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 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
33+ 550.0% |
$15.8K - $17.9K
|
39
$20.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
33+ 2.66% |
$15.8K - $17.9K
|
1.27K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
33+ 4.71% |
$15.8K - $17.9K
|
734
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 1.22% |
$15.3K - $17.4K
|
2.66K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 6.57% |
$15.3K - $17.4K
|
519
$273K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 4.92% |
$15.3K - $17.4K
|
682
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 9.51% |
$14.8K - $16.9K
|
357
$188K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$14.8K - $16.9K
|
31
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 103.33% |
$14.8K - $16.9K
|
61
$32K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30+ 1.52% |
$14.3K - $16.3K
|
2.01K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30+ 1.66% |
$14.3K - $16.3K
|
1.83K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30+ 1.45% |
$14.3K - $16.3K
|
2.1K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
30New |
$14.3K - $16.3K
|
30
$15.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$13.9K - $15.8K
|
29
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$13.9K - $15.8K
|
4.47K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.17% |
$13.9K - $15.8K
|
17.5K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
29+ 5.93% |
$13.9K - $15.8K
|
518
$272K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 1.29% |
$13.9K - $15.8K
|
2.27K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 7.2% |
$13.9K - $15.8K
|
432
$227K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$13.4K - $15.2K
|
28
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 0.22% |
$13.4K - $15.2K
|
13K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
28+ 0.53% |
$13.4K - $15.2K
|
5.27K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 1.09% |
$13.4K - $15.2K
|
2.61K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 1.1% |
$12.9K - $14.7K
|
2.48K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 1.01% |
$12.9K - $14.7K
|
2.69K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 4.86% |
$12.4K - $14.1K
|
561
$295K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.53% |
$12.4K - $14.1K
|
1.05K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 2.22% |
$12.4K - $14.1K
|
1.2K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 8.36% |
$12K - $13.6K
|
324
$170K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 1.61% |
$12K - $13.6K
|
1.58K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 2.54% |
$12K - $13.6K
|
1.01K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
24+ 1.56% |
$11.5K - $13.1K
|
1.57K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
24+ 4.06% |
$11.5K - $13.1K
|
615
$323K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
24+ 1.86% |
$11.5K - $13.1K
|
1.31K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 2.07% |
$11K - $12.5K
|
1.13K
$595K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
23+ 2.16% |
$11K - $12.5K
|
1.09K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
22+ 0.08% |
$10.5K - $12K
|
26.8K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
22+ 2.85% |
$10.5K - $12K
|
794
$417K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 1.77% |
$10.5K - $12K
|
1.27K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
22+ 0.16% |
$10.5K - $12K
|
14K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22+ 2.3% |
$10.5K - $12K
|
980
$515K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.77% |
$10.5K - $12K
|
2.89K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 5.02% |
$10K - $11.4K
|
439
$231K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21New |
$10K - $11.4K
|
21
$11K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.83% |
$10K - $11.4K
|
762
$400K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 7.98% |
$10K - $11.4K
|
284
$149K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 1.04% |
$10K - $11.4K
|
2.04K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21+ 9.68% |
$10K - $11.4K
|
238
$125K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 2.05% |
$9.57K - $10.9K
|
995
$523K
|