Purchases and Sales Made in Q3 2021 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
89+ 4.08% |
$36.4K - $40.4K
|
2.27K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
87+ 0.68% |
$35.6K - $39.5K
|
12.9K
$6.59M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
86+ 11.36% |
$35.2K - $39K
|
843
$431K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
85New |
$34.8K - $38.6K
|
85
$43.5K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
83+ 1.13% |
$33.9K - $37.7K
|
7.45K
$3.81M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
80+ 1.34% |
$32.7K - $36.3K
|
6.05K
$3.09M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80+ 121.21% |
$32.7K - $36.3K
|
146
$74.7K
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
80+ 195.12% |
$32.7K - $36.3K
|
121
$61.9K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
79New |
$32.3K - $35.9K
|
79
$40.4K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 6.38% |
$31.9K - $35.4K
|
1.3K
$665K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 6.38% |
$31.9K - $35.4K
|
1.3K
$665K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
78+ 3.08% |
$31.9K - $35.4K
|
2.61K
$1.33M
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
75+ 0.47% |
$30.7K - $34.1K
|
16K
$8.19M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
74+ 7.96% |
$30.3K - $33.6K
|
1K
$513K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
74+ 3.21% |
$30.3K - $33.6K
|
2.38K
$1.22M
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
73+ 4.21% |
$29.9K - $33.1K
|
1.81K
$924K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 72.28% |
$29.9K - $33.1K
|
174
$89K
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 8.87% |
$29.4K - $32.7K
|
884
$452K
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
71+ 5.2% |
$29K - $32.2K
|
1.44K
$735K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
70+ 1.58% |
$28.6K - $31.8K
|
4.5K
$2.3M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 0.98% |
$28.2K - $31.3K
|
7.12K
$3.64M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 10.03% |
$27.8K - $30.9K
|
746
$381K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
67+ 12.57% |
$27.4K - $30.4K
|
600
$307K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67+ 0.58% |
$27.4K - $30.4K
|
11.6K
$5.93M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
67+ 8.69% |
$27.4K - $30.4K
|
838
$429K
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
67+ 0.15% |
$27.4K - $30.4K
|
45.6K
$23.3M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
67+ 3.13% |
$27.4K - $30.4K
|
2.21K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
64+ 6.89% |
$26.2K - $29.1K
|
993
$508K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
63+ 1.27% |
$25.8K - $28.6K
|
5.01K
$2.56M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 0.27% |
$24.5K - $27.2K
|
22.4K
$11.5M
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
59+ 0.2% |
$24.1K - $26.8K
|
29.5K
$15.1M
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
59+ 1.0% |
$24.1K - $26.8K
|
5.93K
$3.03M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
58+ 4.11% |
$23.7K - $26.3K
|
1.47K
$751K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58+ 4.86% |
$23.7K - $26.3K
|
1.25K
$640K
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
55+ 1.28% |
$22.5K - $25K
|
4.36K
$2.23M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
55+ 6.96% |
$22.5K - $25K
|
845
$432K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
55+ 45.08% |
$22.5K - $25K
|
177
$90.5K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
50+ 0.13% |
$20.4K - $22.7K
|
38.9K
$19.9M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.88% |
$20.4K - $22.7K
|
5.72K
$2.93M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
49+ 4.19% |
$20K - $22.2K
|
1.22K
$623K
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 9.38% |
$19.2K - $21.3K
|
548
$280K
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
47+ 0.23% |
$19.2K - $21.3K
|
20.3K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46+ 2.68% |
$18.8K - $20.9K
|
1.77K
$903K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45+ 3.78% |
$18.4K - $20.4K
|
1.24K
$632K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 4.06% |
$18K - $20K
|
1.13K
$576K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 7.49% |
$17.6K - $19.5K
|
617
$316K
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
42+ 18.1% |
$17.2K - $19.1K
|
274
$140K
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
42+ 1.82% |
$17.2K - $19.1K
|
2.35K
$1.2M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
42+ 3.57% |
$17.2K - $19.1K
|
1.22K
$622K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
41+ 9.45% |
$16.8K - $18.6K
|
475
$243K
|