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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
691New |
$289K - $318K
|
691
$363K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$418 - $460
|
1
$525
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.26K - $1.38K
|
1.81K
$953K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
440+ 19.29% |
$184K - $202K
|
2.72K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.72KNew |
$721K - $792K
|
1.72K
$905K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
14New |
$5.86K - $6.44K
|
14
$7.36K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
303+ 6.68% |
$127K - $139K
|
4.84K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
1.72KNew |
$721K - $792K
|
1.72K
$905K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
92New |
$38.5K - $42.3K
|
92
$48.3K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
88New |
$36.8K - $40.5K
|
88
$46.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
340+ 21.32% |
$142K - $156K
|
1.94K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
42+ 1.14% |
$17.6K - $19.3K
|
3.72K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.59% |
$1.26K - $1.38K
|
508
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-90- 50.0% |
$37.7K - $41.4K
|
90
$47.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-208- 50.98% |
$87K - $95.6K
|
200
$105K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
928New |
$388K - $427K
|
928
$488K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1.6K- 29.63% |
$670K - $736K
|
3.8K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117New |
$49K - $53.8K
|
117
$61.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.14% |
$418 - $460
|
709
$372K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-1.7K- 77.63% |
$711K - $782K
|
490
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
31.1KNew |
$13M - $14.3M
|
31.1K
$16.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
42New |
$17.6K - $19.3K
|
42
$22.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-58- 22.83% |
$24.3K - $26.7K
|
196
$103K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
304New |
$127K - $140K
|
304
$160K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-571- 15.3% |
$239K - $263K
|
3.16K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$670K - $736K
|
100
$52.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
76.9KNew |
$32.2M - $35.4M
|
76.9K
$40.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$4.18K - $4.6K
|
10
$5.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
98+ 3.15% |
$41K - $45.1K
|
3.21K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 200.0% |
$8.37K - $9.19K
|
30
$15.8K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
12.3KNew |
$5.16M - $5.67M
|
12.3K
$6.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
511New |
$214K - $235K
|
511
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
533+ 114.13% |
$223K - $245K
|
1K
$525K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-75.5K- 66.12% |
$31.6M - $34.7M
|
38.7K
$20.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
24+ 9.6% |
$10K - $11K
|
274
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-456- 6.1% |
$191K - $210K
|
7.02K
$3.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 23.08% |
$3.77K - $4.14K
|
30
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Trb Advisors LP
New York, NY |
BUY
|
- |
35KNew |
$14.6M - $16.1M
|
35K
$18.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 6.42% |
$103K - $113K
|
4.06K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
59.9K+ 32.32% |
$25M - $27.5M
|
245K
$129M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$418 - $460
|
680
$357K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-103- 85.12% |
$43.1K - $47.4K
|
18
$9.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
7+ 0.82% |
$2.93K - $3.22K
|
861
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$418 - $460
|
5
$2.63K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.35K+ 434.55% |
$1.4M - $1.54M
|
4.12K
$2.16M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
200K+ 9.47% |
$68.3M - $88.2M
|
2.31M
$1.21B
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
10KNew |
$3.42M - $4.42M
|
10K
$5.25M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$4.79K - $6.19K
|
14
$7.36K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-120- 46.15% |
$41.1K - $53K
|
140
$73.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$2.05K - $2.65K
|
6
$3.15K
|
|