Purchases and Sales Made in Q1 2022 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
658+ 43.87% |
$246K - $303K
|
2.16K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
656+ 103.14% |
$245K - $302K
|
1.29K
$665K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
647New |
$242K - $298K
|
647
$333K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
641+ 29.84% |
$239K - $296K
|
2.79K
$1.43M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
641+ 52.37% |
$239K - $296K
|
1.87K
$959K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
641+ 52.37% |
$239K - $296K
|
1.87K
$959K
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
638New |
$238K - $294K
|
638
$328K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
631New |
$236K - $291K
|
631
$325K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
630+ 1.23% |
$235K - $290K
|
51.9K
$26.7M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
627New |
$234K - $289K
|
627
$323K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
625+ 26.33% |
$233K - $288K
|
3K
$1.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
624+ 65.89% |
$233K - $288K
|
1.57K
$808K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
618+ 27.5% |
$231K - $285K
|
2.87K
$1.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
614New |
$229K - $283K
|
614
$316K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
607+ 32.03% |
$227K - $280K
|
2.5K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
607New |
$227K - $280K
|
607
$312K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
606New |
$226K - $279K
|
606
$312K
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
606New |
$226K - $279K
|
606
$312K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
602+ 115.55% |
$225K - $278K
|
1.12K
$578K
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
598+ 25.15% |
$223K - $276K
|
2.98K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
597New |
$223K - $275K
|
597
$307K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
597+ 109.54% |
$223K - $275K
|
1.14K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
597+ 21.07% |
$223K - $275K
|
3.43K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
595+ 23.21% |
$222K - $274K
|
3.16K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
591New |
$221K - $273K
|
591
$304K
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
589New |
$220K - $272K
|
589
$303K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
586New |
$219K - $270K
|
586
$301K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
581+ 30.2% |
$217K - $268K
|
2.51K
$1.29M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
579New |
$216K - $267K
|
579
$298K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
579+ 70.7% |
$216K - $267K
|
1.4K
$719K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
571+ 49.74% |
$213K - $263K
|
1.72K
$884K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
568+ 116.16% |
$212K - $262K
|
1.06K
$544K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
565+ 17.67% |
$211K - $261K
|
3.76K
$1.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
563New |
$210K - $260K
|
563
$290K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
563+ 30.85% |
$210K - $260K
|
2.39K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
563New |
$210K - $260K
|
563
$290K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
558+ 25.55% |
$208K - $257K
|
2.74K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
555+ 39.22% |
$207K - $256K
|
1.97K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
554New |
$207K - $255K
|
554
$285K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
554+ 1.4% |
$207K - $255K
|
40.1K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
553+ 16.62% |
$206K - $255K
|
3.88K
$2M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
549New |
$205K - $253K
|
549
$282K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
549+ 345.28% |
$205K - $253K
|
708
$364K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
546+ 42.49% |
$204K - $252K
|
1.83K
$942K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
543New |
$203K - $250K
|
543
$279K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
539+ 41.59% |
$201K - $249K
|
1.84K
$944K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
538+ 55.93% |
$201K - $248K
|
1.5K
$772K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
535+ 0.96% |
$200K - $247K
|
56.3K
$28.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
529+ 777.94% |
$198K - $244K
|
597
$307K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
528New |
$197K - $243K
|
528
$272K
|