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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
132+ 18.72% |
$63.1K - $71.8K
|
837
$405K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
127+ 2.97% |
$60.7K - $69.1K
|
4.4K
$2.13M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
126+ 3.09% |
$60.3K - $68.5K
|
4.2K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
125New |
$59.8K - $68K
|
125
$60.5K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
125New |
$59.8K - $68K
|
125
$60.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
124+ 11.75% |
$59.3K - $67.4K
|
1.18K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
124+ 1.38% |
$59.3K - $67.4K
|
9.1K
$4.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
122+ 9.32% |
$58.3K - $66.3K
|
1.43K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
122+ 36.64% |
$58.3K - $66.3K
|
455
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
121+ 864.29% |
$57.9K - $65.8K
|
135
$65.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
121+ 10.93% |
$57.9K - $65.8K
|
1.23K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
121+ 13.7% |
$57.9K - $65.8K
|
1K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
121+ 16.53% |
$57.9K - $65.8K
|
853
$413K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
121+ 9.83% |
$57.9K - $65.8K
|
1.35K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
119+ 29.38% |
$56.9K - $64.7K
|
524
$254K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
118+ 0.56% |
$56.4K - $64.2K
|
21.2K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
118+ 4.19% |
$56.4K - $64.2K
|
2.93K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 5.6% |
$56K - $63.6K
|
2.21K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
117+ 6.57% |
$56K - $63.6K
|
1.9K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
116+ 12.42% |
$55.5K - $63.1K
|
1.05K
$508K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
116+ 2.3% |
$55.5K - $63.1K
|
5.17K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
114+ 21.97% |
$54.5K - $62K
|
633
$306K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
112+ 1.65% |
$53.6K - $60.9K
|
6.9K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
111+ 78.17% |
$53.1K - $60.4K
|
253
$122K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
110+ 1.82% |
$52.6K - $59.8K
|
6.14K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
109New |
$52.1K - $59.3K
|
109
$52.7K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
108+ 8.76% |
$51.7K - $58.7K
|
1.34K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
108+ 0.94% |
$51.7K - $58.7K
|
11.6K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
107New |
$51.2K - $58.2K
|
107
$51.8K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
107+ 5.52% |
$51.2K - $58.2K
|
2.05K
$989K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
106+ 0.75% |
$50.7K - $57.6K
|
14.2K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
105+ 13.58% |
$50.2K - $57.1K
|
878
$425K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
104+ 4.51% |
$49.7K - $56.6K
|
2.41K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
102+ 14.74% |
$48.8K - $55.5K
|
794
$384K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
101+ 6.67% |
$48.3K - $54.9K
|
1.62K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 1428.57% |
$47.8K - $54.4K
|
107
$51.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
99+ 5.35% |
$47.3K - $53.8K
|
1.95K
$943K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
99+ 14.82% |
$47.3K - $53.8K
|
767
$371K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
99+ 4.54% |
$47.3K - $53.8K
|
2.28K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
99+ 4.78% |
$47.3K - $53.8K
|
2.17K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
97+ 0.15% |
$46.4K - $52.7K
|
63.1K
$30.5M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
96+ 15.64% |
$45.9K - $52.2K
|
710
$343K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
96+ 23.24% |
$45.9K - $52.2K
|
509
$246K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
94+ 113.25% |
$45K - $51.1K
|
177
$85.6K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
93+ 134.78% |
$44.5K - $50.6K
|
162
$78.4K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
93New |
$44.5K - $50.6K
|
93
$45K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
92+ 11.81% |
$44K - $50K
|
871
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 1.0% |
$44K - $50K
|
9.32K
$4.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 4.72% |
$44K - $50K
|
2.04K
$988K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
92+ 6.47% |
$44K - $50K
|
1.51K
$732K
|