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 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-456- 6.1% |
$191K - $210K
|
7.02K
$3.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 23.08% |
$3.77K - $4.14K
|
30
$15.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trb Advisors LP
New York, NY |
BUY
|
- |
35KNew |
$14.6M - $16.1M
|
35K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
59.9K+ 32.32% |
$25M - $27.5M
|
245K
$128M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$418 - $460
|
680
$355K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-103- 85.12% |
$43.1K - $47.4K
|
18
$9.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$418 - $460
|
5
$2.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.35K+ 434.55% |
$1.4M - $1.54M
|
4.12K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-32- 3.69% |
$13.4K - $14.7K
|
836
$437K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-5.27K- 62.91% |
$2.21M - $2.42M
|
3.11K
$1.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-40- 8.46% |
$16.7K - $18.4K
|
433
$226K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7- 0.48% |
$2.93K - $3.22K
|
1.45K
$757K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
37.8K+ 24.3% |
$12.9M - $16.7M
|
193K
$101M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
10KNew |
$3.42M - $4.42M
|
10K
$5.23M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-28Closed |
$9.59K - $12.4K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$5.82K - $7.51K
|
17
$8.88K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$4.79K - $6.19K
|
14
$7.32K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-120- 46.15% |
$41.1K - $53K
|
140
$73.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$2.05K - $2.65K
|
6
$3.14K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
40New |
$13.7K - $17.7K
|
40
$20.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
70New |
$24K - $30.9K
|
70
$36.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
565New |
$194K - $250K
|
565
$295K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
72+ 144.0% |
$24.7K - $31.8K
|
122
$63.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.67K- 62.04% |
$1.26M - $1.62M
|
2.25K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
888New |
$304K - $392K
|
888
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
105New |
$36K - $46.4K
|
105
$54.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-250- 0.27% |
$85.6K - $110K
|
93.5K
$48.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
13.6KNew |
$4.65M - $6M
|
13.6K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
PUT |
74.5K+ 42.45% |
$25.5M - $32.9M
|
250K
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
52New |
$17.8K - $23K
|
52
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
12KNew |
$4.11M - $5.3M
|
12K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
14.5K+ 322.22% |
$4.97M - $6.41M
|
19K
$9.93M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-246- 79.61% |
$84.3K - $109K
|
63
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$16.8K - $21.7K
|
49
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
8.4KNew |
$2.88M - $3.71M
|
8.4K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
905New |
$310K - $400K
|
905
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
1.7MNew |
$582M - $751M
|
1.7M
$888M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
335New |
$115K - $148K
|
335
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-193K- 99.93% |
$66M - $85.1M
|
144
$75.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cdam (Uk) LTD
London, X0 |
SELL
|
- |
-5.45K- 3.62% |
$1.87M - $2.41M
|
145K
$75.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
18New |
$6.16K - $7.95K
|
18
$9.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Independent Franchise Partners LLP
London, X0 |
SELL
|
- |
-305K- 27.64% |
$104M - $135M
|
799K
$417M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-752- 5.95% |
$258K - $332K
|
11.9K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.14K - $6.63K
|
15
$7.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
96New |
$32.9K - $42.4K
|
96
$50.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11New |
$3.77K - $4.86K
|
11
$5.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
42New |
$14.4K - $18.6K
|
42
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$13.4K - $17.2K
|
39
$20.4K
|
|