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 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
82+ 2.34% |
$39.2K - $44.6K
|
3.59K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
81+ 225.0% |
$38.7K - $44K
|
117
$61.5K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
80+ 19.42% |
$38.3K - $43.5K
|
492
$258K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
79+ 4.44% |
$37.8K - $43K
|
1.86K
$977K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77+ 4.21% |
$36.8K - $41.9K
|
1.91K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
77+ 2.82% |
$36.8K - $41.9K
|
2.81K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
75+ 4.81% |
$35.9K - $40.8K
|
1.63K
$858K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
74+ 1.33% |
$35.4K - $40.2K
|
5.65K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
73+ 1.92% |
$34.9K - $39.7K
|
3.88K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
72+ 13.19% |
$34.4K - $39.2K
|
618
$325K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
72+ 0.97% |
$34.4K - $39.2K
|
7.46K
$3.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
70+ 11.04% |
$33.5K - $38.1K
|
704
$370K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
69+ 9.34% |
$33K - $37.5K
|
808
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 7.88% |
$32.5K - $37K
|
931
$489K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
68+ 340.0% |
$32.5K - $37K
|
88
$46.2K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
67+ 5.26% |
$32K - $36.4K
|
1.34K
$704K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
66+ 6.19% |
$31.6K - $35.9K
|
1.13K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
66+ 2.44% |
$31.6K - $35.9K
|
2.77K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
66+ 3.82% |
$31.6K - $35.9K
|
1.8K
$944K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
65+ 3.7% |
$31.1K - $35.3K
|
1.82K
$958K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
65+ 6.04% |
$31.1K - $35.3K
|
1.14K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
65+ 0.89% |
$31.1K - $35.3K
|
7.41K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
65+ 3250.0% |
$31.1K - $35.3K
|
67
$35.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64+ 6.67% |
$30.6K - $34.8K
|
1.02K
$538K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
64+ 0.68% |
$30.6K - $34.8K
|
9.49K
$4.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
63+ 4.41% |
$30.1K - $34.3K
|
1.49K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
63New |
$30.1K - $34.3K
|
63
$33.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
62+ 1.95% |
$29.7K - $33.7K
|
3.24K
$1.7M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
62New |
$29.7K - $33.7K
|
62
$32.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
61+ 0.85% |
$29.2K - $33.2K
|
7.27K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60+ 4.52% |
$28.7K - $32.6K
|
1.39K
$728K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 8.04% |
$28.7K - $32.6K
|
806
$423K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.5% |
$28.7K - $32.6K
|
2.46K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
60+ 35.29% |
$28.7K - $32.6K
|
230
$121K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
59+ 4.87% |
$28.2K - $32.1K
|
1.27K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
59+ 0.12% |
$28.2K - $32.1K
|
50.1K
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
56New |
$26.8K - $30.5K
|
56
$29.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56+ 6.36% |
$26.8K - $30.5K
|
937
$492K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
56+ 7.48% |
$26.8K - $30.5K
|
805
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 10.34% |
$26.3K - $29.9K
|
587
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
55+ 3.6% |
$26.3K - $29.9K
|
1.58K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
55+ 0.03% |
$26.3K - $29.9K
|
166K
$87M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
55+ 14.03% |
$26.3K - $29.9K
|
447
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54+ 1.37% |
$25.8K - $29.4K
|
3.99K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
53+ 12.21% |
$25.3K - $28.8K
|
487
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
53+ 8.69% |
$25.3K - $28.8K
|
663
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
52+ 1.64% |
$24.9K - $28.3K
|
3.22K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
52+ 5.0% |
$24.9K - $28.3K
|
1.09K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
52New |
$24.9K - $28.3K
|
52
$27.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
51+ 0.67% |
$24.4K - $27.7K
|
7.61K
$4M
|