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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.23K- 43.59% |
$4.42M - $5.02M
|
11.9K
$6.19M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$13.4K - $15.2K
|
28
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.17% |
$13.9K - $15.8K
|
17.5K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 12.34% |
$9.09K - $10.3K
|
173
$89.6K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.84KNew |
$1.36M - $1.54M
|
2.84K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
8.9KNew |
$4.25M - $4.84M
|
8.9K
$4.61M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
49+ 2.52% |
$23.4K - $26.6K
|
1.99K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 45.17% |
$1.52M - $1.73M
|
10.2K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
416New |
$199K - $226K
|
416
$215K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-399- 2.34% |
$191K - $217K
|
16.7K
$8.63M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
833New |
$398K - $453K
|
833
$431K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6.79K+ 36.97% |
$3.25M - $3.69M
|
25.2K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188+ 13.17% |
$89.9K - $102K
|
1.62K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67K+ 38.82% |
$3.67M - $4.17M
|
27.4K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-193- 11.16% |
$92.3K - $105K
|
1.54K
$795K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
67+ 5.26% |
$32K - $36.4K
|
1.34K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-266- 8.05% |
$127K - $145K
|
3.04K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23- 2.36% |
$11K - $12.5K
|
952
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
8.68K+ 175.98% |
$4.15M - $4.72M
|
13.6K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.03K+ 5.48% |
$1.45M - $1.65M
|
58.4K
$30.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-178- 8.39% |
$85.1K - $96.8K
|
1.94K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30- 3.35% |
$14.3K - $16.3K
|
866
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 1.0% |
$44K - $50K
|
9.32K
$4.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
53+ 8.69% |
$25.3K - $28.8K
|
663
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.5K- 10.64% |
$11.3M - $12.8M
|
198K
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
89+ 20.14% |
$42.6K - $48.4K
|
531
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$957 - $1.09K
|
3.85K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-9- 1.56% |
$4.3K - $4.89K
|
567
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-20- 2.97% |
$9.57K - $10.9K
|
654
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3New |
$1.43K - $1.63K
|
3
$1.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-473- 0.07% |
$226K - $257K
|
724K
$375M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
536+ 5.2% |
$256K - $291K
|
10.9K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.68K- 58.94% |
$803K - $912K
|
1.17K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-21- 5.05% |
$10K - $11.4K
|
395
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-414- 0.51% |
$198K - $225K
|
80.4K
$41.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
245+ 40.43% |
$117K - $133K
|
851
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.38K- 42.96% |
$660K - $750K
|
1.83K
$949K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 17.86% |
$21.5K - $24.5K
|
297
$154K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.62% |
$191K - $218K
|
14.9K
$7.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-328- 1.9% |
$157K - $178K
|
17K
$8.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.61% |
$5.26K - $5.98K
|
1.81K
$937K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
228+ 0.11% |
$109K - $124K
|
202K
$105M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
63+ 4.41% |
$30.1K - $34.3K
|
1.49K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-15- 3.53% |
$7.17K - $8.16K
|
410
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 4.72% |
$44K - $50K
|
2.04K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
510+ 5.35% |
$244K - $277K
|
10K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
33+ 4.71% |
$15.8K - $17.9K
|
734
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.93K- 2.2% |
$1.88M - $2.14M
|
174K
$90.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30+ 1.45% |
$14.3K - $16.3K
|
2.1K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.01K+ 35.6% |
$1.44M - $1.64M
|
11.5K
$5.94M
|