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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 6.9% |
$685 - $884
|
27
$13.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
300K+ 109.09% |
$103M - $133M
|
575K
$278M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
129+ 11.24% |
$44.2K - $57K
|
1.28K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-64- 1.75% |
$21.9K - $28.3K
|
3.58K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.01K+ 1.63% |
$689K - $889K
|
126K
$60.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 0.19% |
$3.77K - $4.86K
|
5.75K
$2.78M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 2.86% |
$6.85K - $8.84K
|
720
$348K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.01KNew |
$368K - $434K
|
1.01K
$491K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
830KNew |
$301M - $356M
|
830K
$401M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.19KClosed |
$795K - $939K
|
0
$0
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9New |
$3.27K - $3.86K
|
9
$4.35K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42+ 1.31% |
$15.2K - $18K
|
3.25K
$1.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
983+ 5.83% |
$357K - $421K
|
17.8K
$8.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7+ 22.58% |
$2.54K - $3K
|
38
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
94.7KNew |
$34.4M - $40.6M
|
94.7K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 78.8% |
$439K - $518K
|
325
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
259+ 2.08% |
$94K - $111K
|
12.7K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 3.57% |
$72.6K - $85.7K
|
5.4K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
383+ 8.97% |
$139K - $164K
|
4.65K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-85K- 85.43% |
$30.9M - $36.4M
|
14.5K
$7.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
10.8KNew |
$3.92M - $4.63M
|
10.8K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 3.02% |
$10.9K - $12.9K
|
964
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.97K+ 47.14% |
$715K - $844K
|
6.15K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
77New |
$28K - $33K
|
77
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$1.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
220+ 10.11% |
$79.9K - $94.3K
|
2.4K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-846- 28.35% |
$307K - $362K
|
2.14K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-104- 86.67% |
$37.8K - $44.6K
|
16
$7.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
70.5KNew |
$25.6M - $30.2M
|
70.5K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-24- 2.8% |
$8.71K - $10.3K
|
832
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22+ 2.25% |
$7.99K - $9.43K
|
999
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
411+ 51.38% |
$149K - $176K
|
1.21K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.62K- 49.8% |
$589K - $695K
|
1.64K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.83K+ 79.8% |
$663K - $782K
|
4.11K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$1.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
40+ 3.79% |
$14.5K - $17.1K
|
1.1K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
730New |
$265K - $313K
|
730
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
5KNew |
$1.82M - $2.14M
|
5K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-64Closed |
$23.2K - $27.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-7.61K- 59.14% |
$2.76M - $3.26M
|
5.26K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$572K - $675K
|
1.58K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-337K- 98.96% |
$122M - $144M
|
3.56K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.03KNew |
$1.1M - $1.3M
|
3.03K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-305- 25.76% |
$111K - $131K
|
879
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-1.8K- 14.29% |
$654K - $771K
|
10.8K
$5.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 38.89% |
$12.7K - $15K
|
125
$60.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
22New |
$7.99K - $9.43K
|
22
$10.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-136- 1.21% |
$49.4K - $58.3K
|
11.1K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2.67K+ 24.25% |
$968K - $1.14M
|
13.7K
$6.61M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
73KNew |
$26.5M - $31.3M
|
73K
$35.3M
|
|