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 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 2.11% |
$2.87K - $3.26K
|
279
$135K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.2% |
$2.87K - $3.26K
|
2.98K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 37.5% |
$2.87K - $3.26K
|
10
$4.84K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7- 0.41% |
$3.35K - $3.81K
|
1.7K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7- 0.22% |
$3.35K - $3.81K
|
3.15K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-7- 8.64% |
$3.35K - $3.81K
|
74
$35.8K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.48% |
$3.35K - $3.81K
|
1.47K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-7- 5.98% |
$3.35K - $3.81K
|
110
$53.2K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 4.49% |
$3.83K - $4.35K
|
170
$82.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 1.75% |
$3.83K - $4.35K
|
449
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-8- 0.95% |
$3.83K - $4.35K
|
834
$403K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 1.07% |
$3.83K - $4.35K
|
741
$358K
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-8- 0.53% |
$3.83K - $4.35K
|
1.51K
$731K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 0.87% |
$4.3K - $4.89K
|
1.03K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 3.42% |
$4.3K - $4.89K
|
254
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9- 0.5% |
$4.3K - $4.89K
|
1.8K
$872K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.12% |
$4.3K - $4.89K
|
7.63K
$3.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-9- 1.37% |
$4.3K - $4.89K
|
650
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-9- 1.56% |
$4.3K - $4.89K
|
567
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.15% |
$4.78K - $5.44K
|
455
$220K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.93% |
$4.78K - $5.44K
|
1.06K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.47% |
$4.78K - $5.44K
|
2.11K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 6.13% |
$4.78K - $5.44K
|
153
$74K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-10- 1.22% |
$4.78K - $5.44K
|
809
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-10- 0.33% |
$4.78K - $5.44K
|
3.02K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 14.08% |
$4.78K - $5.44K
|
61
$29.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-10- 0.45% |
$4.78K - $5.44K
|
2.24K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$4.78K - $5.44K
|
6.94K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 7.58% |
$4.78K - $5.44K
|
122
$59K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 4.29% |
$4.78K - $5.44K
|
223
$108K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 0.07% |
$4.78K - $5.44K
|
14.1K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-10- 1.79% |
$4.78K - $5.44K
|
548
$265K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 2.34% |
$4.78K - $5.44K
|
418
$202K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-10- 1.58% |
$4.78K - $5.44K
|
623
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 7.59% |
$5.26K - $5.98K
|
134
$64.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11- 0.49% |
$5.26K - $5.98K
|
2.25K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.58% |
$5.74K - $6.53K
|
746
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-12- 0.89% |
$5.74K - $6.53K
|
1.34K
$647K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-12- 1.11% |
$5.74K - $6.53K
|
1.07K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12- 0.35% |
$5.74K - $6.53K
|
3.42K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-12- 2.29% |
$5.74K - $6.53K
|
513
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13- 2.5% |
$6.22K - $7.07K
|
506
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-13- 0.95% |
$6.22K - $7.07K
|
1.36K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-13- 0.87% |
$6.22K - $7.07K
|
1.49K
$719K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13- 0.58% |
$6.22K - $7.07K
|
2.21K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.81% |
$6.7K - $7.61K
|
758
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-14- 0.37% |
$6.7K - $7.61K
|
3.81K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14- 2.99% |
$6.7K - $7.61K
|
455
$220K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14- 50.0% |
$6.7K - $7.61K
|
14
$6.77K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-15- 7.61% |
$7.17K - $8.16K
|
182
$88K
|