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
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-47- 2.73% |
$22.5K - $25.6K
|
1.67K
$810K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-48- 5.1% |
$23K - $26.1K
|
893
$432K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 1.45% |
$23K - $26.1K
|
3.27K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-49- 6.52% |
$23.4K - $26.6K
|
702
$340K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-49- 3.96% |
$23.4K - $26.6K
|
1.19K
$575K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 3.4% |
$23.9K - $27.2K
|
1.42K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-50- 7.8% |
$23.9K - $27.2K
|
591
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-50- 7.67% |
$23.9K - $27.2K
|
602
$291K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-50- 1.64% |
$23.9K - $27.2K
|
3K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-50- 16.72% |
$23.9K - $27.2K
|
249
$120K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-50- 1.17% |
$23.9K - $27.2K
|
4.22K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-51- 1.74% |
$24.4K - $27.7K
|
2.88K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-52- 8.62% |
$24.9K - $28.3K
|
551
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-53- 2.14% |
$25.3K - $28.8K
|
2.42K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-53- 5.36% |
$25.3K - $28.8K
|
936
$453K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-53- 9.11% |
$25.3K - $28.8K
|
529
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-54- 1.07% |
$25.8K - $29.4K
|
4.98K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-54- 8.48% |
$25.8K - $29.4K
|
583
$282K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-54- 41.86% |
$25.8K - $29.4K
|
75
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-56- 10.83% |
$26.8K - $30.5K
|
461
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-57- 0.78% |
$27.3K - $31K
|
7.26K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-57- 7.38% |
$27.3K - $31K
|
715
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-58- 5.49% |
$27.7K - $31.5K
|
998
$483K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-58- 5.63% |
$27.7K - $31.5K
|
972
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-59- 1.47% |
$28.2K - $32.1K
|
3.97K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60- 2.5% |
$28.7K - $32.6K
|
2.34K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-60- 1.87% |
$28.7K - $32.6K
|
3.15K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-61- 1.26% |
$29.2K - $33.2K
|
4.8K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-62- 6.93% |
$29.7K - $33.7K
|
833
$403K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-62- 0.62% |
$29.7K - $33.7K
|
10K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-63- 6.05% |
$30.1K - $34.3K
|
978
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-63- 12.65% |
$30.1K - $34.3K
|
435
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-65- 0.9% |
$31.1K - $35.3K
|
7.17K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-69- 1.28% |
$33K - $37.5K
|
5.32K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-69- 0.61% |
$33K - $37.5K
|
11.2K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-69- 0.13% |
$33K - $37.5K
|
52.7K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-70- 4.17% |
$33.5K - $38.1K
|
1.61K
$778K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-71- 5.59% |
$34K - $38.6K
|
1.2K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-71- 10.38% |
$34K - $38.6K
|
613
$297K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-71- 13.5% |
$34K - $38.6K
|
455
$220K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-74- 1.17% |
$35.4K - $40.2K
|
6.24K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-74- 1.6% |
$35.4K - $40.2K
|
4.55K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-74- 5.99% |
$35.4K - $40.2K
|
1.16K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-74- 26.24% |
$35.4K - $40.2K
|
208
$101K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-75- 9.48% |
$35.9K - $40.8K
|
716
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 12.31% |
$37.8K - $43K
|
563
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-79- 3.49% |
$37.8K - $43K
|
2.19K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 3.19% |
$37.8K - $43K
|
2.4K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80- 12.27% |
$38.3K - $43.5K
|
572
$277K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-80- 10.42% |
$38.3K - $43.5K
|
688
$333K
|