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 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.59% |
$2.87K - $3.26K
|
1.02K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.87K - $3.26K
|
6
$2.9K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.66% |
$2.87K - $3.26K
|
911
$441K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.26% |
$2.87K - $3.26K
|
2.28K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.31% |
$2.39K - $2.72K
|
1.6K
$774K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.42K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.42K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5+ 1.05% |
$2.39K - $2.72K
|
480
$232K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.81% |
$2.39K - $2.72K
|
626
$303K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 21.74% |
$2.39K - $2.72K
|
28
$13.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4+ 0.04% |
$1.91K - $2.18K
|
11.4K
$5.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 36.36% |
$1.91K - $2.18K
|
15
$7.26K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.91K - $2.18K
|
959
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.27% |
$1.91K - $2.18K
|
1.5K
$728K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$1.91K - $2.18K
|
4
$1.94K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.37% |
$1.91K - $2.18K
|
1.07K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.48% |
$1.91K - $2.18K
|
835
$404K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4+ 200.0% |
$1.91K - $2.18K
|
6
$2.9K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.91K - $2.18K
|
2.17K
$1.05M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4+ 1.76% |
$1.91K - $2.18K
|
231
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.36% |
$1.43K - $1.63K
|
843
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.43K - $1.63K
|
5.36K
$2.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.58% |
$1.43K - $1.63K
|
520
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$1.43K - $1.63K
|
9
$4.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3New |
$1.43K - $1.63K
|
3
$1.45K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
3+ 0.41% |
$1.43K - $1.63K
|
739
$358K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.05% |
$1.43K - $1.63K
|
6.01K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3+ 0.3% |
$1.43K - $1.63K
|
990
$479K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3+ 0.3% |
$1.43K - $1.63K
|
1.01K
$489K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.64% |
$1.43K - $1.63K
|
475
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 25.0% |
$957 - $1.09K
|
10
$4.84K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$968
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.03% |
$957 - $1.09K
|
7.91K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$957 - $1.09K
|
3.85K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$968
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2+ 1.16% |
$957 - $1.09K
|
174
$84.2K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2+ 0.01% |
$957 - $1.09K
|
14K
$6.77M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.3% |
$957 - $1.09K
|
672
$325K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$957 - $1.09K
|
485
$235K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2+ 18.18% |
$957 - $1.09K
|
13
$6.29K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$968
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.78% |
$478 - $544
|
130
$62.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$478 - $544
|
1.09K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1+ 0.04% |
$478 - $544
|
2.33K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.2% |
$478 - $544
|
507
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.52% |
$478 - $544
|
192
$92.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.59% |
$478 - $544
|
64
$31K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.11% |
$478 - $544
|
944
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$478 - $544
|
63.8K
$30.9M
|