Purchases and Sales Made in Q2 2025 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
58+ 12.64% |
$25.4K - $30.6K
|
517
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 9.39% |
$22.8K - $27.4K
|
606
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
52+ 1.17% |
$22.8K - $27.4K
|
4.5K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 5.74% |
$21.9K - $26.4K
|
921
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
47+ 1.76% |
$20.6K - $24.8K
|
2.72K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
44+ 2.06% |
$19.3K - $23.2K
|
2.18K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 3.47% |
$19.3K - $23.2K
|
1.31K
$689K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42+ 4.54% |
$18.4K - $22.1K
|
967
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42+ 1.22% |
$18.4K - $22.1K
|
3.47K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 2.83% |
$18.4K - $22.1K
|
1.53K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
37+ 6.5% |
$16.2K - $19.5K
|
606
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 3.51% |
$15.3K - $18.5K
|
1.03K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 27.87% |
$14.9K - $17.9K
|
156
$82K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
34+ 1700.0% |
$14.9K - $17.9K
|
36
$18.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 5.28% |
$12.7K - $15.3K
|
578
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 6.59% |
$12.3K - $14.8K
|
453
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
27+ 4.99% |
$11.8K - $14.2K
|
568
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.02% |
$11.8K - $14.2K
|
119K
$62.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 36.92% |
$10.5K - $12.7K
|
89
$46.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
24+ 5.83% |
$10.5K - $12.7K
|
436
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 0.36% |
$9.64K - $11.6K
|
6.16K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
21New |
$9.2K - $11.1K
|
21
$11K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20+ 0.9% |
$8.77K - $10.5K
|
2.24K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
19+ 2.07% |
$8.33K - $10K
|
937
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
16+ 2.96% |
$7.01K - $8.44K
|
556
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16+ 8.25% |
$7.01K - $8.44K
|
210
$110K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 24.07% |
$5.7K - $6.85K
|
67
$35.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
13+ 2.51% |
$5.7K - $6.85K
|
530
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$5.26K - $6.33K
|
12
$6.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
12+ 1.84% |
$5.26K - $6.33K
|
665
$349K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8+ 0.46% |
$3.51K - $4.22K
|
1.73K
$909K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 3.72% |
$3.07K - $3.69K
|
195
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 9.72% |
$3.07K - $3.69K
|
79
$41.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 1.12% |
$3.07K - $3.69K
|
630
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 24.0% |
$2.63K - $3.16K
|
31
$16.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
6+ 1.39% |
$2.63K - $3.16K
|
438
$230K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 1.23% |
$2.63K - $3.16K
|
492
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.63K - $3.16K
|
1.9K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.2% |
$2.19K - $2.64K
|
2.47K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 0.51% |
$1.31K - $1.58K
|
596
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.58% |
$1.31K - $1.58K
|
523
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.39% |
$1.31K - $1.58K
|
777
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$438 - $527
|
11
$5.78K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-1- 0.04% |
$438 - $527
|
2.32K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.39% |
$438 - $527
|
253
$133K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1- 0.2% |
$438 - $527
|
499
$262K
|