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 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-20- 0.65% |
$9.57K - $10.9K
|
3.04K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-20- 2.97% |
$9.57K - $10.9K
|
654
$347K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 1.74% |
$9.57K - $10.9K
|
1.13K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-20- 0.37% |
$9.57K - $10.9K
|
5.37K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.88% |
$10K - $11.4K
|
2.36K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-21- 5.05% |
$10K - $11.4K
|
395
$210K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-21- 4.84% |
$10K - $11.4K
|
413
$219K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-22- 0.04% |
$10.5K - $12K
|
57.3K
$30.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-22- 3.83% |
$10.5K - $12K
|
552
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23- 2.36% |
$11K - $12.5K
|
952
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23- 4.48% |
$11K - $12.5K
|
490
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-24- 3.42% |
$11.5K - $13.1K
|
678
$360K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-24- 2.48% |
$11.5K - $13.1K
|
945
$502K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-24- 3.1% |
$11.5K - $13.1K
|
749
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $13.6K
|
8.25K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-25- 4.08% |
$12K - $13.6K
|
588
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-25- 27.78% |
$12K - $13.6K
|
65
$34.5K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$12K - $13.6K
|
3.06K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.18% |
$12K - $13.6K
|
13.9K
$7.4M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-26- 1.8% |
$12.4K - $14.1K
|
1.42K
$755K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-26- 0.63% |
$12.4K - $14.1K
|
4.08K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 0.32% |
$12.4K - $14.1K
|
8.09K
$4.29M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-26- 1.26% |
$12.4K - $14.1K
|
2.04K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-27- 2.6% |
$12.9K - $14.7K
|
1.01K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$12.9K - $14.7K
|
6.42K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-28- 3.07% |
$13.4K - $15.2K
|
883
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 1.78% |
$13.4K - $15.2K
|
1.55K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-28- 3.35% |
$13.4K - $15.2K
|
807
$428K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-28- 0.92% |
$13.4K - $15.2K
|
3.03K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29- 0.61% |
$13.9K - $15.8K
|
4.73K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-29- 1.8% |
$13.9K - $15.8K
|
1.58K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-30- 0.58% |
$14.3K - $16.3K
|
5.14K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 1.99% |
$14.3K - $16.3K
|
1.48K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-30- 1.53% |
$14.3K - $16.3K
|
1.94K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30- 3.35% |
$14.3K - $16.3K
|
866
$460K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-30- 3.24% |
$14.3K - $16.3K
|
896
$476K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-31- 0.14% |
$14.8K - $16.9K
|
22.2K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-31- 3.21% |
$14.8K - $16.9K
|
934
$496K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-31- 73.81% |
$14.8K - $16.9K
|
11
$5.84K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32- 5.3% |
$15.3K - $17.4K
|
572
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 20.13% |
$15.3K - $17.4K
|
127
$67.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 4.93% |
$15.3K - $17.4K
|
617
$328K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32- 2.07% |
$15.3K - $17.4K
|
1.52K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-32- 0.4% |
$15.3K - $17.4K
|
7.98K
$4.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-33- 1.88% |
$15.8K - $17.9K
|
1.72K
$914K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-34- 0.71% |
$16.3K - $18.5K
|
4.78K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.47% |
$16.3K - $18.5K
|
2.27K
$1.21M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-35- 5.72% |
$16.7K - $19K
|
577
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-35- 0.79% |
$16.7K - $19K
|
4.39K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-35- 4.68% |
$16.7K - $19K
|
713
$378K
|