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 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
240+ 7.55% |
$115K - $131K
|
3.42K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
239+ 5.29% |
$114K - $130K
|
4.76K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
239+ 0.64% |
$114K - $130K
|
37.3K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
238+ 46.58% |
$114K - $129K
|
749
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
238+ 29.02% |
$114K - $129K
|
1.06K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
235+ 7.37% |
$112K - $128K
|
3.42K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
231+ 4.27% |
$110K - $126K
|
5.64K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
230+ 45.54% |
$110K - $125K
|
735
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
228+ 0.11% |
$109K - $124K
|
202K
$106M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
228+ 15.7% |
$109K - $124K
|
1.68K
$883K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
227+ 4.1% |
$109K - $123K
|
5.76K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
226+ 0.67% |
$108K - $123K
|
34K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
224+ 32.09% |
$107K - $122K
|
922
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
223+ 0.25% |
$107K - $121K
|
89.7K
$47.1M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
223+ 25.66% |
$107K - $121K
|
1.09K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
222New |
$106K - $121K
|
222
$117K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
221+ 15.51% |
$106K - $120K
|
1.65K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
220+ 43.91% |
$105K - $120K
|
721
$379K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
219+ 7.86% |
$105K - $119K
|
3K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
218+ 29.38% |
$104K - $119K
|
960
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 5.03% |
$103K - $117K
|
4.51K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
214+ 38.15% |
$102K - $116K
|
775
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
211+ 8.12% |
$101K - $115K
|
2.81K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
209+ 6.49% |
$100K - $114K
|
3.43K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
208+ 495.24% |
$99.5K - $113K
|
250
$131K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
207+ 12.82% |
$99K - $113K
|
1.82K
$957K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
206+ 1.29% |
$98.5K - $112K
|
16.1K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
205+ 3.59% |
$98K - $111K
|
5.91K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.76% |
$97.1K - $110K
|
11.7K
$6.15M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
201+ 10.08% |
$96.1K - $109K
|
2.2K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
201+ 8.88% |
$96.1K - $109K
|
2.46K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
201+ 6.82% |
$96.1K - $109K
|
3.15K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
200+ 1.0% |
$95.7K - $109K
|
20.1K
$10.6M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
200New |
$95.7K - $109K
|
200
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
197+ 8.28% |
$94.2K - $107K
|
2.58K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
197+ 8.54% |
$94.2K - $107K
|
2.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
196+ 13.66% |
$93.7K - $107K
|
1.63K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
196+ 10.69% |
$93.7K - $107K
|
2.03K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
191+ 4.38% |
$91.3K - $104K
|
4.55K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
189+ 10.71% |
$90.4K - $103K
|
1.95K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 4.47% |
$89.9K - $102K
|
4.39K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
188+ 15.71% |
$89.9K - $102K
|
1.39K
$728K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188+ 13.17% |
$89.9K - $102K
|
1.62K
$849K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
186+ 8.14% |
$89K - $101K
|
2.47K
$1.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
186+ 11.68% |
$89K - $101K
|
1.78K
$935K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
185+ 12.66% |
$88.5K - $101K
|
1.65K
$865K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
185+ 15.68% |
$88.5K - $101K
|
1.37K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
184+ 27.42% |
$88K - $100K
|
855
$449K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 0.6% |
$87.5K - $99.5K
|
30.5K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
182+ 0.74% |
$87K - $99K
|
24.7K
$13M
|