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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
271+ 32.97% |
$130K - $147K
|
1.09K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
270+ 8.17% |
$129K - $147K
|
3.58K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
269+ 2.48% |
$129K - $146K
|
11.1K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
264+ 23.38% |
$126K - $144K
|
1.39K
$674K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
254+ 21.69% |
$121K - $138K
|
1.43K
$689K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
253+ 1.87% |
$121K - $138K
|
13.8K
$6.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
249+ 2.44% |
$119K - $135K
|
10.5K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 3.46% |
$118K - $134K
|
7.36K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
245+ 40.43% |
$117K - $133K
|
851
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
245+ 0.5% |
$117K - $133K
|
49.7K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
245+ 13.32% |
$117K - $133K
|
2.09K
$1.01M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
245+ 9.92% |
$117K - $133K
|
2.72K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
240+ 7.55% |
$115K - $131K
|
3.42K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
239+ 5.29% |
$114K - $130K
|
4.76K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
239+ 0.64% |
$114K - $130K
|
37.3K
$18.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
238+ 46.58% |
$114K - $129K
|
749
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
238+ 29.02% |
$114K - $129K
|
1.06K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
235+ 7.37% |
$112K - $128K
|
3.42K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
231+ 4.27% |
$110K - $126K
|
5.64K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
230+ 45.54% |
$110K - $125K
|
735
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
228+ 0.11% |
$109K - $124K
|
202K
$97.8M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
228+ 15.7% |
$109K - $124K
|
1.68K
$813K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
227+ 4.1% |
$109K - $123K
|
5.76K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
226+ 0.67% |
$108K - $123K
|
34K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
224+ 32.09% |
$107K - $122K
|
922
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
223+ 0.25% |
$107K - $121K
|
89.7K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
223+ 25.66% |
$107K - $121K
|
1.09K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
222New |
$106K - $121K
|
222
$107K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
221+ 15.51% |
$106K - $120K
|
1.65K
$796K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
220+ 43.91% |
$105K - $120K
|
721
$349K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
219+ 7.86% |
$105K - $119K
|
3K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
218+ 29.38% |
$104K - $119K
|
960
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 5.03% |
$103K - $117K
|
4.51K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
214+ 38.15% |
$102K - $116K
|
775
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
211+ 8.12% |
$101K - $115K
|
2.81K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
209+ 6.49% |
$100K - $114K
|
3.43K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
208+ 495.24% |
$99.5K - $113K
|
250
$121K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
207+ 12.82% |
$99K - $113K
|
1.82K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
206+ 1.29% |
$98.5K - $112K
|
16.1K
$7.8M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 3.59% |
$98K - $111K
|
5.91K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.76% |
$97.1K - $110K
|
11.7K
$5.67M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
201+ 10.08% |
$96.1K - $109K
|
2.2K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
201+ 8.88% |
$96.1K - $109K
|
2.46K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
201+ 6.82% |
$96.1K - $109K
|
3.15K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
200+ 1.0% |
$95.7K - $109K
|
20.1K
$9.73M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
200New |
$95.7K - $109K
|
200
$96.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
197+ 8.28% |
$94.2K - $107K
|
2.58K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
197+ 8.54% |
$94.2K - $107K
|
2.5K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
196+ 13.66% |
$93.7K - $107K
|
1.63K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
196+ 10.69% |
$93.7K - $107K
|
2.03K
$982K
|