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 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25+ 45.45% |
$7.17K - $9.07K
|
80
$41.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-126- 5.71% |
$36.1K - $45.7K
|
2.08K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-2.14K- 78.42% |
$614K - $776K
|
589
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-3.1K- 62.0% |
$889K - $1.12M
|
1.9K
$984K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-155- 2.08% |
$44.4K - $56.2K
|
7.3K
$3.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11.8K+ 60.51% |
$3.38M - $4.28M
|
31.3K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
130New |
$37.3K - $47.1K
|
130
$67.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13- 30.23% |
$3.73K - $4.71K
|
30
$15.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-116- 9.9% |
$33.2K - $42.1K
|
1.06K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-853- 21.17% |
$244K - $309K
|
3.18K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
610New |
$175K - $221K
|
610
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
800+ 12.08% |
$229K - $290K
|
7.42K
$3.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.74KNew |
$498K - $631K
|
1.74K
$900K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3K- 5.04% |
$861K - $1.09M
|
56.6K
$29.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
612New |
$175K - $222K
|
612
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-24- 8.25% |
$6.88K - $8.7K
|
267
$138K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.27% |
$115K - $145K
|
151K
$78M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
653New |
$187K - $237K
|
653
$338K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
745New |
$214K - $270K
|
745
$386K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11+ 1.38% |
$3.15K - $3.99K
|
807
$418K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
115New |
$33K - $41.7K
|
115
$59.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$287 - $363
|
1
$518
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
434New |
$124K - $157K
|
434
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
17+ 1.43% |
$4.87K - $6.17K
|
1.21K
$626K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$7.17K - $9.07K
|
25
$12.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
555+ 61.67% |
$159K - $201K
|
1.46K
$753K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-17- 19.32% |
$4.87K - $6.17K
|
71
$36.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12New |
$3.44K - $4.35K
|
12
$6.21K
|
|
|
Jan 24, 2023
Q4 2022
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-1.5K- 15.0% |
$430K - $544K
|
8.5K
$4.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
2KNew |
$573K - $725K
|
2K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-74- 5.75% |
$21.2K - $26.8K
|
1.21K
$628K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-59- 2.08% |
$16.9K - $21.4K
|
2.77K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.55K+ 3.59% |
$2.45M - $3.1M
|
247K
$128M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
368+ 23.59% |
$105K - $133K
|
1.93K
$998K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-825- 7.97% |
$236K - $299K
|
9.53K
$4.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
9New |
$2.58K - $3.26K
|
9
$4.66K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$6.59K - $8.34K
|
23
$11.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
12New |
$3.44K - $4.35K
|
12
$6.21K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$7.17K - $9.07K
|
25
$12.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
242+ 1.98% |
$69.4K - $87.8K
|
12.5K
$6.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-20K- 9.34% |
$5.73M - $7.26M
|
194K
$101M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$4.59K - $5.8K
|
16
$8.28K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
23New |
$6.59K - $8.34K
|
23
$11.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
64New |
$18.3K - $23.2K
|
64
$33.1K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-26- 3.23% |
$7.45K - $9.43K
|
780
$404K
|
|
| Q3 2022 | |||||||
|
Apr 14, 2025
Q3 2022
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
153KNew |
$46.6M - $60M
|
153K
$79.1M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$3.05K - $3.93K
|
0
$0
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-5.94KClosed |
$1.81M - $2.34M
|
0
$0
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-36.2K- 45.02% |
$11.1M - $14.2M
|
44.2K
$22.9M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2+ 0.12% |
$611 - $786
|
1.7K
$880K
|
|