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 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-10.2K- 95.61% |
$4.9M - $5.57M
|
471
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 4.74% |
$18.7K - $21.2K
|
862
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$1.43K - $1.63K
|
9
$4.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-8- 0.95% |
$3.83K - $4.35K
|
834
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10K+ 6.54% |
$4.8M - $5.46M
|
163K
$85.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
157+ 1.16% |
$75.1K - $85.4K
|
13.7K
$7.13M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
82+ 64.57% |
$39.2K - $44.6K
|
209
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.63K- 0.97% |
$780K - $886K
|
166K
$86.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-225- 17.73% |
$108K - $122K
|
1.04K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1+ 0.12% |
$478 - $544
|
814
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-195- 26.75% |
$93.3K - $106K
|
534
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 4.79% |
$20.6K - $23.4K
|
940
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-745- 2.67% |
$356K - $405K
|
27.1K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 19.5% |
$18.7K - $21.2K
|
239
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
5.2K+ 11.35% |
$2.49M - $2.83M
|
51K
$26.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.81K- 20.31% |
$2.3M - $2.62M
|
18.9K
$9.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
173K+ 41.39% |
$82.5M - $93.8M
|
589K
$308M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 1.28% |
$20.1K - $22.8K
|
3.23K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.88K- 75.3% |
$900K - $1.02M
|
617
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-79- 3.49% |
$37.8K - $43K
|
2.19K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 14.08% |
$4.78K - $5.44K
|
61
$31.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 19.61% |
$549K - $624K
|
7K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
463+ 11.35% |
$221K - $252K
|
4.54K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
39+ 5.66% |
$18.7K - $21.2K
|
728
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-50- 7.8% |
$23.9K - $27.2K
|
591
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
148+ 8.73% |
$70.8K - $80.5K
|
1.84K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-10- 0.45% |
$4.78K - $5.44K
|
2.24K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
201+ 8.88% |
$96.1K - $109K
|
2.46K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.07K+ 21.11% |
$514K - $584K
|
6.16K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 3.4% |
$23.9K - $27.2K
|
1.42K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
150+ 2.04% |
$71.7K - $81.6K
|
7.49K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-63- 6.05% |
$30.1K - $34.3K
|
978
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.58KNew |
$1.24M - $1.4M
|
2.58K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
180+ 41.38% |
$86.1K - $97.9K
|
615
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 1.75% |
$3.83K - $4.35K
|
449
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-630- 2.86% |
$301K - $343K
|
21.4K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.1KNew |
$4.35M - $4.95M
|
9.1K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.04% |
$478 - $544
|
2.44K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.51K- 1.71% |
$1.2M - $1.37M
|
145K
$75.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.02% |
$571K - $649K
|
60.2K
$31.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$4.78K - $5.44K
|
3.38K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-127- 19.66% |
$60.7K - $69.1K
|
519
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.34% |
$18.7K - $21.2K
|
11.4K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-81- 4.57% |
$38.7K - $44K
|
1.69K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54+ 1.37% |
$25.8K - $29.4K
|
3.99K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 6.13% |
$4.78K - $5.44K
|
153
$79.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11+ 183.33% |
$5.26K - $5.98K
|
17
$8.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.31K- 22.23% |
$2.06M - $2.34M
|
15.1K
$7.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-10- 1.22% |
$4.78K - $5.44K
|
809
$422K
|