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 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11+ 183.33% |
$5.26K - $5.98K
|
17
$8.88K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.61% |
$5.26K - $5.98K
|
1.81K
$945K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
11+ 0.28% |
$5.26K - $5.98K
|
3.99K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 4.25% |
$5.26K - $5.98K
|
270
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 22.73% |
$4.78K - $5.44K
|
54
$28.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$4.78K - $5.44K
|
3.38K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10+ 1.74% |
$4.78K - $5.44K
|
584
$305K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.79% |
$4.78K - $5.44K
|
1.27K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10+ 1.98% |
$4.78K - $5.44K
|
516
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9+ 0.72% |
$4.3K - $4.89K
|
1.27K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.51% |
$4.3K - $4.89K
|
1.79K
$935K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9+ 1.46% |
$4.3K - $4.89K
|
625
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.38% |
$4.3K - $4.89K
|
2.36K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 1.17% |
$4.3K - $4.89K
|
775
$405K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
9+ 1.07% |
$4.3K - $4.89K
|
851
$444K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 300.0% |
$4.3K - $4.89K
|
12
$6.27K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 1.83% |
$4.3K - $4.89K
|
501
$262K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
9+ 0.15% |
$4.3K - $4.89K
|
6.16K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.22% |
$3.83K - $4.35K
|
3.7K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.46% |
$3.83K - $4.35K
|
1.76K
$917K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 80.0% |
$3.83K - $4.35K
|
18
$9.4K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8+ 0.93% |
$3.83K - $4.35K
|
865
$452K
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$3.83K - $4.35K
|
6.84K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.44% |
$3.83K - $4.35K
|
188
$98.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.67% |
$3.35K - $3.81K
|
1.06K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.54% |
$3.35K - $3.81K
|
1.3K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.69% |
$3.35K - $3.81K
|
421
$220K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
7+ 0.04% |
$3.35K - $3.81K
|
19.8K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.42% |
$2.87K - $3.26K
|
1.45K
$756K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 17.14% |
$2.87K - $3.26K
|
41
$21.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.71% |
$2.87K - $3.26K
|
855
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6+ 2.59% |
$2.87K - $3.26K
|
238
$124K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.59% |
$2.87K - $3.26K
|
1.02K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.87K - $3.26K
|
6
$3.13K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.66% |
$2.87K - $3.26K
|
911
$476K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.26% |
$2.87K - $3.26K
|
2.28K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.61K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.31% |
$2.39K - $2.72K
|
1.6K
$835K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$2.39K - $2.72K
|
5
$2.61K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5+ 1.05% |
$2.39K - $2.72K
|
480
$251K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.81% |
$2.39K - $2.72K
|
626
$327K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 21.74% |
$2.39K - $2.72K
|
28
$14.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4+ 0.04% |
$1.91K - $2.18K
|
11.4K
$5.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 36.36% |
$1.91K - $2.18K
|
15
$7.83K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.91K - $2.18K
|
959
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.27% |
$1.91K - $2.18K
|
1.5K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$1.91K - $2.18K
|
4
$2.09K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.37% |
$1.91K - $2.18K
|
1.07K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.48% |
$1.91K - $2.18K
|
835
$436K
|