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 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.93% |
$4.78K - $5.44K
|
1.06K
$550K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.47% |
$4.78K - $5.44K
|
2.11K
$1.09M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 6.13% |
$4.78K - $5.44K
|
153
$79.2K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-10- 1.22% |
$4.78K - $5.44K
|
809
$419K
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-10- 0.33% |
$4.78K - $5.44K
|
3.02K
$1.57M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 14.08% |
$4.78K - $5.44K
|
61
$31.6K
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-10- 0.45% |
$4.78K - $5.44K
|
2.24K
$1.16M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$4.78K - $5.44K
|
6.94K
$3.59M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 7.58% |
$4.78K - $5.44K
|
122
$63.2K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 4.29% |
$4.78K - $5.44K
|
223
$115K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 0.07% |
$4.78K - $5.44K
|
14.1K
$7.3M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-10- 1.79% |
$4.78K - $5.44K
|
548
$284K
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 2.34% |
$4.78K - $5.44K
|
418
$216K
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-10- 1.58% |
$4.78K - $5.44K
|
623
$323K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 7.59% |
$5.26K - $5.98K
|
134
$69.4K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11- 0.49% |
$5.26K - $5.98K
|
2.25K
$1.17M
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.58% |
$5.74K - $6.53K
|
746
$386K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-12- 0.89% |
$5.74K - $6.53K
|
1.34K
$692K
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-12- 1.11% |
$5.74K - $6.53K
|
1.07K
$554K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12- 0.35% |
$5.74K - $6.53K
|
3.42K
$1.77M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-12- 2.29% |
$5.74K - $6.53K
|
513
$266K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13- 2.5% |
$6.22K - $7.07K
|
506
$262K
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-13- 0.95% |
$6.22K - $7.07K
|
1.36K
$702K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-13- 0.87% |
$6.22K - $7.07K
|
1.49K
$769K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13- 0.58% |
$6.22K - $7.07K
|
2.21K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14- 1.81% |
$6.7K - $7.61K
|
758
$392K
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-14- 0.37% |
$6.7K - $7.61K
|
3.81K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14- 2.99% |
$6.7K - $7.61K
|
455
$236K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14- 50.0% |
$6.7K - $7.61K
|
14
$7.25K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-15- 7.61% |
$7.17K - $8.16K
|
182
$94.2K
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-15- 1.46% |
$7.17K - $8.16K
|
1.01K
$525K
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-15- 3.53% |
$7.17K - $8.16K
|
410
$212K
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-15- 1.45% |
$7.17K - $8.16K
|
1.02K
$527K
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 2.09% |
$7.17K - $8.16K
|
704
$365K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 1.5% |
$7.17K - $8.16K
|
982
$508K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16- 0.14% |
$7.65K - $8.7K
|
11.8K
$6.11M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.32% |
$7.65K - $8.7K
|
4.95K
$2.56M
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 3.63% |
$7.65K - $8.7K
|
425
$220K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16- 8.42% |
$7.65K - $8.7K
|
174
$90.1K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-17- 1.55% |
$8.13K - $9.24K
|
1.08K
$558K
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-17- 0.12% |
$8.13K - $9.24K
|
13.9K
$7.19M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-17- 0.91% |
$8.13K - $9.24K
|
1.85K
$956K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-18- 2.97% |
$8.61K - $9.79K
|
589
$305K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18- 4.06% |
$8.61K - $9.79K
|
425
$220K
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-18- 2.58% |
$8.61K - $9.79K
|
681
$353K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 4.69% |
$9.09K - $10.3K
|
386
$200K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 95.0% |
$9.09K - $10.3K
|
1
$518
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-20- 0.35% |
$9.57K - $10.9K
|
5.74K
$2.97M
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.34% |
$9.57K - $10.9K
|
833
$431K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-20- 0.65% |
$9.57K - $10.9K
|
3.04K
$1.58M
|