Purchases and Sales Made in Q3 2025 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 7.14% |
$1.94K - $2.26K
|
60
$28.3K
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.82% |
$1.94K - $2.26K
|
490
$231K
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 2.05% |
$1.94K - $2.26K
|
199
$93.9K
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3+ 0.37% |
$1.45K - $1.69K
|
816
$385K
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.6% |
$1.45K - $1.69K
|
505
$238K
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 30.0% |
$1.45K - $1.69K
|
13
$6.14K
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$970 - $1.13K
|
6.94K
$3.28M
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.35% |
$970 - $1.13K
|
580
$274K
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
2+ 0.18% |
$970 - $1.13K
|
1.11K
$522K
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.27% |
$485 - $564
|
80
$37.8K
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$485 - $564
|
1
$472
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.15% |
$485 - $564
|
651
$307K
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.1% |
$485 - $564
|
1.03K
$484K
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3- 0.39% |
$1.45K - $1.69K
|
762
$360K
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4- 0.04% |
$1.94K - $2.26K
|
11.4K
$5.38M
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5- 7.58% |
$2.42K - $2.82K
|
61
$28.8K
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5- 45.45% |
$2.42K - $2.82K
|
6
$2.83K
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6- 1.25% |
$2.91K - $3.38K
|
474
$224K
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-6- 0.5% |
$2.91K - $3.38K
|
1.2K
$566K
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8- 0.74% |
$3.88K - $4.51K
|
1.08K
$508K
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9- 0.5% |
$4.36K - $5.08K
|
1.8K
$851K
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 2.86% |
$4.85K - $5.64K
|
340
$160K
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-10- 1.93% |
$4.85K - $5.64K
|
507
$239K
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-12- 0.77% |
$5.82K - $6.77K
|
1.56K
$734K
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.02% |
$6.3K - $7.33K
|
632
$298K
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-14- 2.47% |
$6.79K - $7.9K
|
552
$261K
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-14- 2.61% |
$6.79K - $7.9K
|
522
$246K
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-15- 0.52% |
$7.27K - $8.46K
|
2.88K
$1.36M
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15- 3.04% |
$7.27K - $8.46K
|
478
$226K
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-17- 1.48% |
$8.24K - $9.59K
|
1.14K
$536K
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-17- 2.11% |
$8.24K - $9.59K
|
790
$373K
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-18- 0.67% |
$8.73K - $10.2K
|
2.67K
$1.26M
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 1.35% |
$9.21K - $10.7K
|
1.39K
$657K
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-19- 2.94% |
$9.21K - $10.7K
|
628
$296K
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-19- 3.57% |
$9.21K - $10.7K
|
513
$242K
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-20- 1.35% |
$9.7K - $11.3K
|
1.47K
$692K
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-21- 3.52% |
$10.2K - $11.8K
|
575
$271K
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-24- 3.4% |
$11.6K - $13.5K
|
681
$321K
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-25- 0.99% |
$12.1K - $14.1K
|
2.5K
$1.18M
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-26- 5.69% |
$12.6K - $14.7K
|
431
$203K
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-35- 2.96% |
$17K - $19.7K
|
1.15K
$541K
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-45- 5.81% |
$21.8K - $25.4K
|
729
$344K
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-49- 2.76% |
$23.8K - $27.6K
|
1.73K
$814K
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 1.65% |
$24.2K - $28.2K
|
2.98K
$1.41M
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-51- 1.07% |
$24.7K - $28.8K
|
4.72K
$2.23M
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-52- 2.65% |
$25.2K - $29.3K
|
1.91K
$903K
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-53- 37.32% |
$25.7K - $29.9K
|
89
$42K
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-54- 1.59% |
$26.2K - $30.5K
|
3.34K
$1.58M
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-55- 5.66% |
$26.7K - $31K
|
916
$432K
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-56- 0.78% |
$27.2K - $31.6K
|
7.17K
$3.38M
|