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 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-15- 1.46% |
$7.17K - $8.16K
|
1.01K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-15- 3.53% |
$7.17K - $8.16K
|
410
$198K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-15- 1.45% |
$7.17K - $8.16K
|
1.02K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 2.09% |
$7.17K - $8.16K
|
704
$341K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 1.5% |
$7.17K - $8.16K
|
982
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16- 0.14% |
$7.65K - $8.7K
|
11.8K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.32% |
$7.65K - $8.7K
|
4.95K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 3.63% |
$7.65K - $8.7K
|
425
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16- 8.42% |
$7.65K - $8.7K
|
174
$84.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-17- 1.55% |
$8.13K - $9.24K
|
1.08K
$522K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-17- 0.12% |
$8.13K - $9.24K
|
13.9K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-17- 0.91% |
$8.13K - $9.24K
|
1.85K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-18- 2.97% |
$8.61K - $9.79K
|
589
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18- 4.06% |
$8.61K - $9.79K
|
425
$206K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-18- 2.58% |
$8.61K - $9.79K
|
681
$329K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 4.69% |
$9.09K - $10.3K
|
386
$187K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 95.0% |
$9.09K - $10.3K
|
1
$484
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-20- 0.35% |
$9.57K - $10.9K
|
5.74K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.34% |
$9.57K - $10.9K
|
833
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-20- 0.65% |
$9.57K - $10.9K
|
3.04K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-20- 2.97% |
$9.57K - $10.9K
|
654
$316K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 1.74% |
$9.57K - $10.9K
|
1.13K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-20- 0.37% |
$9.57K - $10.9K
|
5.37K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.88% |
$10K - $11.4K
|
2.36K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-21- 5.05% |
$10K - $11.4K
|
395
$191K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-21- 4.84% |
$10K - $11.4K
|
413
$200K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-22- 0.04% |
$10.5K - $12K
|
57.3K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-22- 3.83% |
$10.5K - $12K
|
552
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23- 2.36% |
$11K - $12.5K
|
952
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23- 4.48% |
$11K - $12.5K
|
490
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-24- 3.42% |
$11.5K - $13.1K
|
678
$328K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-24- 2.48% |
$11.5K - $13.1K
|
945
$457K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-24- 3.1% |
$11.5K - $13.1K
|
749
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $13.6K
|
8.25K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-25- 4.08% |
$12K - $13.6K
|
588
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-25- 27.78% |
$12K - $13.6K
|
65
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$12K - $13.6K
|
3.06K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.18% |
$12K - $13.6K
|
13.9K
$6.74M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-26- 1.8% |
$12.4K - $14.1K
|
1.42K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-26- 0.63% |
$12.4K - $14.1K
|
4.08K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 0.32% |
$12.4K - $14.1K
|
8.09K
$3.91M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-26- 1.26% |
$12.4K - $14.1K
|
2.04K
$989K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-27- 2.6% |
$12.9K - $14.7K
|
1.01K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$12.9K - $14.7K
|
6.42K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-28- 3.07% |
$13.4K - $15.2K
|
883
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 1.78% |
$13.4K - $15.2K
|
1.55K
$749K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-28- 3.35% |
$13.4K - $15.2K
|
807
$390K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-28- 0.92% |
$13.4K - $15.2K
|
3.03K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29- 0.61% |
$13.9K - $15.8K
|
4.73K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-29- 1.8% |
$13.9K - $15.8K
|
1.58K
$765K
|