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 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 2.59% |
$6.7K - $7.61K
|
555
$269K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
14+ 0.33% |
$6.7K - $7.61K
|
4.29K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 1.16% |
$6.7K - $7.61K
|
1.22K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13+ 2.75% |
$6.22K - $7.07K
|
486
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13+ 0.76% |
$6.22K - $7.07K
|
1.73K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
13+ 10.16% |
$6.22K - $7.07K
|
141
$68.2K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 2.36% |
$6.22K - $7.07K
|
565
$273K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13New |
$6.22K - $7.07K
|
13
$6.29K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
13New |
$6.22K - $7.07K
|
13
$6.29K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
13+ 15.66% |
$6.22K - $7.07K
|
96
$46.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$5.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 92.31% |
$5.74K - $6.53K
|
25
$12.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$5.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
12+ 0.05% |
$5.74K - $6.53K
|
21.8K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$5.81K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 2.19% |
$5.74K - $6.53K
|
561
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11+ 183.33% |
$5.26K - $5.98K
|
17
$8.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.61% |
$5.26K - $5.98K
|
1.81K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
11+ 0.28% |
$5.26K - $5.98K
|
3.99K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 4.25% |
$5.26K - $5.98K
|
270
$131K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
11New |
$5.26K - $5.98K
|
11
$5.32K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11New |
$5.26K - $5.98K
|
11
$5.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 22.73% |
$4.78K - $5.44K
|
54
$26.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$4.78K - $5.44K
|
3.38K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10+ 1.74% |
$4.78K - $5.44K
|
584
$283K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.79% |
$4.78K - $5.44K
|
1.27K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10+ 1.98% |
$4.78K - $5.44K
|
516
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9+ 0.72% |
$4.3K - $4.89K
|
1.27K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.51% |
$4.3K - $4.89K
|
1.79K
$866K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.46% |
$4.3K - $4.89K
|
625
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.38% |
$4.3K - $4.89K
|
2.36K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 1.17% |
$4.3K - $4.89K
|
775
$375K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
9+ 1.07% |
$4.3K - $4.89K
|
851
$412K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 300.0% |
$4.3K - $4.89K
|
12
$5.81K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 1.83% |
$4.3K - $4.89K
|
501
$242K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
9+ 0.15% |
$4.3K - $4.89K
|
6.16K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.22% |
$3.83K - $4.35K
|
3.7K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.46% |
$3.83K - $4.35K
|
1.76K
$850K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 80.0% |
$3.83K - $4.35K
|
18
$8.71K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8+ 0.93% |
$3.83K - $4.35K
|
865
$418K
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$3.83K - $4.35K
|
6.84K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.44% |
$3.83K - $4.35K
|
188
$91K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.67% |
$3.35K - $3.81K
|
1.06K
$511K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.54% |
$3.35K - $3.81K
|
1.3K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.69% |
$3.35K - $3.81K
|
421
$204K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
7+ 0.04% |
$3.35K - $3.81K
|
19.8K
$9.57M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.42% |
$2.87K - $3.26K
|
1.45K
$700K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 17.14% |
$2.87K - $3.26K
|
41
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.71% |
$2.87K - $3.26K
|
855
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6+ 2.59% |
$2.87K - $3.26K
|
238
$115K
|