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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 0.08% |
$26.3K - $31.6K
|
73.9K
$39.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
58+ 3.39% |
$25.4K - $30.6K
|
1.77K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
58+ 12.64% |
$25.4K - $30.6K
|
517
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 9.39% |
$22.8K - $27.4K
|
606
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
52+ 8.83% |
$22.8K - $27.4K
|
641
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
52+ 1.17% |
$22.8K - $27.4K
|
4.5K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
47+ 1.76% |
$20.6K - $24.8K
|
2.72K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
44+ 2.06% |
$19.3K - $23.2K
|
2.18K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 3.47% |
$19.3K - $23.2K
|
1.31K
$696K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42+ 4.54% |
$18.4K - $22.1K
|
967
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 2.83% |
$18.4K - $22.1K
|
1.53K
$810K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42+ 1.22% |
$18.4K - $22.1K
|
3.47K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41+ 3.7% |
$18K - $21.6K
|
1.15K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
41+ 4.44% |
$18K - $21.6K
|
964
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
40+ 0.44% |
$17.5K - $21.1K
|
9.05K
$4.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
39+ 6.93% |
$17.1K - $20.6K
|
602
$320K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
37+ 6.5% |
$16.2K - $19.5K
|
606
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
35+ 0.21% |
$15.3K - $18.5K
|
17K
$9.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 3.51% |
$15.3K - $18.5K
|
1.03K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 27.87% |
$14.9K - $17.9K
|
156
$82.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
34+ 1700.0% |
$14.9K - $17.9K
|
36
$19.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
34+ 1.7% |
$14.9K - $17.9K
|
2.04K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
33+ 0.16% |
$14.5K - $17.4K
|
21K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
32+ 0.16% |
$14K - $16.9K
|
19.4K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
31+ 3.43% |
$13.6K - $16.3K
|
934
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 4.3% |
$13.6K - $16.3K
|
752
$399K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 3.17% |
$13.1K - $15.8K
|
975
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
30+ 5.35% |
$13.1K - $15.8K
|
591
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
29+ 5.59% |
$12.7K - $15.3K
|
548
$291K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29+ 6.37% |
$12.7K - $15.3K
|
484
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 5.28% |
$12.7K - $15.3K
|
578
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
28+ 0.54% |
$12.3K - $14.8K
|
5.19K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 3.75% |
$12.3K - $14.8K
|
774
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 6.59% |
$12.3K - $14.8K
|
453
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
27+ 4.99% |
$11.8K - $14.2K
|
568
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.02% |
$11.8K - $14.2K
|
119K
$63.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 21.37% |
$11K - $13.2K
|
142
$75.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 36.92% |
$10.5K - $12.7K
|
89
$47.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
24+ 5.83% |
$10.5K - $12.7K
|
436
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 0.36% |
$9.64K - $11.6K
|
6.16K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 37.93% |
$9.64K - $11.6K
|
80
$42.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
21New |
$9.2K - $11.1K
|
21
$11.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20+ 0.9% |
$8.77K - $10.5K
|
2.24K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
20+ 1.88% |
$8.77K - $10.5K
|
1.08K
$574K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
19+ 2.07% |
$8.33K - $10K
|
937
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
18+ 105.88% |
$7.89K - $9.49K
|
35
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 2.96% |
$7.01K - $8.44K
|
556
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16+ 8.25% |
$7.01K - $8.44K
|
210
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 1.31% |
$6.57K - $7.91K
|
1.16K
$614K
|