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
|
Van Eck Associates Corp
|
BUY
|
- |
489+ 6.1% |
$234K - $266K
|
8.51K
$4.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
487New |
$233K - $265K
|
487
$256K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
478New |
$229K - $260K
|
478
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
473+ 23.47% |
$226K - $257K
|
2.49K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
473New |
$226K - $257K
|
473
$248K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
473New |
$226K - $257K
|
473
$248K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
471+ 5.15% |
$225K - $256K
|
9.62K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
470New |
$225K - $256K
|
470
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
468New |
$224K - $254K
|
468
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
466New |
$223K - $253K
|
466
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
463+ 11.35% |
$221K - $252K
|
4.54K
$2.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
461+ 86.49% |
$220K - $251K
|
994
$522K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
455New |
$218K - $247K
|
455
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
453New |
$217K - $246K
|
453
$238K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
452+ 2.51% |
$216K - $246K
|
18.4K
$9.69M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
448+ 31.09% |
$214K - $244K
|
1.89K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
447+ 16.52% |
$214K - $243K
|
3.15K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
442+ 193.86% |
$211K - $240K
|
670
$352K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
442New |
$211K - $240K
|
442
$232K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
433+ 4.7% |
$207K - $235K
|
9.65K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
432New |
$207K - $235K
|
432
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
425+ 70.36% |
$203K - $231K
|
1.03K
$541K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
425New |
$203K - $231K
|
425
$223K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
423New |
$202K - $230K
|
423
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
422New |
$202K - $229K
|
422
$222K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
421New |
$201K - $229K
|
421
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
419+ 29.22% |
$200K - $228K
|
1.85K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
419New |
$200K - $228K
|
419
$220K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
418New |
$200K - $227K
|
418
$220K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
417+ 33.17% |
$199K - $227K
|
1.67K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
416New |
$199K - $226K
|
416
$219K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
415+ 20.7% |
$198K - $226K
|
2.42K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
415+ 4.72% |
$198K - $226K
|
9.2K
$4.83M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
414New |
$198K - $225K
|
414
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
413+ 29.08% |
$198K - $225K
|
1.83K
$963K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
412+ 9.37% |
$197K - $224K
|
4.81K
$2.53M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
411+ 13.78% |
$197K - $223K
|
3.39K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
411+ 65.13% |
$197K - $223K
|
1.04K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
411+ 37.67% |
$197K - $223K
|
1.5K
$789K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
410+ 72.95% |
$196K - $223K
|
972
$511K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
409New |
$196K - $222K
|
409
$215K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
407+ 32.12% |
$195K - $221K
|
1.67K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
405+ 1306.45% |
$194K - $220K
|
436
$229K
|
|
|
May 15, 2025
Q1 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
401New |
$192K - $218K
|
401
$211K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
401+ 15.35% |
$192K - $218K
|
3.01K
$1.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
400New |
$191K - $218K
|
400
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
400New |
$191K - $218K
|
400
$210K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
400New |
$191K - $218K
|
400
$210K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
400New |
$191K - $218K
|
400
$210K
|