Purchases and Sales Made in Q3 2022 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 2022. 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 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
19+ 1.3% |
$5.8K - $7.47K
|
1.49K
$764K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
19+ 0.38% |
$5.8K - $7.47K
|
5.01K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 111.76% |
$5.8K - $7.47K
|
36
$18.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
19+ 0.43% |
$5.8K - $7.47K
|
4.4K
$2.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
18+ 1.56% |
$5.5K - $7.08K
|
1.17K
$603K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18+ 0.07% |
$5.5K - $7.08K
|
27.1K
$13.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
17+ 1.24% |
$5.19K - $6.68K
|
1.39K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
17+ 1.01% |
$5.19K - $6.68K
|
1.7K
$875K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
16+ 2.16% |
$4.89K - $6.29K
|
758
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 35.56% |
$4.89K - $6.29K
|
61
$31.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
16+ 1.29% |
$4.89K - $6.29K
|
1.25K
$645K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
16+ 44.44% |
$4.89K - $6.29K
|
52
$26.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$4.58K - $5.9K
|
12.6K
$6.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 13.51% |
$4.58K - $5.9K
|
126
$64.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
15+ 4.21% |
$4.58K - $5.9K
|
371
$191K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
15+ 0.37% |
$4.58K - $5.9K
|
4.1K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
15+ 17.65% |
$4.58K - $5.9K
|
100
$51.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15+ 1.56% |
$4.58K - $5.9K
|
978
$503K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15+ 0.75% |
$4.58K - $5.9K
|
2.03K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
14+ 1.25% |
$4.27K - $5.5K
|
1.13K
$582K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13+ 43.33% |
$3.97K - $5.11K
|
43
$22.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
10New |
$3.05K - $3.93K
|
10
$5.14K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$3.05K - $3.93K
|
10
$5.14K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
10+ 0.95% |
$3.05K - $3.93K
|
1.06K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
10+ 0.01% |
$3.05K - $3.93K
|
165K
$85.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10+ 0.05% |
$3.05K - $3.93K
|
22.1K
$11.4M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
10+ 0.01% |
$3.05K - $3.93K
|
165K
$85.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9+ 0.28% |
$2.75K - $3.54K
|
3.17K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.02% |
$2.75K - $3.54K
|
59.1K
$30.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 1.22% |
$2.44K - $3.15K
|
666
$343K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
8+ 50.0% |
$2.44K - $3.15K
|
24
$12.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8New |
$2.44K - $3.15K
|
8
$4.12K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 8.33% |
$2.44K - $3.15K
|
104
$53.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
7+ 77.78% |
$2.14K - $2.75K
|
16
$8.23K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7+ 0.73% |
$2.14K - $2.75K
|
963
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7New |
$2.14K - $2.75K
|
7
$3.6K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.23% |
$2.14K - $2.75K
|
3.08K
$1.58M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 13.95% |
$1.83K - $2.36K
|
49
$25.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 1.47% |
$1.83K - $2.36K
|
414
$213K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.64% |
$1.83K - $2.36K
|
371
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.65% |
$1.83K - $2.36K
|
927
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.26% |
$1.83K - $2.36K
|
2.35K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
5+ 0.13% |
$1.53K - $1.97K
|
3.88K
$1.99M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.33% |
$1.53K - $1.97K
|
381
$196K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.22K - $1.57K
|
2.02K
$1.04M
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
4+ 4.65% |
$1.22K - $1.57K
|
90
$46.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
4+ 1.39% |
$1.22K - $1.57K
|
291
$150K
|
|
|
Oct 27, 2022
Q3 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
4+ 0.19% |
$1.22K - $1.57K
|
2.13K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
4+ 0.02% |
$1.22K - $1.57K
|
21.3K
$10.9M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.55% |
$1.22K - $1.57K
|
729
$375K
|