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 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 0.52% |
$16.7K - $19K
|
6.67K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 4.36% |
$16.7K - $19K
|
768
$403K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-35- 6.94% |
$16.7K - $19K
|
469
$246K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-36- 3.68% |
$17.2K - $19.6K
|
943
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37- 6.78% |
$17.7K - $20.1K
|
509
$267K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-38- 1.44% |
$18.2K - $20.7K
|
2.6K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-38- 4.34% |
$18.2K - $20.7K
|
838
$440K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-38- 41.3% |
$18.2K - $20.7K
|
54
$28.4K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-39- 5.67% |
$18.7K - $21.2K
|
649
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 8.05% |
$19.1K - $21.8K
|
457
$240K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-40- 1.28% |
$19.1K - $21.8K
|
3.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-40- 6.13% |
$19.1K - $21.8K
|
613
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-41- 1.16% |
$19.6K - $22.3K
|
3.49K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-41- 5.42% |
$19.6K - $22.3K
|
716
$376K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-41- 7.52% |
$19.6K - $22.3K
|
504
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-42- 7.43% |
$20.1K - $22.8K
|
523
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-42- 1.63% |
$20.1K - $22.8K
|
2.53K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 1.28% |
$20.1K - $22.8K
|
3.23K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-43- 5.13% |
$20.6K - $23.4K
|
795
$418K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-43- 9.07% |
$20.6K - $23.4K
|
431
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-44- 5.01% |
$21K - $23.9K
|
834
$438K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-45- 0.01% |
$21.5K - $24.5K
|
360K
$189M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-45- 2.45% |
$21.5K - $24.5K
|
1.79K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45- 1.63% |
$21.5K - $24.5K
|
2.72K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-45- 7.09% |
$21.5K - $24.5K
|
590
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-46- 2.88% |
$22K - $25K
|
1.55K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-46- 4.83% |
$22K - $25K
|
906
$476K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-47- 10.61% |
$22.5K - $25.6K
|
396
$208K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-47- 2.73% |
$22.5K - $25.6K
|
1.67K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-48- 5.1% |
$23K - $26.1K
|
893
$469K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 1.45% |
$23K - $26.1K
|
3.27K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-49- 6.52% |
$23.4K - $26.6K
|
702
$369K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-49- 3.96% |
$23.4K - $26.6K
|
1.19K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 3.4% |
$23.9K - $27.2K
|
1.42K
$747K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-50- 7.8% |
$23.9K - $27.2K
|
591
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-50- 7.67% |
$23.9K - $27.2K
|
602
$316K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-50- 1.64% |
$23.9K - $27.2K
|
3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-50- 16.72% |
$23.9K - $27.2K
|
249
$131K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-50- 1.17% |
$23.9K - $27.2K
|
4.22K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-51- 1.74% |
$24.4K - $27.7K
|
2.88K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-52- 8.62% |
$24.9K - $28.3K
|
551
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-53- 2.14% |
$25.3K - $28.8K
|
2.42K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-53- 5.36% |
$25.3K - $28.8K
|
936
$492K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-53- 9.11% |
$25.3K - $28.8K
|
529
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-54- 1.07% |
$25.8K - $29.4K
|
4.98K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-54- 8.48% |
$25.8K - $29.4K
|
583
$306K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-54- 41.86% |
$25.8K - $29.4K
|
75
$39.4K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-56- 10.83% |
$26.8K - $30.5K
|
461
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-57- 0.78% |
$27.3K - $31K
|
7.26K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-57- 7.38% |
$27.3K - $31K
|
715
$376K
|