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 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 1.36% |
$9.57K - $10.9K
|
1.5K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20+ 3.17% |
$9.57K - $10.9K
|
651
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 3.13% |
$9.57K - $10.9K
|
659
$344K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 0.7% |
$9.57K - $10.9K
|
2.86K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 1.17% |
$9.09K - $10.3K
|
1.64K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
19+ 9.0% |
$9.09K - $10.3K
|
230
$120K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 12.34% |
$9.09K - $10.3K
|
173
$90.3K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$9.09K - $10.3K
|
19
$9.92K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
19+ 0.81% |
$9.09K - $10.3K
|
2.36K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19+ 1.45% |
$9.09K - $10.3K
|
1.33K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19+ 3.59% |
$9.09K - $10.3K
|
548
$286K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19New |
$9.09K - $10.3K
|
19
$9.92K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
18New |
$8.61K - $9.79K
|
18
$9.4K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18New |
$8.61K - $9.79K
|
18
$9.4K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 36.0% |
$8.61K - $9.79K
|
68
$35.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 3.7% |
$8.13K - $9.24K
|
477
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
17+ 0.54% |
$8.13K - $9.24K
|
3.14K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 5.07% |
$8.13K - $9.24K
|
352
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
17New |
$8.13K - $9.24K
|
17
$8.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.29% |
$8.13K - $9.24K
|
5.97K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
17+ 0.9% |
$8.13K - $9.24K
|
1.9K
$991K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 6.12% |
$8.13K - $9.24K
|
295
$154K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17+ 0.87% |
$8.13K - $9.24K
|
1.97K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
16+ 3.61% |
$7.65K - $8.7K
|
459
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16+ 1.89% |
$7.65K - $8.7K
|
863
$451K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 7.48% |
$7.65K - $8.7K
|
230
$120K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16+ 3.17% |
$7.65K - $8.7K
|
521
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 2.12% |
$7.17K - $8.16K
|
721
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.83K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.83K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15New |
$7.17K - $8.16K
|
15
$7.83K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.74% |
$6.7K - $7.61K
|
1.91K
$999K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14+ 4.02% |
$6.7K - $7.61K
|
362
$189K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.35% |
$6.7K - $7.61K
|
4.01K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 2.59% |
$6.7K - $7.61K
|
555
$290K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
14+ 0.33% |
$6.7K - $7.61K
|
4.29K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 1.16% |
$6.7K - $7.61K
|
1.22K
$639K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13+ 2.75% |
$6.22K - $7.07K
|
486
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13+ 0.76% |
$6.22K - $7.07K
|
1.73K
$903K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
13+ 10.16% |
$6.22K - $7.07K
|
141
$73.6K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 2.36% |
$6.22K - $7.07K
|
565
$295K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13New |
$6.22K - $7.07K
|
13
$6.79K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
13New |
$6.22K - $7.07K
|
13
$6.79K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
13+ 15.66% |
$6.22K - $7.07K
|
96
$50.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 92.31% |
$5.74K - $6.53K
|
25
$13.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
12+ 0.05% |
$5.74K - $6.53K
|
21.8K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12New |
$5.74K - $6.53K
|
12
$6.27K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12+ 2.19% |
$5.74K - $6.53K
|
561
$293K
|