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 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19+ 2.9% |
$9.21K - $10.7K
|
674
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 1.92% |
$8.73K - $10.2K
|
955
$462K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 13.08% |
$8.24K - $9.59K
|
147
$71.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16+ 145.45% |
$7.76K - $9.03K
|
27
$13.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.44% |
$7.27K - $8.46K
|
3.43K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 0.3% |
$7.27K - $8.46K
|
5.02K
$2.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
14New |
$6.79K - $7.9K
|
14
$6.77K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13+ 0.99% |
$6.3K - $7.33K
|
1.33K
$642K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
13+ 30.23% |
$6.3K - $7.33K
|
56
$27.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 38.71% |
$5.82K - $6.77K
|
43
$20.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
12+ 1.34% |
$5.82K - $6.77K
|
906
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
11+ 0.05% |
$5.33K - $6.21K
|
20.8K
$10.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11+ 1.82% |
$5.33K - $6.21K
|
617
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10+ 76.92% |
$4.85K - $5.64K
|
23
$11.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.77% |
$4.36K - $5.08K
|
1.18K
$569K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8+ 0.16% |
$3.88K - $4.51K
|
4.98K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
8New |
$3.88K - $4.51K
|
8
$3.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 1.32% |
$3.39K - $3.95K
|
536
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
7+ 0.38% |
$3.39K - $3.95K
|
1.86K
$898K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7New |
$3.39K - $3.95K
|
7
$3.39K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 2.49% |
$2.91K - $3.38K
|
247
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6+ 0.4% |
$2.91K - $3.38K
|
1.49K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.87% |
$2.91K - $3.38K
|
696
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 120.0% |
$2.91K - $3.38K
|
11
$5.32K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.42K - $2.82K
|
5.03K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
5+ 1.22% |
$2.42K - $2.82K
|
416
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.55% |
$2.42K - $2.82K
|
909
$440K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$2.42K - $2.82K
|
5
$2.42K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
5+ 1.43% |
$2.42K - $2.82K
|
355
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$2.42K - $2.82K
|
444
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 7.14% |
$1.94K - $2.26K
|
60
$29K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 2.05% |
$1.94K - $2.26K
|
199
$96.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.82% |
$1.94K - $2.26K
|
490
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.81% |
$1.94K - $2.26K
|
499
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3+ 0.37% |
$1.45K - $1.69K
|
816
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 30.0% |
$1.45K - $1.69K
|
13
$6.29K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.6% |
$1.45K - $1.69K
|
505
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
2+ 0.18% |
$970 - $1.13K
|
1.11K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.35% |
$970 - $1.13K
|
580
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$970 - $1.13K
|
6.94K
$3.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 25.0% |
$485 - $564
|
5
$2.42K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$485 - $564
|
1
$484
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.27% |
$485 - $564
|
80
$38.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.15% |
$485 - $564
|
651
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.1% |
$485 - $564
|
1.03K
$496K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1- 0.23% |
$485 - $564
|
435
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1- 0.15% |
$485 - $564
|
646
$313K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.66% |
$485 - $564
|
150
$72.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.27% |
$970 - $1.13K
|
745
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3- 0.39% |
$1.45K - $1.69K
|
762
$369K
|