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 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1- 0.07% |
$480 - $529
|
1.45K
$749K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
13KNew |
$6.27M - $6.91M
|
13K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.03% |
$961 - $1.06K
|
193
$99.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
225+ 2.2% |
$108K - $119K
|
10.5K
$5.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.25K+ 10.75% |
$1.08M - $1.19M
|
23.2K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.3% |
$9.61K - $10.6K
|
6.71K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.03K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 24.37% |
$46.1K - $50.8K
|
490
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.32K- 5.99% |
$634K - $699K
|
20.7K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-100- 2.42% |
$48K - $52.9K
|
4.03K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.3% |
$16.8K - $18.5K
|
11.8K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.09% |
$961 - $1.06K
|
2.17K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
110+ 3.07% |
$52.8K - $58.2K
|
3.69K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
93+ 0.73% |
$44.7K - $49.2K
|
12.8K
$6.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.94K- 5.23% |
$2.37M - $2.61M
|
89.5K
$46.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8- 0.54% |
$3.84K - $4.23K
|
1.46K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
420+ 35.15% |
$202K - $222K
|
1.62K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.76KNew |
$3.24M - $3.57M
|
6.76K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.27KNew |
$1.09M - $1.2M
|
2.27K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-80- 5.59% |
$38.4K - $42.3K
|
1.35K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 44.64% |
$60K - $66.1K
|
405
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
241+ 8.24% |
$116K - $128K
|
3.17K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25- 3.42% |
$12K - $13.2K
|
706
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
23+ 4.52% |
$11K - $12.2K
|
532
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-155- 1.18% |
$74.5K - $82K
|
13K
$6.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
22.9KNew |
$11M - $12.1M
|
22.9K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
76+ 4.77% |
$36.5K - $40.2K
|
1.67K
$864K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
186+ 4.06% |
$89.3K - $98.4K
|
4.77K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-39- 3.9% |
$18.7K - $20.6K
|
960
$497K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-131- 0.45% |
$62.9K - $69.3K
|
28.7K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.98K+ 10.96% |
$952K - $1.05M
|
20.1K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-158- 0.79% |
$75.9K - $83.6K
|
19.8K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 1.11% |
$24K - $26.5K
|
4.45K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75+ 3.02% |
$36K - $39.7K
|
2.56K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.55K- 66.38% |
$746K - $822K
|
787
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 2.48% |
$4.8K - $5.29K
|
413
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
4.3K+ 5.98% |
$2.07M - $2.28M
|
76.2K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.12K
|
2.1K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3- 0.06% |
$1.44K - $1.59K
|
5.41K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4+ 0.22% |
$1.92K - $2.12K
|
1.85K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 22.61% |
$668K - $736K
|
7.54K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-237- 3.78% |
$114K - $125K
|
6.03K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 96.65% |
$249K - $275K
|
1.06K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
561+ 4.18% |
$269K - $297K
|
14K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
55+ 0.15% |
$26.4K - $29.1K
|
37.3K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 14.77% |
$6.24K - $6.88K
|
75
$38.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.35% |
$20.7K - $22.8K
|
3.22K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
842+ 10.8% |
$404K - $446K
|
8.64K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
302+ 13.14% |
$145K - $160K
|
2.6K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.7% |
$2.88K - $3.18K
|
847
$438K
|