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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-146- 0.8% |
$64K - $77K
|
18.2K
$9.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-104- 0.78% |
$45.6K - $54.8K
|
13.2K
$6.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 12.86% |
$3.94K - $4.75K
|
61
$32K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
52+ 1.17% |
$22.8K - $27.4K
|
4.5K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.42K+ 1972.77% |
$1.94M - $2.33M
|
4.64K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 2.83% |
$18.4K - $22.1K
|
1.53K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-22- 9.52% |
$9.64K - $11.6K
|
209
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-185- 7.2% |
$81.1K - $97.5K
|
2.39K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 90.91% |
$21.9K - $26.4K
|
5
$2.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20+ 0.9% |
$8.77K - $10.5K
|
2.24K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 24.16% |
$446K - $536K
|
5.23K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.92K- 14.96% |
$842K - $1.01M
|
10.9K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.58K+ 71.94% |
$691K - $832K
|
3.77K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-48- 1.11% |
$21K - $25.3K
|
4.27K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-117- 5.48% |
$51.3K - $61.7K
|
2.02K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-146- 2.26% |
$64K - $77K
|
6.3K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-56- 11.97% |
$24.5K - $29.5K
|
412
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 2.96% |
$7.01K - $8.44K
|
556
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.01K- 55.4% |
$443K - $533K
|
813
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-271- 15.14% |
$119K - $143K
|
1.52K
$798K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-35- 4.91% |
$15.3K - $18.5K
|
678
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
384New |
$168K - $202K
|
384
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$5.26K - $6.33K
|
12
$6.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-32- 3.11% |
$14K - $16.9K
|
997
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-148K- 99.43% |
$64.9M - $78.1M
|
847
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14- 1.24% |
$6.14K - $7.38K
|
1.12K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
12+ 1.84% |
$5.26K - $6.33K
|
665
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7- 0.93% |
$3.07K - $3.69K
|
749
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-117- 6.46% |
$51.3K - $61.7K
|
1.7K
$890K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-215K- 43.65% |
$94.1M - $113M
|
277K
$146M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-80- 2.55% |
$35.1K - $42.2K
|
3.06K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
551New |
$242K - $291K
|
551
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
134+ 11.37% |
$58.7K - $70.7K
|
1.31K
$690K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-57- 3.6% |
$25K - $30.1K
|
1.53K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
70+ 0.92% |
$30.7K - $36.9K
|
7.68K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 13.47% |
$32K - $38.5K
|
469
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-438- 1.58% |
$192K - $231K
|
27.3K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-862- 9.83% |
$378K - $455K
|
7.91K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 1.08% |
$37.7K - $45.3K
|
7.88K
$4.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
713+ 6.37% |
$313K - $376K
|
11.9K
$6.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-43- 5.32% |
$18.8K - $22.7K
|
765
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-51- 8.69% |
$22.4K - $26.9K
|
536
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-57- 1.26% |
$25K - $30.1K
|
4.46K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-214- 1.88% |
$93.8K - $113K
|
11.2K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
163+ 11.39% |
$71.4K - $85.9K
|
1.59K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 6.59% |
$12.3K - $14.8K
|
453
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42+ 4.54% |
$18.4K - $22.1K
|
967
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-418- 8.08% |
$183K - $220K
|
4.75K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.23K+ 2.21% |
$540K - $650K
|
57.1K
$30M
|