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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80Closed |
$27.4K - $35.3K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
582New |
$199K - $257K
|
582
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
500New |
$171K - $221K
|
500
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
51+ 7.75% |
$17.5K - $22.5K
|
709
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.75% |
$342 - $442
|
133
$69.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-180- 11.34% |
$61.6K - $79.5K
|
1.41K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 20.08% |
$18.2K - $23.4K
|
317
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.2KNew |
$1.1M - $1.41M
|
3.2K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
29+ 7.18% |
$9.93K - $12.8K
|
433
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-20- 5.0% |
$6.85K - $8.84K
|
380
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4- 0.5% |
$1.37K - $1.77K
|
792
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18+ 0.78% |
$6.16K - $7.95K
|
2.31K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.43KNew |
$488K - $630K
|
1.43K
$744K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-143- 11.07% |
$49K - $63.2K
|
1.15K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 1.36% |
$5.14K - $6.63K
|
1.12K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-94.9K- 60.56% |
$32.5M - $41.9M
|
61.8K
$32.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
601New |
$206K - $266K
|
601
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
246New |
$84.3K - $109K
|
246
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$384K - $495K
|
1.12K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10- 0.11% |
$3.42K - $4.42K
|
9.5K
$4.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8New |
$2.74K - $3.53K
|
8
$4.18K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.85K- 13.83% |
$635K - $819K
|
11.5K
$6.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
800New |
$274K - $353K
|
800
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
130+ 14.49% |
$44.5K - $57.4K
|
1.03K
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.85KNew |
$634K - $818K
|
1.85K
$967K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-387K- 99.83% |
$133M - $171M
|
651
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.17K+ 37.04% |
$745K - $961K
|
8.04K
$4.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-439- 24.86% |
$150K - $194K
|
1.33K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
501New |
$172K - $221K
|
501
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-243- 2.35% |
$83.2K - $107K
|
10.1K
$5.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
500New |
$171K - $221K
|
500
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
207+ 13.14% |
$70.9K - $91.5K
|
1.78K
$930K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-200- 2.24% |
$68.5K - $88.4K
|
8.73K
$4.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$7.53K - $9.72K
|
22
$11.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.01K+ 18.79% |
$345K - $445K
|
6.37K
$3.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
517New |
$177K - $228K
|
517
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 34.43% |
$7.19K - $9.28K
|
82
$42.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
750New |
$257K - $331K
|
750
$391K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-29- 5.81% |
$9.93K - $12.8K
|
470
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-6- 0.33% |
$2.05K - $2.65K
|
1.8K
$937K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
700New |
$240K - $309K
|
700
$365K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
50+ 200.0% |
$17.1K - $22.1K
|
75
$39.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-654- 42.08% |
$224K - $289K
|
900
$470K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-108- 19.08% |
$37K - $47.7K
|
458
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 6.9% |
$685 - $884
|
27
$14.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
300K+ 109.09% |
$103M - $133M
|
575K
$300M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
129+ 11.24% |
$44.2K - $57K
|
1.28K
$667K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$51.4K - $66.3K
|
150
$78.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 7.5% |
$16.8K - $21.7K
|
702
$366K
|