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 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.81% |
$335K - $381K
|
85.5K
$44.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
22+ 2.85% |
$10.5K - $12K
|
794
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-290- 3.8% |
$139K - $158K
|
7.34K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
6.69KNew |
$3.2M - $3.64M
|
6.69K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
245+ 0.5% |
$117K - $133K
|
49.7K
$25.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
741+ 12.91% |
$354K - $403K
|
6.48K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 3.13% |
$9.57K - $10.9K
|
659
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-732- 28.92% |
$350K - $398K
|
1.8K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-115- 64.61% |
$55K - $62.5K
|
63
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
26.3K+ 113.7% |
$12.6M - $14.3M
|
49.5K
$25.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
410+ 72.95% |
$196K - $223K
|
972
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 28.81% |
$1.1M - $1.25M
|
10.2K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-103- 13.62% |
$49.3K - $56K
|
653
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37- 6.78% |
$17.7K - $20.1K
|
509
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-416- 12.31% |
$199K - $226K
|
2.96K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-199- 27.41% |
$95.2K - $108K
|
527
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.5K+ 1.25% |
$719K - $818K
|
122K
$63M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.03% |
$957 - $1.09K
|
7.91K
$4.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56+ 6.36% |
$26.8K - $30.5K
|
937
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.29% |
$8.13K - $9.24K
|
5.97K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-142- 15.94% |
$67.9K - $77.2K
|
749
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05K+ 5.65% |
$502K - $570K
|
19.6K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-52- 8.62% |
$24.9K - $28.3K
|
551
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 2.11% |
$2.87K - $3.26K
|
279
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 80.0% |
$3.83K - $4.35K
|
18
$9.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$14.8K - $16.9K
|
31
$16.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
167+ 48.13% |
$79.9K - $90.8K
|
514
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 14.49% |
$75.1M - $85.4M
|
927K
$480M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 4.93% |
$15.3K - $17.4K
|
617
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
974+ 42.89% |
$466K - $530K
|
3.25K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-259- 63.33% |
$124K - $141K
|
150
$77.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-166- 1.31% |
$79.4K - $90.3K
|
12.5K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16.7KNew |
$8.01M - $9.11M
|
16.7K
$8.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
53+ 12.21% |
$25.3K - $28.8K
|
487
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
121+ 10.93% |
$57.9K - $65.8K
|
1.23K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
19+ 9.0% |
$9.09K - $10.3K
|
230
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.14% |
$957 - $1.09K
|
1.46K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
4K+ 6.23% |
$1.91M - $2.18M
|
68.2K
$35.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-108K- 16.04% |
$51.8M - $58.9M
|
567K
$293M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
17+ 0.9% |
$8.13K - $9.24K
|
1.9K
$983K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
66+ 6.19% |
$31.6K - $35.9K
|
1.13K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
396New |
$189K - $215K
|
396
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 3.19% |
$37.8K - $43K
|
2.4K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-278- 11.46% |
$133K - $151K
|
2.15K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13+ 0.76% |
$6.22K - $7.07K
|
1.73K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
642+ 5.01% |
$307K - $349K
|
13.5K
$6.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2- 6.25% |
$957 - $1.09K
|
30
$15.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.27% |
$1.91K - $2.18K
|
1.5K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.44K+ 28.51% |
$689K - $783K
|
6.49K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.96K+ 1.2% |
$939K - $1.07M
|
165K
$85.6M
|