Purchases and Sales Made in Q3 2025 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
128New |
$62.1K - $72.2K
|
128
$61.9K
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
127+ 0.46% |
$61.6K - $71.6K
|
27.8K
$13.5M
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
125+ 15.7% |
$60.6K - $70.5K
|
921
$446K
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111+ 2.47% |
$53.8K - $62.6K
|
4.61K
$2.23M
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
107+ 1.39% |
$51.9K - $60.4K
|
7.79K
$3.77M
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 12.47% |
$50.9K - $59.2K
|
947
$458K
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
97+ 0.64% |
$47K - $54.7K
|
15.3K
$7.41M
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
97New |
$47K - $54.7K
|
97
$46.9K
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
91+ 7.39% |
$44.1K - $51.3K
|
1.32K
$640K
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
85+ 2.0% |
$41.2K - $48K
|
4.35K
$2.1M
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
84+ 4.61% |
$40.7K - $47.4K
|
1.91K
$923K
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
82+ 10.95% |
$39.8K - $46.3K
|
831
$402K
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
82+ 4.24% |
$39.8K - $46.3K
|
2.01K
$974K
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
81+ 8.67% |
$39.3K - $45.7K
|
1.02K
$491K
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
81+ 3.02% |
$39.3K - $45.7K
|
2.77K
$1.34M
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
79+ 0.57% |
$38.3K - $44.6K
|
13.9K
$6.72M
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 937.5% |
$36.4K - $42.3K
|
83
$40.2K
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 7.03% |
$35.4K - $41.2K
|
1.11K
$537K
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
70+ 6.62% |
$33.9K - $39.5K
|
1.13K
$546K
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 16.91% |
$33.5K - $38.9K
|
477
$231K
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68+ 2.62% |
$33K - $38.4K
|
2.67K
$1.29M
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
63+ 12.8% |
$30.6K - $35.5K
|
555
$269K
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
61+ 2.2% |
$29.6K - $34.4K
|
2.83K
$1.37M
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
59+ 6.58% |
$28.6K - $33.3K
|
955
$462K
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
54+ 24.11% |
$26.2K - $30.5K
|
278
$134K
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
52+ 7.98% |
$25.2K - $29.3K
|
704
$341K
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
52+ 1.77% |
$25.2K - $29.3K
|
3K
$1.45M
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
51+ 4.9% |
$24.7K - $28.8K
|
1.09K
$528K
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
51+ 1.72% |
$24.7K - $28.8K
|
3.01K
$1.46M
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
47+ 0.72% |
$22.8K - $26.5K
|
6.55K
$3.17M
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
43+ 2.25% |
$20.9K - $24.3K
|
1.95K
$943K
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
43+ 0.37% |
$20.9K - $24.3K
|
11.8K
$5.71M
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 2.6% |
$19.4K - $22.6K
|
1.58K
$763K
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
38+ 3.69% |
$18.4K - $21.4K
|
1.07K
$517K
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
37+ 8.15% |
$17.9K - $20.9K
|
491
$238K
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.89% |
$17.5K - $20.3K
|
4.07K
$1.97M
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 550.0% |
$16K - $18.6K
|
39
$18.9K
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
32+ 4.29% |
$15.5K - $18.1K
|
778
$376K
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 4.57% |
$15.5K - $18.1K
|
732
$354K
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.83% |
$15.5K - $18.1K
|
3.91K
$1.89M
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
31+ 2.58% |
$15K - $17.5K
|
1.23K
$596K
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
25+ 51.02% |
$12.1K - $14.1K
|
74
$35.8K
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22+ 1.44% |
$10.7K - $12.4K
|
1.55K
$749K
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
22+ 5.01% |
$10.7K - $12.4K
|
461
$223K
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
22+ 5.5% |
$10.7K - $12.4K
|
422
$204K
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
22+ 1.22% |
$10.7K - $12.4K
|
1.82K
$882K
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
21+ 1.42% |
$10.2K - $11.8K
|
1.5K
$726K
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.43% |
$10.2K - $11.8K
|
4.9K
$2.37M
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20+ 9.8% |
$9.7K - $11.3K
|
224
$108K
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
19+ 2.22% |
$9.21K - $10.7K
|
874
$423K
|