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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
58+ 12.64% |
$25.4K - $30.6K
|
517
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 9.39% |
$22.8K - $27.4K
|
606
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
52+ 1.17% |
$22.8K - $27.4K
|
4.5K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
47+ 1.76% |
$20.6K - $24.8K
|
2.72K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
44+ 2.06% |
$19.3K - $23.2K
|
2.18K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 3.47% |
$19.3K - $23.2K
|
1.31K
$689K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 2.83% |
$18.4K - $22.1K
|
1.53K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42+ 4.54% |
$18.4K - $22.1K
|
967
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42+ 1.22% |
$18.4K - $22.1K
|
3.47K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
37+ 6.5% |
$16.2K - $19.5K
|
606
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 3.51% |
$15.3K - $18.5K
|
1.03K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
34+ 1700.0% |
$14.9K - $17.9K
|
36
$18.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 27.87% |
$14.9K - $17.9K
|
156
$82K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 5.28% |
$12.7K - $15.3K
|
578
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 6.59% |
$12.3K - $14.8K
|
453
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.02% |
$11.8K - $14.2K
|
119K
$62.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
27+ 4.99% |
$11.8K - $14.2K
|
568
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
24+ 5.83% |
$10.5K - $12.7K
|
436
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 36.92% |
$10.5K - $12.7K
|
89
$46.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 0.36% |
$9.64K - $11.6K
|
6.16K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
21New |
$9.2K - $11.1K
|
21
$11K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20+ 0.9% |
$8.77K - $10.5K
|
2.24K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
19+ 2.07% |
$8.33K - $10K
|
937
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16+ 8.25% |
$7.01K - $8.44K
|
210
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 2.96% |
$7.01K - $8.44K
|
556
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
13+ 2.51% |
$5.7K - $6.85K
|
530
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 24.07% |
$5.7K - $6.85K
|
67
$35.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$5.26K - $6.33K
|
12
$6.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
12+ 1.84% |
$5.26K - $6.33K
|
665
$349K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8+ 0.46% |
$3.51K - $4.22K
|
1.73K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 9.72% |
$3.07K - $3.69K
|
79
$41.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 1.12% |
$3.07K - $3.69K
|
630
$331K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 3.72% |
$3.07K - $3.69K
|
195
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.63K - $3.16K
|
1.9K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 24.0% |
$2.63K - $3.16K
|
31
$16.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$2.63K - $3.16K
|
438
$230K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 1.23% |
$2.63K - $3.16K
|
492
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.2% |
$2.19K - $2.64K
|
2.47K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.39% |
$1.31K - $1.58K
|
777
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.58% |
$1.31K - $1.58K
|
523
$275K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 0.51% |
$1.31K - $1.58K
|
596
$313K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.45MNew |
$3.08B - $3.51B
|
6.45M
$3.39B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.17MNew |
$1.04B - $1.18B
|
2.17M
$1.14B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63M+ 26.12% |
$779M - $885M
|
7.86M
$4.13B
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
670K+ 70.06% |
$321M - $365M
|
1.63M
$855M
|
|