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
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-100- 1.77% |
$47.8K - $54.4K
|
5.54K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-101- 8.74% |
$48.3K - $54.9K
|
1.06K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-102- 0.49% |
$48.8K - $55.5K
|
20.6K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-103- 13.62% |
$49.3K - $56K
|
653
$343K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-107- 0.43% |
$51.2K - $58.2K
|
24.5K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-107- 1.59% |
$51.2K - $58.2K
|
6.61K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-112- 6.99% |
$53.6K - $60.9K
|
1.49K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-114- 19.03% |
$54.5K - $62K
|
485
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-115- 64.61% |
$55K - $62.5K
|
63
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-115- 1.61% |
$55K - $62.5K
|
7.03K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-115- 5.48% |
$55K - $62.5K
|
1.98K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-117- 3.15% |
$56K - $63.6K
|
3.6K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-119- 2.95% |
$56.9K - $64.7K
|
3.91K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-119- 1.04% |
$56.9K - $64.7K
|
11.3K
$5.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-120- 7.57% |
$57.4K - $65.3K
|
1.47K
$770K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-123- 3.41% |
$58.8K - $66.9K
|
3.49K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-124- 67.39% |
$59.3K - $67.4K
|
60
$31.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-127- 19.66% |
$60.7K - $69.1K
|
519
$273K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-129- 9.25% |
$61.7K - $70.1K
|
1.27K
$665K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-130- 38.69% |
$62.2K - $70.7K
|
206
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-131- 13.98% |
$62.7K - $71.2K
|
806
$423K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-131- 4.97% |
$62.7K - $71.2K
|
2.5K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-132- 29.73% |
$63.1K - $71.8K
|
312
$164K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-133- 1.97% |
$63.6K - $72.3K
|
6.6K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-135- 18.62% |
$64.6K - $73.4K
|
590
$310K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-135- 0.47% |
$64.6K - $73.4K
|
28.4K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-135- 1.92% |
$64.6K - $73.4K
|
6.9K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-135- 4.0% |
$64.6K - $73.4K
|
3.24K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-142- 15.94% |
$67.9K - $77.2K
|
749
$393K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-143- 10.44% |
$68.4K - $77.8K
|
1.23K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-147- 3.55% |
$70.3K - $79.9K
|
3.99K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-147- 0.8% |
$70.3K - $79.9K
|
18.2K
$9.58M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-148- 13.01% |
$70.8K - $80.5K
|
990
$520K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-151- 16.69% |
$72.2K - $82.1K
|
754
$396K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-151- 0.66% |
$72.2K - $82.1K
|
22.6K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-152- 0.69% |
$72.7K - $82.7K
|
22K
$11.5M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-153- 0.36% |
$73.2K - $83.2K
|
42.1K
$22.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-155- 6.68% |
$74.1K - $84.3K
|
2.17K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-156- 2.41% |
$74.6K - $84.8K
|
6.33K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-157- 4.1% |
$75.1K - $85.4K
|
3.67K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-158- 10.68% |
$75.6K - $85.9K
|
1.32K
$694K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-161- 6.99% |
$77K - $87.5K
|
2.14K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-162- 8.65% |
$77.5K - $88.1K
|
1.71K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-166- 1.31% |
$79.4K - $90.3K
|
12.5K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-169- 12.52% |
$80.8K - $91.9K
|
1.18K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-169- 14.67% |
$80.8K - $91.9K
|
983
$516K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-169- 5.65% |
$80.8K - $91.9K
|
2.82K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-171- 0.76% |
$81.8K - $93K
|
22.4K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 23.72% |
$82.3K - $93.5K
|
553
$291K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-172- 4.48% |
$82.3K - $93.5K
|
3.67K
$1.93M
|