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 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-10- 0.33% |
$4.78K - $5.44K
|
3.02K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
271+ 32.97% |
$130K - $147K
|
1.09K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 12.31% |
$37.8K - $43K
|
563
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-348- 51.33% |
$166K - $189K
|
330
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38+ 9.0% |
$18.2K - $20.7K
|
460
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
905+ 16.08% |
$433K - $492K
|
6.53K
$3.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$478 - $544
|
63.8K
$33.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 1.78% |
$13.4K - $15.2K
|
1.55K
$809K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
710+ 156.73% |
$340K - $386K
|
1.16K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
400New |
$191K - $218K
|
400
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 1.99% |
$14.3K - $16.3K
|
1.48K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.15% |
$4.78K - $5.44K
|
455
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
422New |
$202K - $229K
|
422
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-457- 21.74% |
$219K - $249K
|
1.65K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 6.98% |
$2.87K - $3.26K
|
80
$41.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.61% |
$1.43K - $1.63K
|
487
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-285- 29.97% |
$136K - $155K
|
666
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.7K- 9.97% |
$6.06M - $6.9M
|
114K
$59.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7- 0.22% |
$3.35K - $3.81K
|
3.15K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.82K- 26.15% |
$3.26M - $3.71M
|
19.2K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
99+ 5.35% |
$47.3K - $53.8K
|
1.95K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-12- 0.89% |
$5.74K - $6.53K
|
1.34K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.71% |
$2.87K - $3.26K
|
855
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-95- 5.38% |
$45.4K - $51.7K
|
1.67K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
177+ 8.46% |
$84.7K - $96.2K
|
2.27K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 22.73% |
$4.78K - $5.44K
|
54
$28.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-135- 18.62% |
$64.6K - $73.4K
|
590
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.05K- 1.53% |
$503K - $572K
|
67.7K
$35.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 23.72% |
$82.3K - $93.5K
|
553
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-8.99K- 9.64% |
$4.3M - $4.89M
|
84.3K
$44M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-131- 13.98% |
$62.7K - $71.2K
|
806
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
2.03K+ 7.2% |
$972K - $1.11M
|
30.3K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.46% |
$4.3K - $4.89K
|
625
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-568- 6.64% |
$272K - $309K
|
7.98K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-100- 8.24% |
$47.8K - $54.4K
|
1.11K
$582K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
536+ 5.79% |
$256K - $291K
|
9.8K
$5.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 17.14% |
$2.87K - $3.26K
|
41
$21.4K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4- 0.91% |
$1.91K - $2.18K
|
434
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.12% |
$4.3K - $4.89K
|
7.63K
$3.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81- 10.36% |
$38.7K - $44K
|
701
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.18K+ 1.15% |
$565K - $642K
|
104K
$54.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13- 2.5% |
$6.22K - $7.07K
|
506
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-151- 16.69% |
$72.2K - $82.1K
|
754
$394K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
104+ 4.51% |
$49.7K - $56.6K
|
2.41K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-1- 0.19% |
$478 - $544
|
527
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.11% |
$478 - $544
|
944
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 42.86% |
$1.43K - $1.63K
|
4
$2.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-112- 6.99% |
$53.6K - $60.9K
|
1.49K
$778K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-789- 46.63% |
$377K - $429K
|
903
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
62+ 1.95% |
$29.7K - $33.7K
|
3.24K
$1.69M
|