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
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.34% |
$18.7K - $21.2K
|
11.4K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 19.5% |
$18.7K - $21.2K
|
239
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
39+ 5.66% |
$18.7K - $21.2K
|
728
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 4.74% |
$18.7K - $21.2K
|
862
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38+ 9.0% |
$18.2K - $20.7K
|
460
$223K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
38+ 1.65% |
$18.2K - $20.7K
|
2.35K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 1.46% |
$17.7K - $20.1K
|
2.57K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
37New |
$17.7K - $20.1K
|
37
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 6.46% |
$17.2K - $19.6K
|
593
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 4.39% |
$16.7K - $19K
|
833
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
35New |
$16.7K - $19K
|
35
$16.9K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 2.68% |
$16.7K - $19K
|
1.34K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.54% |
$16.7K - $19K
|
1.42K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35+ 6.22% |
$16.7K - $19K
|
598
$289K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
35+ 1.62% |
$16.7K - $19K
|
2.2K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
33+ 5.12% |
$15.8K - $17.9K
|
677
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 550.0% |
$15.8K - $17.9K
|
39
$18.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
33+ 2.66% |
$15.8K - $17.9K
|
1.27K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
33+ 4.71% |
$15.8K - $17.9K
|
734
$355K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 1.22% |
$15.3K - $17.4K
|
2.66K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 6.57% |
$15.3K - $17.4K
|
519
$251K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 4.92% |
$15.3K - $17.4K
|
682
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 9.51% |
$14.8K - $16.9K
|
357
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$14.8K - $16.9K
|
31
$15K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 103.33% |
$14.8K - $16.9K
|
61
$29.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$14.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30+ 1.52% |
$14.3K - $16.3K
|
2.01K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30+ 1.66% |
$14.3K - $16.3K
|
1.83K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30+ 1.45% |
$14.3K - $16.3K
|
2.1K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$14.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$13.9K - $15.8K
|
29
$14K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$13.9K - $15.8K
|
4.47K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.17% |
$13.9K - $15.8K
|
17.5K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
29+ 5.93% |
$13.9K - $15.8K
|
518
$251K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 1.29% |
$13.9K - $15.8K
|
2.27K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 7.2% |
$13.9K - $15.8K
|
432
$209K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$13.4K - $15.2K
|
28
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 0.22% |
$13.4K - $15.2K
|
13K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
28+ 0.53% |
$13.4K - $15.2K
|
5.27K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 1.09% |
$13.4K - $15.2K
|
2.61K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 1.1% |
$12.9K - $14.7K
|
2.48K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 1.01% |
$12.9K - $14.7K
|
2.69K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 4.86% |
$12.4K - $14.1K
|
561
$271K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.53% |
$12.4K - $14.1K
|
1.05K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 2.22% |
$12.4K - $14.1K
|
1.2K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 8.36% |
$12K - $13.6K
|
324
$157K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 1.61% |
$12K - $13.6K
|
1.58K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 2.54% |
$12K - $13.6K
|
1.01K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
24+ 1.56% |
$11.5K - $13.1K
|
1.57K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
24+ 4.06% |
$11.5K - $13.1K
|
615
$298K
|