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 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-493- 4.03% |
$236K - $268K
|
11.7K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-509- 1.79% |
$243K - $277K
|
27.9K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-512- 0.81% |
$245K - $278K
|
62.5K
$32.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-522- 40.97% |
$250K - $284K
|
752
$395K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-528- 22.56% |
$253K - $287K
|
1.81K
$952K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-534- 84.63% |
$255K - $290K
|
97
$51K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-535- 30.85% |
$256K - $291K
|
1.2K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-537- 0.34% |
$257K - $292K
|
156K
$82.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-551- 0.68% |
$264K - $300K
|
80.1K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-560- 7.37% |
$268K - $305K
|
7.04K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-568- 6.64% |
$272K - $309K
|
7.98K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-568- 1.21% |
$272K - $309K
|
46.5K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-570- 28.93% |
$273K - $310K
|
1.4K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-571- 4.96% |
$273K - $310K
|
10.9K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-580- 24.64% |
$277K - $315K
|
1.77K
$932K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-582- 29.42% |
$278K - $316K
|
1.4K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-584- 2.12% |
$279K - $318K
|
27K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-590- 35.69% |
$282K - $321K
|
1.06K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-592- 3.39% |
$283K - $322K
|
16.9K
$8.86M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-609- 3.44% |
$291K - $331K
|
17.1K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-611- 9.61% |
$292K - $332K
|
5.74K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-613- 0.3% |
$293K - $333K
|
206K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-618Closed |
$296K - $336K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-630- 2.86% |
$301K - $343K
|
21.4K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-639- 1.43% |
$306K - $347K
|
43.9K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-650- 4.66% |
$311K - $353K
|
13.3K
$6.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-651- 11.64% |
$311K - $354K
|
4.94K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-651- 20.07% |
$311K - $354K
|
2.59K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-656- 59.53% |
$314K - $357K
|
446
$234K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-680- 2.24% |
$325K - $370K
|
29.7K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-685- 4.63% |
$328K - $372K
|
14.1K
$7.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-690- 25.73% |
$330K - $375K
|
1.99K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-692- 2.49% |
$331K - $376K
|
27.1K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-696- 2.58% |
$333K - $378K
|
26.3K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.81% |
$335K - $381K
|
85.5K
$44.9M
|
|
|
May 08, 2025
Q1 2025
|
Lynwood Price Capital Management LP
Austin, TX |
SELL
|
- |
-700- 5.69% |
$335K - $381K
|
11.6K
$6.09M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-700- 7.82% |
$335K - $381K
|
8.25K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-720- 7.36% |
$344K - $392K
|
9.06K
$4.76M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-730- 0.66% |
$349K - $397K
|
111K
$58.1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-730- 1.88% |
$349K - $397K
|
38K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-732- 28.92% |
$350K - $398K
|
1.8K
$945K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-745- 2.67% |
$356K - $405K
|
27.1K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-747- 44.73% |
$357K - $406K
|
923
$485K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-758- 8.45% |
$363K - $412K
|
8.21K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-760- 57.27% |
$363K - $413K
|
567
$298K
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-760- 39.18% |
$363K - $413K
|
1.18K
$620K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-771- 0.01% |
$369K - $419K
|
14.3M
$7.49B
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-772- 20.88% |
$369K - $420K
|
2.93K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-789- 46.63% |
$377K - $429K
|
903
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-801- 29.96% |
$383K - $436K
|
1.87K
$984K
|