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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
51New |
$24.4K - $27.7K
|
51
$26.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
50+ 12.11% |
$23.9K - $27.2K
|
463
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 2.75% |
$23.9K - $27.2K
|
1.87K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
50+ 1.76% |
$23.9K - $27.2K
|
2.89K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50+ 68.49% |
$23.9K - $27.2K
|
123
$64.6K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50+ 1.71% |
$23.9K - $27.2K
|
2.97K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$23.9K - $27.2K
|
50
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
49+ 9.96% |
$23.4K - $26.6K
|
541
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 1.61% |
$23.4K - $26.6K
|
3.09K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
49+ 2.52% |
$23.4K - $26.6K
|
1.99K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
49+ 10.25% |
$23.4K - $26.6K
|
527
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
48+ 0.22% |
$23K - $26.1K
|
22K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
48+ 2.53% |
$23K - $26.1K
|
1.94K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 1.18% |
$23K - $26.1K
|
4.11K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
47+ 9.49% |
$22.5K - $25.6K
|
542
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
47+ 7.76% |
$22.5K - $25.6K
|
653
$343K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
46+ 8.78% |
$22K - $25K
|
570
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 17.86% |
$21.5K - $24.5K
|
297
$156K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
45+ 7.98% |
$21.5K - $24.5K
|
609
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
44+ 9.84% |
$21K - $23.9K
|
491
$258K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 9.32% |
$21K - $23.9K
|
516
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
43+ 0.19% |
$20.6K - $23.4K
|
22.9K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 4.79% |
$20.6K - $23.4K
|
940
$494K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 3.72% |
$20.6K - $23.4K
|
1.2K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
43+ 0.71% |
$20.6K - $23.4K
|
6.11K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
43+ 0.48% |
$20.6K - $23.4K
|
9.01K
$4.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
41+ 4.45% |
$19.6K - $22.3K
|
963
$506K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
41+ 0.69% |
$19.6K - $22.3K
|
5.99K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
40+ 3.6% |
$19.1K - $21.8K
|
1.15K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
40+ 1.14% |
$19.1K - $21.8K
|
3.54K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
40+ 1.09% |
$19.1K - $21.8K
|
3.71K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
40+ 7.14% |
$19.1K - $21.8K
|
600
$315K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 4.57% |
$19.1K - $21.8K
|
915
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
39+ 8.53% |
$18.7K - $21.2K
|
496
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.34% |
$18.7K - $21.2K
|
11.4K
$5.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 19.5% |
$18.7K - $21.2K
|
239
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
39+ 5.66% |
$18.7K - $21.2K
|
728
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 4.74% |
$18.7K - $21.2K
|
862
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38+ 9.0% |
$18.2K - $20.7K
|
460
$242K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
38+ 1.65% |
$18.2K - $20.7K
|
2.35K
$1.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 1.46% |
$17.7K - $20.1K
|
2.57K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
37New |
$17.7K - $20.1K
|
37
$19.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 6.46% |
$17.2K - $19.6K
|
593
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 4.39% |
$16.7K - $19K
|
833
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
35New |
$16.7K - $19K
|
35
$18.4K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 2.68% |
$16.7K - $19K
|
1.34K
$703K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 2.54% |
$16.7K - $19K
|
1.42K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35+ 6.22% |
$16.7K - $19K
|
598
$314K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
35+ 1.62% |
$16.7K - $19K
|
2.2K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
33+ 5.12% |
$15.8K - $17.9K
|
677
$356K
|