Purchases and Sales Made in Q2 2025 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
258+ 1.23% |
$113K - $136K
|
21.2K
$11.2M
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
253+ 29.73% |
$111K - $133K
|
1.1K
$586K
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
246+ 2.59% |
$108K - $130K
|
9.73K
$5.17M
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
245+ 9.11% |
$107K - $129K
|
2.94K
$1.56M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
244+ 5.13% |
$107K - $129K
|
5K
$2.66M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
242+ 24.44% |
$106K - $128K
|
1.23K
$654K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
242+ 10.82% |
$106K - $128K
|
2.48K
$1.32M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
220+ 45.17% |
$96.4K - $116K
|
707
$375K
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.3% |
$92K - $111K
|
16.4K
$8.68M
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
195+ 0.99% |
$85.5K - $103K
|
20K
$10.6M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
193+ 4.04% |
$84.6K - $102K
|
4.97K
$2.64M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
183+ 2.01% |
$80.2K - $96.5K
|
9.3K
$4.94M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
172+ 111.69% |
$75.4K - $90.7K
|
326
$173K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
170+ 239.44% |
$74.5K - $89.6K
|
241
$128K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
163+ 11.39% |
$71.4K - $85.9K
|
1.59K
$846K
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160+ 5.0% |
$70.1K - $84.4K
|
3.36K
$1.78M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
152+ 27.39% |
$66.6K - $80.1K
|
707
$375K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
134+ 11.37% |
$58.7K - $70.7K
|
1.31K
$697K
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
127+ 1.31% |
$55.7K - $67K
|
9.84K
$5.22M
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 360.0% |
$55.2K - $66.4K
|
161
$85.5K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
125+ 2.85% |
$54.8K - $65.9K
|
4.52K
$2.4M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
124+ 12.76% |
$54.4K - $65.4K
|
1.1K
$582K
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
121+ 1.07% |
$53K - $63.8K
|
11.5K
$6.08M
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120+ 4.4% |
$52.6K - $63.3K
|
2.85K
$1.51M
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
120+ 0.49% |
$52.6K - $63.3K
|
24.8K
$13.2M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
119+ 0.06% |
$52.2K - $62.7K
|
206K
$109M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
118+ 14.17% |
$51.7K - $62.2K
|
951
$505K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
115+ 11.35% |
$50.4K - $60.6K
|
1.13K
$599K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
108+ 2.27% |
$47.3K - $56.9K
|
4.87K
$2.59M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 6.19% |
$45.6K - $54.8K
|
1.78K
$947K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
104+ 12.48% |
$45.6K - $54.8K
|
937
$497K
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
100+ 2.09% |
$43.8K - $52.7K
|
4.88K
$2.59M
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
100+ 24.75% |
$43.8K - $52.7K
|
504
$268K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 11.81% |
$42.5K - $51.1K
|
918
$487K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
92+ 14.07% |
$40.3K - $48.5K
|
746
$396K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 1.25% |
$40.3K - $48.5K
|
7.45K
$3.96M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
90+ 15.25% |
$39.4K - $47.5K
|
680
$361K
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
86+ 3.06% |
$37.7K - $45.3K
|
2.9K
$1.54M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
83+ 7.65% |
$36.4K - $43.8K
|
1.17K
$620K
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
82+ 5.75% |
$35.9K - $43.2K
|
1.51K
$800K
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
76+ 194.87% |
$33.3K - $40.1K
|
115
$61K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 7.79% |
$32.9K - $39.5K
|
1.04K
$551K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
73+ 4.29% |
$32K - $38.5K
|
1.77K
$942K
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
70+ 0.92% |
$30.7K - $36.9K
|
7.68K
$4.08M
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
69+ 5.09% |
$30.2K - $36.4K
|
1.42K
$756K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
67+ 0.92% |
$29.4K - $35.3K
|
7.32K
$3.89M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
67+ 8.1% |
$29.4K - $35.3K
|
894
$475K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
65+ 2.25% |
$28.5K - $34.3K
|
2.96K
$1.57M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
63+ 3.42% |
$27.6K - $33.2K
|
1.91K
$1.01M
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62+ 0.34% |
$27.2K - $32.7K
|
18.5K
$9.83M
|