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
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40New |
$16.4K - $18.2K
|
40
$20.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
40+ 1.2% |
$16.4K - $18.2K
|
3.38K
$1.73M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
40+ 0.16% |
$16.4K - $18.2K
|
25.1K
$12.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
39+ 6.69% |
$15.9K - $17.7K
|
622
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39New |
$15.9K - $17.7K
|
39
$19.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
38+ 1.17% |
$15.5K - $17.3K
|
3.3K
$1.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
38+ 0.7% |
$15.5K - $17.3K
|
5.43K
$2.78M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37+ 1.76% |
$15.1K - $16.8K
|
2.14K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
36+ 5.03% |
$14.7K - $16.3K
|
752
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
36+ 2.73% |
$14.7K - $16.3K
|
1.35K
$692K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.02% |
$14.3K - $15.9K
|
161K
$82.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
34+ 3.86% |
$13.9K - $15.4K
|
915
$468K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34+ 1.84% |
$13.9K - $15.4K
|
1.88K
$962K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
33+ 2.23% |
$13.5K - $15K
|
1.51K
$773K
|
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
32+ 0.13% |
$13.1K - $14.5K
|
24K
$12.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 4.31% |
$13.1K - $14.5K
|
775
$396K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
32+ 5.2% |
$13.1K - $14.5K
|
647
$331K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
32+ 0.6% |
$13.1K - $14.5K
|
5.35K
$2.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 6.0% |
$12.7K - $14.1K
|
548
$280K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
30+ 2.45% |
$12.3K - $13.6K
|
1.25K
$641K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 53.57% |
$12.3K - $13.6K
|
86
$44K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30New |
$12.3K - $13.6K
|
30
$15.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$12.3K - $13.6K
|
30
$15.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
29+ 96.67% |
$11.9K - $13.2K
|
59
$30.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 52.73% |
$11.9K - $13.2K
|
84
$43K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
28+ 0.15% |
$11.5K - $12.7K
|
18.8K
$9.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 65.85% |
$11K - $12.3K
|
68
$34.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
27+ 2.82% |
$11K - $12.3K
|
986
$504K
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
27+ 42.86% |
$11K - $12.3K
|
90
$46K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
27+ 42.86% |
$11K - $12.3K
|
90
$46K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26+ 136.84% |
$10.6K - $11.8K
|
45
$23K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 4.42% |
$10.6K - $11.8K
|
614
$314K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$10.6K - $11.8K
|
26
$13.3K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
26+ 3.21% |
$10.6K - $11.8K
|
836
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 2.68% |
$10.2K - $11.4K
|
957
$489K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25+ 1.85% |
$10.2K - $11.4K
|
1.38K
$703K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
24+ 0.59% |
$9.81K - $10.9K
|
4.07K
$2.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
24+ 0.63% |
$9.81K - $10.9K
|
3.82K
$1.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 18.9% |
$9.81K - $10.9K
|
151
$77.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
23+ 7.23% |
$9.41K - $10.4K
|
341
$174K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
23+ 0.8% |
$9.41K - $10.4K
|
2.91K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
22+ 0.2% |
$9K - $9.99K
|
11K
$5.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
21+ 2.05% |
$8.59K - $9.54K
|
1.05K
$535K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
21+ 2.15% |
$8.59K - $9.54K
|
996
$509K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
21+ 26.25% |
$8.59K - $9.54K
|
101
$51.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
20+ 2.09% |
$8.18K - $9.08K
|
975
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
20+ 0.12% |
$8.18K - $9.08K
|
16.5K
$8.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
19+ 0.22% |
$7.77K - $8.63K
|
8.54K
$4.37M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19New |
$7.77K - $8.63K
|
19
$9.72K
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
16+ 0.46% |
$6.54K - $7.26K
|
3.48K
$1.78M
|