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 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
13+ 10.16% |
$6.22K - $7.07K
|
141
$74.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13+ 0.76% |
$6.22K - $7.07K
|
1.73K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 2.19% |
$5.74K - $6.53K
|
561
$295K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
12+ 0.05% |
$5.74K - $6.53K
|
21.8K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.3K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 4.25% |
$5.26K - $5.98K
|
270
$142K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
11+ 0.28% |
$5.26K - $5.98K
|
3.99K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.61% |
$5.26K - $5.98K
|
1.81K
$951K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11+ 183.33% |
$5.26K - $5.98K
|
17
$8.93K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.79% |
$4.78K - $5.44K
|
1.27K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10+ 1.98% |
$4.78K - $5.44K
|
516
$271K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10+ 1.74% |
$4.78K - $5.44K
|
584
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$4.78K - $5.44K
|
3.38K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 22.73% |
$4.78K - $5.44K
|
54
$28.4K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
9+ 0.15% |
$4.3K - $4.89K
|
6.16K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 1.83% |
$4.3K - $4.89K
|
501
$263K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 300.0% |
$4.3K - $4.89K
|
12
$6.3K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
9+ 1.07% |
$4.3K - $4.89K
|
851
$447K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 1.17% |
$4.3K - $4.89K
|
775
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.38% |
$4.3K - $4.89K
|
2.36K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.46% |
$4.3K - $4.89K
|
625
$328K
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$3.83K - $4.35K
|
6.84K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8+ 0.93% |
$3.83K - $4.35K
|
865
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 80.0% |
$3.83K - $4.35K
|
18
$9.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.46% |
$3.83K - $4.35K
|
1.76K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.22% |
$3.83K - $4.35K
|
3.7K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.69% |
$3.35K - $3.81K
|
421
$221K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.54% |
$3.35K - $3.81K
|
1.3K
$683K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.67% |
$3.35K - $3.81K
|
1.06K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.26% |
$2.87K - $3.26K
|
2.28K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.66% |
$2.87K - $3.26K
|
911
$479K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.87K - $3.26K
|
6
$3.15K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.59% |
$2.87K - $3.26K
|
1.02K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6+ 2.59% |
$2.87K - $3.26K
|
238
$125K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.71% |
$2.87K - $3.26K
|
855
$449K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 17.14% |
$2.87K - $3.26K
|
41
$21.5K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.42% |
$2.87K - $3.26K
|
1.45K
$760K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 21.74% |
$2.39K - $2.72K
|
28
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5+ 1.05% |
$2.39K - $2.72K
|
480
$252K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.81% |
$2.39K - $2.72K
|
626
$329K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.63K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.63K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4+ 200.0% |
$1.91K - $2.18K
|
6
$3.15K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.91K - $2.18K
|
2.17K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.48% |
$1.91K - $2.18K
|
835
$439K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.37% |
$1.91K - $2.18K
|
1.07K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$1.91K - $2.18K
|
4
$2.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.27% |
$1.91K - $2.18K
|
1.5K
$790K
|