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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 2.12% |
$7.17K - $8.16K
|
721
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 4.49% |
$3.83K - $4.35K
|
170
$89.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
59+ 4.87% |
$28.2K - $32.1K
|
1.27K
$668K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.34% |
$9.57K - $10.9K
|
833
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
163+ 3.08% |
$78K - $88.6K
|
5.46K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-53- 2.14% |
$25.3K - $28.8K
|
2.42K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.42% |
$2.87K - $3.26K
|
1.45K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 8.99% |
$484K - $550K
|
12.3K
$6.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.2% |
$478 - $544
|
507
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-93- 0.89% |
$44.5K - $50.6K
|
10.4K
$5.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 25.0% |
$957 - $1.09K
|
10
$5.25K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$13.9K - $15.8K
|
29
$15.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-18- 2.97% |
$8.61K - $9.79K
|
589
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
185+ 12.66% |
$88.5K - $101K
|
1.65K
$865K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
1.74KNew |
$831K - $945K
|
1.74K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-685- 4.63% |
$328K - $372K
|
14.1K
$7.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
40+ 3.6% |
$19.1K - $21.8K
|
1.15K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
405+ 1306.45% |
$194K - $220K
|
436
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.67% |
$3.35K - $3.81K
|
1.06K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-656- 59.53% |
$314K - $357K
|
446
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
SELL
|
- |
-11.2K- 60.78% |
$5.34M - $6.07M
|
7.21K
$3.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
50+ 12.11% |
$23.9K - $27.2K
|
463
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $13.6K
|
8.25K
$4.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-20- 0.35% |
$9.57K - $10.9K
|
5.74K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.58% |
$5.74K - $6.53K
|
746
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-851- 4.11% |
$407K - $463K
|
19.9K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-592- 3.39% |
$283K - $322K
|
16.9K
$8.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 5.41% |
$2.87K - $3.26K
|
105
$55.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-7.02K- 6.01% |
$3.36M - $3.82M
|
110K
$57.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-169- 12.52% |
$80.8K - $91.9K
|
1.18K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29- 0.61% |
$13.9K - $15.8K
|
4.73K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.25K+ 16.2% |
$1.55M - $1.77M
|
23.3K
$12.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-487- 22.98% |
$233K - $265K
|
1.63K
$857K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32- 5.3% |
$15.3K - $17.4K
|
572
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-43- 5.13% |
$20.6K - $23.4K
|
795
$418K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-15- 7.61% |
$7.17K - $8.16K
|
182
$95.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 1.22% |
$15.3K - $17.4K
|
2.66K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
37New |
$17.7K - $20.1K
|
37
$19.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-279- 1.31% |
$133K - $152K
|
20.9K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-26- 1.8% |
$12.4K - $14.1K
|
1.42K
$747K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 5.02% |
$10K - $11.4K
|
439
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-42- 7.43% |
$20.1K - $22.8K
|
523
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 4.47% |
$89.9K - $102K
|
4.39K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-39- 5.67% |
$18.7K - $21.2K
|
649
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-46- 2.88% |
$22K - $25K
|
1.55K
$816K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-17- 1.55% |
$8.13K - $9.24K
|
1.08K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 4.69% |
$9.09K - $10.3K
|
386
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.78% |
$478 - $544
|
130
$68.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.58K+ 590.22% |
$3.14M - $3.58M
|
7.69K
$4.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 2.05% |
$9.57K - $10.9K
|
995
$523K
|