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
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$957 - $1.09K
|
3.85K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-9- 1.56% |
$4.3K - $4.89K
|
567
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-20- 2.97% |
$9.57K - $10.9K
|
654
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3New |
$1.43K - $1.63K
|
3
$1.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-473- 0.07% |
$226K - $257K
|
724K
$384M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
536+ 5.2% |
$256K - $291K
|
10.9K
$5.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.68K- 58.94% |
$803K - $912K
|
1.17K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-21- 5.05% |
$10K - $11.4K
|
395
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-414- 0.51% |
$198K - $225K
|
80.4K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
245+ 40.43% |
$117K - $133K
|
851
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.38K- 42.96% |
$660K - $750K
|
1.83K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 17.86% |
$21.5K - $24.5K
|
297
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.62% |
$191K - $218K
|
14.9K
$7.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.61% |
$5.26K - $5.98K
|
1.81K
$961K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
228+ 0.11% |
$109K - $124K
|
202K
$107M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
63+ 4.41% |
$30.1K - $34.3K
|
1.49K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-15- 3.53% |
$7.17K - $8.16K
|
410
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 4.72% |
$44K - $50K
|
2.04K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
510+ 5.35% |
$244K - $277K
|
10K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
33+ 4.71% |
$15.8K - $17.9K
|
734
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.93K- 2.2% |
$1.88M - $2.14M
|
174K
$92.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30+ 1.45% |
$14.3K - $16.3K
|
2.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.01K+ 35.6% |
$1.44M - $1.64M
|
11.5K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.81% |
$335K - $381K
|
85.5K
$45.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
22+ 2.85% |
$10.5K - $12K
|
794
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
6.69KNew |
$3.2M - $3.64M
|
6.69K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
245+ 0.5% |
$117K - $133K
|
49.7K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
741+ 12.91% |
$354K - $403K
|
6.48K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 3.13% |
$9.57K - $10.9K
|
659
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-732- 28.92% |
$350K - $398K
|
1.8K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-115- 64.61% |
$55K - $62.5K
|
63
$33.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
26.3K+ 113.7% |
$12.6M - $14.3M
|
49.5K
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
410+ 72.95% |
$196K - $223K
|
972
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 28.81% |
$1.1M - $1.25M
|
10.2K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-103- 13.62% |
$49.3K - $56K
|
653
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37- 6.78% |
$17.7K - $20.1K
|
509
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-416- 12.31% |
$199K - $226K
|
2.96K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-199- 27.41% |
$95.2K - $108K
|
527
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.5K+ 1.25% |
$719K - $818K
|
122K
$64.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.03% |
$957 - $1.09K
|
7.91K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56+ 6.36% |
$26.8K - $30.5K
|
937
$497K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.29% |
$8.13K - $9.24K
|
5.97K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-142- 15.94% |
$67.9K - $77.2K
|
749
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05K+ 5.65% |
$502K - $570K
|
19.6K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-52- 8.62% |
$24.9K - $28.3K
|
551
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 2.11% |
$2.87K - $3.26K
|
279
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 80.0% |
$3.83K - $4.35K
|
18
$9.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$14.8K - $16.9K
|
31
$16.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
167+ 48.13% |
$79.9K - $90.8K
|
514
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 14.49% |
$75.1M - $85.4M
|
927K
$492M
|