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 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2- 6.25% |
$957 - $1.09K
|
30
$15.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2- 0.3% |
$957 - $1.09K
|
672
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2- 0.02% |
$957 - $1.09K
|
11.2K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2- 0.14% |
$957 - $1.09K
|
1.46K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2- 0.18% |
$957 - $1.09K
|
1.1K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2- 0.12% |
$957 - $1.09K
|
1.7K
$878K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-3- 0.6% |
$1.43K - $1.63K
|
500
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.38% |
$1.43K - $1.63K
|
787
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 42.86% |
$1.43K - $1.63K
|
4
$2.07K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.61% |
$1.43K - $1.63K
|
487
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3- 0.63% |
$1.43K - $1.63K
|
474
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.06% |
$1.43K - $1.63K
|
4.78K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3- 0.43% |
$1.43K - $1.63K
|
691
$358K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-3- 14.29% |
$1.43K - $1.63K
|
18
$9.32K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-3- 0.01% |
$1.43K - $1.63K
|
45.6K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 5.33% |
$1.91K - $2.18K
|
71
$36.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 3.74% |
$1.91K - $2.18K
|
103
$53.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 6.35% |
$1.91K - $2.18K
|
59
$30.6K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4- 0.91% |
$1.91K - $2.18K
|
434
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-4- 0.84% |
$1.91K - $2.18K
|
472
$244K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$1.91K - $2.18K
|
67.8K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-4- 0.23% |
$1.91K - $2.18K
|
1.77K
$914K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.05% |
$2.39K - $2.72K
|
10K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-5- 5.0% |
$2.39K - $2.72K
|
95
$49.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.87% |
$2.39K - $2.72K
|
571
$296K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.9% |
$2.39K - $2.72K
|
549
$284K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 7.94% |
$2.39K - $2.72K
|
58
$30K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-5- 1.14% |
$2.39K - $2.72K
|
434
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 5.41% |
$2.87K - $3.26K
|
105
$54.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 6.98% |
$2.87K - $3.26K
|
80
$41.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 23.08% |
$2.87K - $3.26K
|
20
$10.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 2.11% |
$2.87K - $3.26K
|
279
$144K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.2% |
$2.87K - $3.26K
|
2.98K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 37.5% |
$2.87K - $3.26K
|
10
$5.18K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7- 0.41% |
$3.35K - $3.81K
|
1.7K
$881K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7- 0.22% |
$3.35K - $3.81K
|
3.15K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-7- 8.64% |
$3.35K - $3.81K
|
74
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.48% |
$3.35K - $3.81K
|
1.47K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-7- 5.98% |
$3.35K - $3.81K
|
110
$57K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 4.49% |
$3.83K - $4.35K
|
170
$88K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 1.75% |
$3.83K - $4.35K
|
449
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-8- 0.95% |
$3.83K - $4.35K
|
834
$432K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 1.07% |
$3.83K - $4.35K
|
741
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 0.87% |
$4.3K - $4.89K
|
1.03K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 3.42% |
$4.3K - $4.89K
|
254
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9- 0.5% |
$4.3K - $4.89K
|
1.8K
$933K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.12% |
$4.3K - $4.89K
|
7.63K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-9- 1.37% |
$4.3K - $4.89K
|
650
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-9- 1.56% |
$4.3K - $4.89K
|
567
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.15% |
$4.78K - $5.44K
|
455
$236K
|