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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 160.0% |
$5.81K - $6.85K
|
26
$12.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.04KNew |
$377K - $445K
|
1.04K
$502K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 2.94% |
$726 - $857
|
70
$33.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$363 - $428
|
594
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
632New |
$229K - $271K
|
632
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
5.5KNew |
$2M - $2.36M
|
5.5K
$2.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
597New |
$217K - $256K
|
597
$289K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49+ 9.12% |
$17.8K - $21K
|
586
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.29K
|
4.73K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.01% |
$363 - $428
|
100
$48.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
568New |
$206K - $243K
|
568
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
75+ 41.67% |
$27.2K - $32.1K
|
255
$123K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5New |
$1.82K - $2.14K
|
5
$2.42K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.02K- 4.69% |
$369K - $435K
|
20.6K
$9.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.27K+ 11.07% |
$823K - $971K
|
22.8K
$11M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-40- 5.65% |
$14.5K - $17.1K
|
668
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.45K - $1.71K
|
4
$1.94K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34+ 26.36% |
$12.3K - $14.6K
|
163
$78.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 1.66% |
$5.08K - $6K
|
858
$415K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-23- 0.85% |
$8.35K - $9.85K
|
2.68K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$726 - $857
|
2
$968
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
32New |
$11.6K - $13.7K
|
32
$15.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.23KNew |
$1.54M - $1.81M
|
4.23K
$2.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$7.62K - $9K
|
21
$10.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 68.75% |
$3.99K - $4.71K
|
5
$2.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281New |
$102K - $120K
|
281
$136K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$23K - $27.3K
|
295
$143K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-22- 2.59% |
$7.45K - $8.82K
|
826
$400K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.3K- 54.61% |
$4.85M - $5.74M
|
11.9K
$5.75M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.62K+ 68.01% |
$889K - $1.05M
|
6.48K
$3.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
215New |
$72.8K - $86.2K
|
215
$104K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
504New |
$171K - $202K
|
504
$244K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
780New |
$264K - $313K
|
780
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40.9KNew |
$13.9M - $16.4M
|
40.9K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$5.46M - $6.46M
|
16.1K
$7.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14- 56.0% |
$4.74K - $5.61K
|
11
$5.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
6.81KNew |
$2.31M - $2.73M
|
6.81K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.7KNew |
$2.95M - $3.49M
|
8.7K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$13.6K - $16K
|
40
$19.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 1.43% |
$20K - $23.7K
|
4.07K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-448- 21.36% |
$152K - $180K
|
1.65K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
1.5K+ 34.09% |
$508K - $601K
|
5.9K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
1KNew |
$339K - $401K
|
1K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-64.5K- 99.03% |
$21.8M - $25.8M
|
630
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14- 0.96% |
$4.74K - $5.61K
|
1.44K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-974- 3.11% |
$330K - $390K
|
30.4K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
3.21KNew |
$1.09M - $1.29M
|
3.21K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
6.38KNew |
$2.16M - $2.56M
|
6.38K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-69- 10.53% |
$23.4K - $27.7K
|
586
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.65K- 78.73% |
$898K - $1.06M
|
716
$346K
|
|