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 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
24+ 1.86% |
$11.5K - $13.1K
|
1.31K
$635K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 2.07% |
$11K - $12.5K
|
1.13K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
23+ 2.16% |
$11K - $12.5K
|
1.09K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
22+ 0.08% |
$10.5K - $12K
|
26.8K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
22+ 2.85% |
$10.5K - $12K
|
794
$384K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 1.77% |
$10.5K - $12K
|
1.27K
$612K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
22+ 0.16% |
$10.5K - $12K
|
14K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22+ 2.3% |
$10.5K - $12K
|
980
$474K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.77% |
$10.5K - $12K
|
2.89K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 5.02% |
$10K - $11.4K
|
439
$212K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21New |
$10K - $11.4K
|
21
$10.2K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.83% |
$10K - $11.4K
|
762
$369K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 7.98% |
$10K - $11.4K
|
284
$137K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 1.04% |
$10K - $11.4K
|
2.04K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21+ 9.68% |
$10K - $11.4K
|
238
$115K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 2.05% |
$9.57K - $10.9K
|
995
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 1.36% |
$9.57K - $10.9K
|
1.5K
$724K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20+ 3.17% |
$9.57K - $10.9K
|
651
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 3.13% |
$9.57K - $10.9K
|
659
$319K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 0.7% |
$9.57K - $10.9K
|
2.86K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 1.17% |
$9.09K - $10.3K
|
1.64K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
19+ 9.0% |
$9.09K - $10.3K
|
230
$111K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 12.34% |
$9.09K - $10.3K
|
173
$83.7K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$9.09K - $10.3K
|
19
$9.19K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
19+ 0.81% |
$9.09K - $10.3K
|
2.36K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19+ 1.45% |
$9.09K - $10.3K
|
1.33K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19+ 3.59% |
$9.09K - $10.3K
|
548
$265K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19New |
$9.09K - $10.3K
|
19
$9.19K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
18New |
$8.61K - $9.79K
|
18
$8.71K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18New |
$8.61K - $9.79K
|
18
$8.71K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 36.0% |
$8.61K - $9.79K
|
68
$32.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 3.7% |
$8.13K - $9.24K
|
477
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
17+ 0.54% |
$8.13K - $9.24K
|
3.14K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 5.07% |
$8.13K - $9.24K
|
352
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
17New |
$8.13K - $9.24K
|
17
$8.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.29% |
$8.13K - $9.24K
|
5.97K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
17+ 0.9% |
$8.13K - $9.24K
|
1.9K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 6.12% |
$8.13K - $9.24K
|
295
$143K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17+ 0.87% |
$8.13K - $9.24K
|
1.97K
$952K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
16+ 3.61% |
$7.65K - $8.7K
|
459
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16+ 1.89% |
$7.65K - $8.7K
|
863
$418K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 7.48% |
$7.65K - $8.7K
|
230
$111K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16+ 3.17% |
$7.65K - $8.7K
|
521
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 2.12% |
$7.17K - $8.16K
|
721
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.26K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.26K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.26K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.7K - $7.61K
|
1.91K
$926K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14+ 4.02% |
$6.7K - $7.61K
|
362
$175K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.35% |
$6.7K - $7.61K
|
4.01K
$1.94M
|