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 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4+ 200.0% |
$1.91K - $2.18K
|
6
$3.13K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.91K - $2.18K
|
2.17K
$1.13M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4+ 1.76% |
$1.91K - $2.18K
|
231
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.36% |
$1.43K - $1.63K
|
843
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.43K - $1.63K
|
5.36K
$2.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.58% |
$1.43K - $1.63K
|
520
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$1.43K - $1.63K
|
9
$4.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3New |
$1.43K - $1.63K
|
3
$1.57K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
3+ 0.41% |
$1.43K - $1.63K
|
739
$386K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.05% |
$1.43K - $1.63K
|
6.01K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3+ 0.3% |
$1.43K - $1.63K
|
990
$517K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3+ 0.3% |
$1.43K - $1.63K
|
1.01K
$527K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.64% |
$1.43K - $1.63K
|
475
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 25.0% |
$957 - $1.09K
|
10
$5.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$1.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.03% |
$957 - $1.09K
|
7.91K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.05% |
$957 - $1.09K
|
3.85K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$1.04K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2+ 1.16% |
$957 - $1.09K
|
174
$90.8K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2+ 0.01% |
$957 - $1.09K
|
14K
$7.3M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.3% |
$957 - $1.09K
|
672
$351K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$957 - $1.09K
|
485
$253K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2+ 18.18% |
$957 - $1.09K
|
13
$6.79K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$957 - $1.09K
|
2
$1.04K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.78% |
$478 - $544
|
130
$67.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$478 - $544
|
1.09K
$569K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1+ 0.04% |
$478 - $544
|
2.33K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.2% |
$478 - $544
|
507
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.52% |
$478 - $544
|
192
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.59% |
$478 - $544
|
64
$33.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.11% |
$478 - $544
|
944
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$478 - $544
|
63.8K
$33.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$478 - $544
|
996
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1+ 0.12% |
$478 - $544
|
814
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.19% |
$478 - $544
|
531
$277K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1+ 0.05% |
$478 - $544
|
2.17K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$478 - $544
|
1
$522
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1+ 0.1% |
$478 - $544
|
966
$504K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$478 - $544
|
590
$308K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$478 - $544
|
1.53K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.16% |
$478 - $544
|
639
$334K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$478 - $544
|
1
$522
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$478 - $544
|
1
$522
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-1- 0.19% |
$478 - $544
|
527
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.04% |
$478 - $544
|
2.44K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 1.35% |
$478 - $544
|
73
$38.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$478 - $544
|
17
$8.88K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1- 0.06% |
$478 - $544
|
1.78K
$930K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.19% |
$478 - $544
|
525
$274K
|