Latest Institutional Purchases of S&P Global Inc. (SPGI)
This list provides information on the latest institutional transactions involving S&P Global Inc. (SPGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 3.72% |
$20.6K - $23.4K
|
1.2K
$630K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 4.79% |
$20.6K - $23.4K
|
940
$494K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
41+ 0.69% |
$19.6K - $22.3K
|
5.99K
$3.15M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 4.57% |
$19.1K - $21.8K
|
915
$481K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
40+ 7.14% |
$19.1K - $21.8K
|
600
$315K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
40+ 1.09% |
$19.1K - $21.8K
|
3.71K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
40+ 1.14% |
$19.1K - $21.8K
|
3.54K
$1.86M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
40+ 3.6% |
$19.1K - $21.8K
|
1.15K
$605K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 4.74% |
$18.7K - $21.2K
|
862
$453K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 19.5% |
$18.7K - $21.2K
|
239
$126K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
39+ 5.66% |
$18.7K - $21.2K
|
728
$382K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.34% |
$18.7K - $21.2K
|
11.4K
$5.99M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
39+ 8.53% |
$18.7K - $21.2K
|
496
$261K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38+ 9.0% |
$18.2K - $20.7K
|
460
$242K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
37New |
$17.7K - $20.1K
|
37
$19.4K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
35+ 1.62% |
$16.7K - $19K
|
2.2K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35+ 6.22% |
$16.7K - $19K
|
598
$314K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.54% |
$16.7K - $19K
|
1.42K
$743K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 2.68% |
$16.7K - $19K
|
1.34K
$703K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
35New |
$16.7K - $19K
|
35
$18.4K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
33+ 4.71% |
$15.8K - $17.9K
|
734
$386K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
33+ 2.66% |
$15.8K - $17.9K
|
1.27K
$669K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 4.92% |
$15.3K - $17.4K
|
682
$358K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 6.57% |
$15.3K - $17.4K
|
519
$273K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 1.22% |
$15.3K - $17.4K
|
2.66K
$1.4M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 103.33% |
$14.8K - $16.9K
|
61
$32K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$14.8K - $16.9K
|
31
$16.3K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.8K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.8K
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30+ 1.45% |
$14.3K - $16.3K
|
2.1K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30+ 1.66% |
$14.3K - $16.3K
|
1.83K
$964K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30+ 1.52% |
$14.3K - $16.3K
|
2.01K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 1.29% |
$13.9K - $15.8K
|
2.27K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 7.2% |
$13.9K - $15.8K
|
432
$227K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
29+ 5.93% |
$13.9K - $15.8K
|
518
$272K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.17% |
$13.9K - $15.8K
|
17.5K
$9.2M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$13.9K - $15.8K
|
4.47K
$2.35M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$13.9K - $15.8K
|
29
$15.2K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 1.09% |
$13.4K - $15.2K
|
2.61K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 0.22% |
$13.4K - $15.2K
|
13K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
28+ 0.53% |
$13.4K - $15.2K
|
5.27K
$2.77M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$13.4K - $15.2K
|
28
$14.7K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 1.01% |
$12.9K - $14.7K
|
2.69K
$1.41M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 1.1% |
$12.9K - $14.7K
|
2.48K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 2.22% |
$12.4K - $14.1K
|
1.2K
$630K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.53% |
$12.4K - $14.1K
|
1.05K
$554K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 4.86% |
$12.4K - $14.1K
|
561
$295K
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 2.54% |
$12K - $13.6K
|
1.01K
$530K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 1.61% |
$12K - $13.6K
|
1.58K
$828K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 8.36% |
$12K - $13.6K
|
324
$170K
|