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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
119+ 1.3% |
$53.1K - $62.8K
|
9.3K
$4.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.05K+ 6.94% |
$470K - $555K
|
16.2K
$8.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 1.76% |
$948K - $1.12M
|
119K
$62M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 2.55% |
$43.3K - $51.2K
|
3.9K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.8K- 8.85% |
$1.25M - $1.48M
|
28.8K
$15M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
586New |
$262K - $309K
|
586
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
115+ 23.23% |
$51.3K - $60.6K
|
610
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.11% |
$81.2K - $96K
|
8.8K
$4.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8- 1.77% |
$3.57K - $4.22K
|
445
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-42- 3.03% |
$18.7K - $22.1K
|
1.35K
$702K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
394New |
$176K - $208K
|
394
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 1.45% |
$8.93K - $10.5K
|
1.4K
$733K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
4+ 0.33% |
$1.79K - $2.11K
|
1.23K
$640K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
228+ 7.73% |
$102K - $120K
|
3.18K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-138- 8.28% |
$61.6K - $72.8K
|
1.53K
$798K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
230+ 3.77% |
$103K - $121K
|
6.33K
$3.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.31K- 3.39% |
$583K - $689K
|
37.3K
$19.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 5.71% |
$2.68K - $3.16K
|
111
$57.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
448New |
$200K - $236K
|
448
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
304+ 59.14% |
$136K - $160K
|
818
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.94K+ 9.57% |
$864K - $1.02M
|
22.2K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35+ 3.48% |
$15.6K - $18.5K
|
1.04K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
407New |
$182K - $215K
|
407
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-26- 5.22% |
$11.6K - $13.7K
|
472
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-76- 13.77% |
$33.9K - $40.1K
|
476
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-27- 2.51% |
$12.1K - $14.2K
|
1.05K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2- 0.38% |
$893 - $1.05K
|
528
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
440+ 5500.0% |
$196K - $232K
|
448
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
474+ 2.44% |
$212K - $250K
|
19.9K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
796+ 16.81% |
$355K - $420K
|
5.53K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 25.64% |
$22.3K - $26.4K
|
145
$75.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.39% |
$6.25K - $7.38K
|
1.02K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
405+ 71.81% |
$181K - $214K
|
969
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.13% |
$893 - $1.05K
|
1.57K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.56% |
$11.6K - $13.7K
|
1.04K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 3.23% |
$446 - $527
|
32
$16.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 3.73% |
$10.3K - $12.1K
|
593
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.22% |
$2.23K - $2.64K
|
2.31K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-90- 2.45% |
$40.2K - $47.5K
|
3.59K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.46K+ 16.37% |
$653K - $771K
|
10.4K
$5.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
106+ 1.72% |
$47.3K - $55.9K
|
6.27K
$3.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.09K- 7.56% |
$486K - $574K
|
13.3K
$6.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.97KNew |
$2.66M - $3.15M
|
5.97K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-8- 0.31% |
$3.57K - $4.22K
|
2.56K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328+ 4.95% |
$146K - $173K
|
6.96K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 50.0% |
$134K - $158K
|
900
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
422New |
$188K - $223K
|
422
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.23% |
$63.8K - $75.4K
|
1.22K
$639K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
581New |
$259K - $306K
|
581
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
51+ 10.49% |
$22.8K - $26.9K
|
537
$280K
|