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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
191+ 4.38% |
$91.3K - $104K
|
4.55K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
189+ 10.71% |
$90.4K - $103K
|
1.95K
$945K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 4.47% |
$89.9K - $102K
|
4.39K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
188+ 15.71% |
$89.9K - $102K
|
1.39K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188+ 13.17% |
$89.9K - $102K
|
1.62K
$782K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
188+ 4.11% |
$89.9K - $102K
|
4.76K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
186+ 8.14% |
$89K - $101K
|
2.47K
$1.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
186+ 11.68% |
$89K - $101K
|
1.78K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
185+ 12.66% |
$88.5K - $101K
|
1.65K
$796K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
185+ 15.68% |
$88.5K - $101K
|
1.37K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
184+ 27.42% |
$88K - $100K
|
855
$414K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 0.6% |
$87.5K - $99.5K
|
30.5K
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
182+ 0.74% |
$87K - $99K
|
24.7K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
181New |
$86.6K - $98.4K
|
181
$87.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
180+ 41.38% |
$86.1K - $97.9K
|
615
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
177+ 8.46% |
$84.7K - $96.2K
|
2.27K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
176+ 5.82% |
$84.2K - $95.7K
|
3.2K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
173+ 25.48% |
$82.7K - $94.1K
|
852
$412K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
171+ 72.46% |
$81.8K - $93K
|
407
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
169+ 1.78% |
$80.8K - $91.9K
|
9.66K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
169+ 11.34% |
$80.8K - $91.9K
|
1.66K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
168+ 3.84% |
$80.3K - $91.4K
|
4.55K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
167+ 48.13% |
$79.9K - $90.8K
|
514
$249K
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
167+ 0.96% |
$79.9K - $90.8K
|
17.6K
$8.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
163+ 3.08% |
$78K - $88.6K
|
5.46K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 6.66% |
$76.5K - $87K
|
2.56K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
157+ 1.16% |
$75.1K - $85.4K
|
13.7K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 15.09% |
$74.6K - $84.8K
|
1.19K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Troy Asset Management LTD
|
BUY
|
- |
156+ 0.47% |
$74.6K - $84.8K
|
33.4K
$16.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
155+ 1.38% |
$74.1K - $84.3K
|
11.4K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
154+ 1.49% |
$73.7K - $83.7K
|
10.5K
$5.06M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
153+ 0.51% |
$73.2K - $83.2K
|
30K
$14.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
150+ 3.6% |
$71.7K - $81.6K
|
4.32K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
150+ 2.04% |
$71.7K - $81.6K
|
7.49K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
150+ 3.13% |
$71.7K - $81.6K
|
4.95K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
149+ 3.39% |
$71.3K - $81K
|
4.55K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
148+ 8.73% |
$70.8K - $80.5K
|
1.84K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
148+ 9.19% |
$70.8K - $80.5K
|
1.76K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
147+ 3.91% |
$70.3K - $79.9K
|
3.9K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
146+ 11.17% |
$69.8K - $79.4K
|
1.45K
$703K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
145+ 143.56% |
$69.3K - $78.8K
|
246
$119K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
145+ 25.89% |
$69.3K - $78.8K
|
705
$341K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
144+ 5.66% |
$68.9K - $78.3K
|
2.69K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
143+ 1.94% |
$68.4K - $77.8K
|
7.5K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
143+ 4.47% |
$68.4K - $77.8K
|
3.35K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
139+ 14.34% |
$66.5K - $75.6K
|
1.11K
$536K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
138+ 6.69% |
$66K - $75K
|
2.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
137+ 16.85% |
$65.5K - $74.5K
|
950
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
136+ 1.74% |
$65K - $74K
|
7.97K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
136+ 10.12% |
$65K - $74K
|
1.48K
$716K
|