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 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-346- 14.62% |
$154K - $182K
|
2.02K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 120.0% |
$2.68K - $3.16K
|
11
$5.74K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
16+ 0.09% |
$7.14K - $8.44K
|
17.4K
$9.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
433+ 15.97% |
$193K - $228K
|
3.14K
$1.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25+ 4.2% |
$11.2K - $13.2K
|
620
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.15K- 92.84% |
$2.74M - $3.24M
|
474
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$4.02K - $4.75K
|
9
$4.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
66+ 20.69% |
$29.5K - $34.8K
|
385
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
3.55KNew |
$1.59M - $1.87M
|
3.55K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 13.59% |
$63.8K - $75.4K
|
1.2K
$624K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 8.34% |
$55.3K - $65.4K
|
1.36K
$711K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
46+ 7.34% |
$20.5K - $24.3K
|
673
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 14.01% |
$19.2K - $22.7K
|
264
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
565+ 15.6% |
$252K - $298K
|
4.19K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1- 0.05% |
$446 - $527
|
1.89K
$984K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-14- 0.26% |
$6.25K - $7.38K
|
5.41K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-299- 11.3% |
$133K - $158K
|
2.35K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
360+ 3.64% |
$161K - $190K
|
10.2K
$5.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.68K- 8.37% |
$1.19M - $1.41M
|
29.3K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 36.21% |
$18.7K - $22.1K
|
158
$82.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-41- 1.65% |
$18.3K - $21.6K
|
2.45K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6New |
$2.68K - $3.16K
|
6
$3.13K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
20+ 0.86% |
$8.93K - $10.5K
|
2.34K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1- 0.09% |
$446 - $527
|
1.17K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
503New |
$224K - $265K
|
503
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
69+ 14.84% |
$30.8K - $36.4K
|
534
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
227+ 9.53% |
$101K - $120K
|
2.61K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55+ 3.7% |
$24.5K - $29K
|
1.54K
$805K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-33- 0.43% |
$14.7K - $17.4K
|
7.69K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 52.38% |
$4.91K - $5.8K
|
32
$16.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-286- 3.59% |
$128K - $151K
|
7.69K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-437- 2.45% |
$195K - $230K
|
17.4K
$9.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
400New |
$179K - $211K
|
400
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-4- 0.83% |
$1.79K - $2.11K
|
480
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
953+ 7.13% |
$425K - $503K
|
14.3K
$7.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
37+ 0.81% |
$16.5K - $19.5K
|
4.58K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35+ 7.34% |
$15.6K - $18.5K
|
512
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
492+ 41.1% |
$220K - $259K
|
1.69K
$882K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-313- 4.89% |
$140K - $165K
|
6.09K
$3.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
13+ 9.77% |
$5.8K - $6.86K
|
146
$76.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-2.54K- 57.05% |
$1.13M - $1.34M
|
1.91K
$999K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
281+ 2.43% |
$125K - $148K
|
11.9K
$6.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
330+ 3.07% |
$147K - $174K
|
11.1K
$5.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-15- 1.01% |
$6.69K - $7.91K
|
1.47K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.32K+ 19.07% |
$588K - $695K
|
8.22K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 5.81% |
$2.23K - $2.64K
|
81
$42.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-23- 1.99% |
$10.3K - $12.1K
|
1.13K
$590K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
186+ 2066.67% |
$83K - $98.1K
|
195
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 7.03% |
$10.3K - $12.1K
|
350
$183K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 1.21% |
$67.4K - $79.6K
|
12.3K
$6.43M
|