Purchases and Sales Made in Q1 2025 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 2025. The information is specifically focused on institutions that hold shares of S&P Global Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
407+ 32.12% |
$195K - $221K
|
1.67K
$810K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
405+ 1306.45% |
$194K - $220K
|
436
$211K
|
|
|
May 15, 2025
Q1 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
401New |
$192K - $218K
|
401
$194K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
401+ 15.35% |
$192K - $218K
|
3.01K
$1.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
400New |
$191K - $218K
|
400
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
399+ 5.92% |
$191K - $217K
|
7.14K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
397New |
$190K - $216K
|
397
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
396New |
$189K - $215K
|
396
$192K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
394+ 5.81% |
$188K - $214K
|
7.18K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
385+ 7.1% |
$184K - $209K
|
5.81K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
385+ 2.56% |
$184K - $209K
|
15.4K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
382+ 0.96% |
$183K - $208K
|
40.1K
$19.4M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
382+ 0.96% |
$183K - $208K
|
40.1K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
375+ 1.2% |
$179K - $204K
|
31.6K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
374+ 8.09% |
$179K - $203K
|
5K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
370+ 11.69% |
$177K - $201K
|
3.54K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
369+ 12.06% |
$176K - $201K
|
3.43K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
364+ 60.97% |
$174K - $198K
|
961
$465K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
361+ 138.31% |
$173K - $196K
|
622
$301K
|
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
360+ 1.34% |
$172K - $196K
|
27.2K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
357+ 3.76% |
$171K - $194K
|
9.85K
$4.76M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
354+ 16.28% |
$169K - $192K
|
2.53K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
353+ 0.69% |
$169K - $192K
|
51.8K
$25.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
345+ 1.73% |
$165K - $188K
|
20.2K
$9.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
336+ 69.28% |
$161K - $183K
|
821
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
332+ 25.52% |
$159K - $181K
|
1.63K
$790K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
327+ 5.09% |
$156K - $178K
|
6.75K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
326+ 72.28% |
$156K - $177K
|
777
$376K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
322+ 11.26% |
$154K - $175K
|
3.18K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
321+ 15.77% |
$154K - $175K
|
2.36K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
321+ 44.9% |
$154K - $175K
|
1.04K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Ycg, LLC
|
BUY
|
- |
313+ 0.38% |
$150K - $170K
|
82.4K
$39.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
311+ 0.26% |
$149K - $169K
|
119K
$57.5M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 18.2% |
$146K - $166K
|
1.99K
$961K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
298+ 37.87% |
$143K - $162K
|
1.09K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
295+ 19.99% |
$141K - $160K
|
1.77K
$857K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
294+ 12.38% |
$141K - $160K
|
2.67K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
289+ 64.37% |
$138K - $157K
|
738
$357K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
289+ 28.9% |
$138K - $157K
|
1.29K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
285+ 55.56% |
$136K - $155K
|
798
$386K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
282+ 20.69% |
$135K - $153K
|
1.65K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
276+ 27.14% |
$132K - $150K
|
1.29K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
275+ 6.35% |
$132K - $150K
|
4.6K
$2.23M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
274+ 137.0% |
$131K - $149K
|
474
$229K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
272+ 6.37% |
$130K - $148K
|
4.55K
$2.2M
|