% |
$671K - $763K
|
36.6K
$19M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-772- 20.88% |
$369K - $420K
|
2.93K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.82K+ 6.27% |
$2.78M - $3.16M
|
98.6K
$51M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-48- 5.1% |
$23K - $26.1K
|
893
$462K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-38- 4.34% |
$18.2K - $20.7K
|
838
$434K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
82+ 2.34% |
$39.2K - $44.6K
|
3.59K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
269+ 2.48% |
$129K - $146K
|
11.1K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
59+ 0.12% |
$28.2K - $32.1K
|
50.1K
$25.9M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.37K- 7.69% |
$1.13M - $1.29M
|
28.5K
$14.7M
|