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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
119+ 29.38% |
$56.9K - $64.7K
|
524
$275K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
118+ 0.56% |
$56.4K - $64.2K
|
21.2K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
118+ 4.19% |
$56.4K - $64.2K
|
2.93K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 5.6% |
$56K - $63.6K
|
2.21K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
117+ 6.57% |
$56K - $63.6K
|
1.9K
$998K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
116+ 12.42% |
$55.5K - $63.1K
|
1.05K
$552K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
116+ 2.3% |
$55.5K - $63.1K
|
5.17K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
114+ 21.97% |
$54.5K - $62K
|
633
$333K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
112+ 1.65% |
$53.6K - $60.9K
|
6.9K
$3.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
111+ 78.17% |
$53.1K - $60.4K
|
253
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
110+ 1.82% |
$52.6K - $59.8K
|
6.14K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
109New |
$52.1K - $59.3K
|
109
$57.3K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
108+ 8.76% |
$51.7K - $58.7K
|
1.34K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
108+ 0.94% |
$51.7K - $58.7K
|
11.6K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
107New |
$51.2K - $58.2K
|
107
$56.2K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
107+ 5.52% |
$51.2K - $58.2K
|
2.05K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
106+ 0.75% |
$50.7K - $57.6K
|
14.2K
$7.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
105+ 13.58% |
$50.2K - $57.1K
|
878
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
104+ 4.51% |
$49.7K - $56.6K
|
2.41K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
102+ 14.74% |
$48.8K - $55.5K
|
794
$417K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
101+ 6.67% |
$48.3K - $54.9K
|
1.62K
$848K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 1428.57% |
$47.8K - $54.4K
|
107
$56.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
99+ 5.35% |
$47.3K - $53.8K
|
1.95K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
99+ 14.82% |
$47.3K - $53.8K
|
767
$403K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
99+ 4.54% |
$47.3K - $53.8K
|
2.28K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
99+ 4.78% |
$47.3K - $53.8K
|
2.17K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
97+ 0.15% |
$46.4K - $52.7K
|
63.1K
$33.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
96+ 15.64% |
$45.9K - $52.2K
|
710
$373K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
96+ 23.24% |
$45.9K - $52.2K
|
509
$267K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
94+ 113.25% |
$45K - $51.1K
|
177
$93K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
93+ 134.78% |
$44.5K - $50.6K
|
162
$85.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
92+ 11.81% |
$44K - $50K
|
871
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 1.0% |
$44K - $50K
|
9.32K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 4.72% |
$44K - $50K
|
2.04K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
92+ 6.47% |
$44K - $50K
|
1.51K
$795K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
90+ 3.72% |
$43K - $48.9K
|
2.51K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
90+ 0.08% |
$43K - $48.9K
|
117K
$61.7M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
90+ 21.18% |
$43K - $48.9K
|
515
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
89+ 20.14% |
$42.6K - $48.4K
|
531
$279K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
89+ 5.38% |
$42.6K - $48.4K
|
1.74K
$915K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
89+ 3.38% |
$42.6K - $48.4K
|
2.73K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
88New |
$42.1K - $47.9K
|
88
$46.2K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
88+ 4.31% |
$42.1K - $47.9K
|
2.13K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
85+ 1.79% |
$40.7K - $46.2K
|
4.83K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
84+ 1.43% |
$40.2K - $45.7K
|
5.96K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
83+ 3.89% |
$39.7K - $45.1K
|
2.22K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
83+ 8.36% |
$39.7K - $45.1K
|
1.08K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
83+ 0.86% |
$39.7K - $45.1K
|
9.71K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
83+ 592.86% |
$39.7K - $45.1K
|
97
$51K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
82+ 64.57% |
$39.2K - $44.6K
|
209
$110K
|