Purchases and Sales Made in Q4 2021 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$2.91K - $3.35K
|
7
$3.91K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7+ 0.43% |
$2.91K - $3.35K
|
1.64K
$919K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.5K - $2.87K
|
6
$3.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 1.75% |
$2.5K - $2.87K
|
349
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6+ 0.41% |
$2.5K - $2.87K
|
1.49K
$830K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
5+ 1.82% |
$2.08K - $2.39K
|
279
$156K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
5+ 0.16% |
$2.08K - $2.39K
|
3.12K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$2.08K - $2.39K
|
5
$2.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.39K
|
1.44K
$806K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
5+ 0.36% |
$2.08K - $2.39K
|
1.41K
$786K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 2.65% |
$2.08K - $2.39K
|
194
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 0.06% |
$2.08K - $2.39K
|
8.92K
$4.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$2.08K - $2.39K
|
5
$2.8K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.16% |
$2.08K - $2.39K
|
3.05K
$1.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$1.66K - $1.92K
|
3.3K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
4+ 0.5% |
$1.66K - $1.92K
|
804
$449K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
4+ 0.08% |
$1.66K - $1.92K
|
4.99K
$2.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4+ 0.29% |
$1.66K - $1.92K
|
1.4K
$783K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$1.66K - $1.92K
|
15.1K
$8.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$1.66K - $1.92K
|
4
$2.24K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.17% |
$1.66K - $1.92K
|
2.33K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$1.66K - $1.92K
|
2.36K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
3+ 0.47% |
$1.25K - $1.44K
|
638
$357K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
3+ 0.64% |
$1.25K - $1.44K
|
475
$266K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 1.69% |
$1.25K - $1.44K
|
180
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.61% |
$1.25K - $1.44K
|
496
$277K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3New |
$1.25K - $1.44K
|
3
$1.68K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
3+ 2.97% |
$1.25K - $1.44K
|
104
$58.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3+ 0.07% |
$1.25K - $1.44K
|
4.61K
$2.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 4.84% |
$1.25K - $1.44K
|
65
$36.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.1% |
$832 - $958
|
1.98K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.11% |
$832 - $958
|
97
$54.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$832 - $958
|
1.07K
$599K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$832 - $958
|
2
$1.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.24% |
$832 - $958
|
840
$470K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$832 - $958
|
2
$1.12K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$416 - $479
|
1.26K
$702K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$416 - $479
|
753
$421K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$416 - $479
|
451
$252K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$416 - $479
|
621
$347K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.03% |
$416 - $479
|
34
$19K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.18% |
$416 - $479
|
556
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.38% |
$416 - $479
|
43
$24K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.06% |
$416 - $479
|
1.69K
$945K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1New |
$416 - $479
|
1
$559
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.09% |
$416 - $479
|
1.08K
$604K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1- 0.13% |
$416 - $479
|
759
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1- 0.02% |
$416 - $479
|
4.09K
$2.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2- 1.94% |
$832 - $958
|
101
$56.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-2- 0.04% |
$832 - $958
|
4.94K
$2.76M
|