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 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
102+ 14.74% |
$48.8K - $55.5K
|
794
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.41K- 23.45% |
$676K - $769K
|
4.62K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
249+ 2.44% |
$119K - $135K
|
10.5K
$5.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
191+ 4.38% |
$91.3K - $104K
|
4.55K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.47% |
$4.78K - $5.44K
|
2.11K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-35- 0.79% |
$16.7K - $19K
|
4.39K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
668+ 14.4% |
$319K - $363K
|
5.31K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.87% |
$2.39K - $2.72K
|
571
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 8.05% |
$19.1K - $21.8K
|
457
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.06KNew |
$506K - $575K
|
1.06K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
532+ 97.26% |
$254K - $289K
|
1.08K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 1.36% |
$9.57K - $10.9K
|
1.5K
$781K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
33+ 2.66% |
$15.8K - $17.9K
|
1.27K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
630+ 13.91% |
$301K - $343K
|
5.16K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-385- 1.94% |
$184K - $209K
|
19.4K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.32% |
$7.65K - $8.7K
|
4.95K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
411+ 65.13% |
$197K - $223K
|
1.04K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-947- 2.99% |
$453K - $515K
|
30.7K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-186- 1.26% |
$89K - $101K
|
14.5K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
369+ 12.06% |
$176K - $201K
|
3.43K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
532New |
$254K - $289K
|
532
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 8.04% |
$28.7K - $32.6K
|
806
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 5.6% |
$56K - $63.6K
|
2.21K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.38% |
$1.43K - $1.63K
|
787
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9- 0.5% |
$4.3K - $4.89K
|
1.8K
$941K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-28- 3.07% |
$13.4K - $15.2K
|
883
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-5- 5.0% |
$2.39K - $2.72K
|
95
$49.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-398- 11.25% |
$190K - $216K
|
3.14K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.06K+ 185.81% |
$507K - $577K
|
1.63K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-44- 5.01% |
$21K - $23.9K
|
834
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-89- 0.8% |
$42.6K - $48.4K
|
11.1K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
682+ 8.87% |
$326K - $371K
|
8.37K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-54- 1.07% |
$25.8K - $29.4K
|
4.98K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60+ 4.52% |
$28.7K - $32.6K
|
1.39K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-4.75K- 36.67% |
$2.27M - $2.58M
|
8.2K
$4.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-174- 15.56% |
$83.2K - $94.6K
|
944
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.6K- 58.9% |
$2.68M - $3.05M
|
3.91K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 9.33% |
$45K - $51.1K
|
913
$477K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
188+ 15.71% |
$89.9K - $102K
|
1.39K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
15.3K+ 8.86% |
$7.3M - $8.3M
|
188K
$97.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
231+ 4.27% |
$110K - $126K
|
5.64K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.52% |
$478 - $544
|
192
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.27K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.22% |
$3.83K - $4.35K
|
3.7K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.59% |
$478 - $544
|
64
$33.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 6.35% |
$1.91K - $2.18K
|
59
$30.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.36% |
$1.43K - $1.63K
|
843
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
321+ 15.77% |
$154K - $175K
|
2.36K
$1.23M
|