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 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-63- 12.65% |
$30.1K - $34.3K
|
435
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-65- 0.9% |
$31.1K - $35.3K
|
7.17K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-69- 1.28% |
$33K - $37.5K
|
5.32K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-69- 0.61% |
$33K - $37.5K
|
11.2K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-69- 0.13% |
$33K - $37.5K
|
52.7K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-70- 4.17% |
$33.5K - $38.1K
|
1.61K
$830K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-71- 5.59% |
$34K - $38.6K
|
1.2K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-71- 10.38% |
$34K - $38.6K
|
613
$316K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-71- 13.5% |
$34K - $38.6K
|
455
$235K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-74- 1.17% |
$35.4K - $40.2K
|
6.24K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-74- 1.6% |
$35.4K - $40.2K
|
4.55K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-74- 5.99% |
$35.4K - $40.2K
|
1.16K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-74- 26.24% |
$35.4K - $40.2K
|
208
$107K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-75- 9.48% |
$35.9K - $40.8K
|
716
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 12.31% |
$37.8K - $43K
|
563
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-79- 3.49% |
$37.8K - $43K
|
2.19K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 3.19% |
$37.8K - $43K
|
2.4K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80- 12.27% |
$38.3K - $43.5K
|
572
$295K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-80- 10.42% |
$38.3K - $43.5K
|
688
$355K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-80- 1.91% |
$38.3K - $43.5K
|
4.1K
$2.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81- 10.36% |
$38.7K - $44K
|
701
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-81- 4.57% |
$38.7K - $44K
|
1.69K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-81- 0.16% |
$38.7K - $44K
|
51.9K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-82- 3.26% |
$39.2K - $44.6K
|
2.44K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-82- 42.49% |
$39.2K - $44.6K
|
111
$57.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 1.58% |
$40.7K - $46.2K
|
5.29K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-86- 5.34% |
$41.1K - $46.8K
|
1.52K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-86- 44.1% |
$41.1K - $46.8K
|
109
$56.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-87- 6.95% |
$41.6K - $47.3K
|
1.16K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-87- 25.66% |
$41.6K - $47.3K
|
252
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-89- 0.8% |
$42.6K - $48.4K
|
11.1K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-93- 0.89% |
$44.5K - $50.6K
|
10.4K
$5.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 9.33% |
$45K - $51.1K
|
913
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-94- 5.02% |
$45K - $51.1K
|
1.78K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-95- 5.38% |
$45.4K - $51.7K
|
1.67K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-96- 6.55% |
$45.9K - $52.2K
|
1.37K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-96- 0.72% |
$45.9K - $52.2K
|
13.2K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-97- 6.36% |
$46.4K - $52.7K
|
1.43K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-100- 8.24% |
$47.8K - $54.4K
|
1.11K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-100- 15.43% |
$47.8K - $54.4K
|
548
$283K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-100- 10.52% |
$47.8K - $54.4K
|
851
$439K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-100- 1.77% |
$47.8K - $54.4K
|
5.54K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-101- 8.74% |
$48.3K - $54.9K
|
1.06K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-102- 0.49% |
$48.8K - $55.5K
|
20.6K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-103- 13.62% |
$49.3K - $56K
|
653
$337K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-107- 0.43% |
$51.2K - $58.2K
|
24.5K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-107- 1.59% |
$51.2K - $58.2K
|
6.61K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-112- 6.99% |
$53.6K - $60.9K
|
1.49K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-114- 19.03% |
$54.5K - $62K
|
485
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-115- 64.61% |
$55K - $62.5K
|
63
$32.5K
|