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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 14.49% |
$75.1M - $85.4M
|
927K
$484M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 4.93% |
$15.3K - $17.4K
|
617
$322K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
974+ 42.89% |
$466K - $530K
|
3.25K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-259- 63.33% |
$124K - $141K
|
150
$78.3K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-166- 1.31% |
$79.4K - $90.3K
|
12.5K
$6.52M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16.7KNew |
$8.01M - $9.11M
|
16.7K
$8.74M
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
53+ 12.21% |
$25.3K - $28.8K
|
487
$254K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
121+ 10.93% |
$57.9K - $65.8K
|
1.23K
$641K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
19+ 9.0% |
$9.09K - $10.3K
|
230
$120K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.14% |
$957 - $1.09K
|
1.46K
$763K
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
4K+ 6.23% |
$1.91M - $2.18M
|
68.2K
$35.6M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-108K- 16.04% |
$51.8M - $58.9M
|
567K
$296M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
17+ 0.9% |
$8.13K - $9.24K
|
1.9K
$991K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
66+ 6.19% |
$31.6K - $35.9K
|
1.13K
$591K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
396New |
$189K - $215K
|
396
$207K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 3.19% |
$37.8K - $43K
|
2.4K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-278- 11.46% |
$133K - $151K
|
2.15K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13+ 0.76% |
$6.22K - $7.07K
|
1.73K
$903K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
642+ 5.01% |
$307K - $349K
|
13.5K
$7.03M
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2- 6.25% |
$957 - $1.09K
|
30
$15.7K
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.27% |
$1.91K - $2.18K
|
1.5K
$785K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.44K+ 28.51% |
$689K - $783K
|
6.49K
$3.39M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.96K+ 1.2% |
$939K - $1.07M
|
165K
$86.3M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-182- 12.75% |
$87K - $99K
|
1.25K
$651K
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
466New |
$223K - $253K
|
466
$243K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3- 0.43% |
$1.43K - $1.63K
|
691
$361K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
782+ 232.05% |
$374K - $425K
|
1.12K
$584K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
865New |
$414K - $470K
|
865
$452K
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-460- 47.87% |
$220K - $250K
|
501
$262K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30+ 1.66% |
$14.3K - $16.3K
|
1.83K
$958K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.61K
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
111+ 78.17% |
$53.1K - $60.4K
|
253
$132K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
780+ 1.62% |
$373K - $424K
|
49K
$25.6M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
147+ 3.91% |
$70.3K - $79.9K
|
3.9K
$2.04M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-231- 1.21% |
$110K - $126K
|
18.9K
$9.87M
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-48.6K- 26.2% |
$23.3M - $26.4M
|
137K
$71.5M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
74+ 1.33% |
$35.4K - $40.2K
|
5.65K
$2.95M
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
419+ 29.22% |
$200K - $228K
|
1.85K
$967K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-869- 6.61% |
$416K - $473K
|
12.3K
$6.41M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-53- 5.36% |
$25.3K - $28.8K
|
936
$489K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-180- 0.66% |
$86.1K - $97.9K
|
27K
$14.1M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 7.59% |
$5.26K - $5.98K
|
134
$70K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-730- 0.66% |
$349K - $397K
|
111K
$57.7M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.99K- 1.38% |
$2.38M - $2.71M
|
356K
$186M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
169+ 11.34% |
$80.8K - $91.9K
|
1.66K
$866K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-690- 25.73% |
$330K - $375K
|
1.99K
$1.04M
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
364+ 60.97% |
$174K - $198K
|
961
$502K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-479- 21.57% |
$229K - $260K
|
1.74K
$910K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
25.4K+ 26.75% |
$12.1M - $13.8M
|
120K
$62.8M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.32K+ 5.46% |
$630K - $717K
|
25.5K
$13.3M
|