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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
95+ 8.44% |
$35.5K - $43.8K
|
1.22K
$620K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
95+ 9.38% |
$35.5K - $43.8K
|
1.11K
$563K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
93+ 10.13% |
$34.7K - $42.9K
|
1.01K
$514K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
93+ 24.16% |
$34.7K - $42.9K
|
478
$243K
|
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
91+ 5.92% |
$34K - $42K
|
1.63K
$827K
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
91+ 7.14% |
$34K - $42K
|
1.37K
$694K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
87+ 107.41% |
$32.5K - $40.1K
|
168
$85.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
87New |
$32.5K - $40.1K
|
87
$44.2K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
87New |
$32.5K - $40.1K
|
87
$44.2K
|
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
87New |
$32.5K - $40.1K
|
87
$44.2K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 10.86% |
$32.1K - $39.7K
|
878
$446K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
84New |
$31.4K - $38.7K
|
84
$42.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
83+ 18.4% |
$31K - $38.3K
|
534
$271K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
82+ 3.67% |
$30.6K - $37.8K
|
2.32K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
82+ 8.66% |
$30.6K - $37.8K
|
1.03K
$523K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
82+ 5.36% |
$30.6K - $37.8K
|
1.61K
$819K
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
81+ 2.72% |
$30.2K - $37.3K
|
3.06K
$1.55M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 12.37% |
$30.2K - $37.3K
|
736
$374K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
81+ 3.38% |
$30.2K - $37.3K
|
2.48K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
80+ 3.42% |
$29.9K - $36.9K
|
2.42K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
78+ 4.07% |
$29.1K - $36K
|
2K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
77+ 7700.0% |
$28.7K - $35.5K
|
78
$39.6K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
75+ 7.36% |
$28K - $34.6K
|
1.09K
$556K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
74+ 6.91% |
$27.6K - $34.1K
|
1.15K
$582K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
74+ 1.76% |
$27.6K - $34.1K
|
4.28K
$2.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
74+ 0.36% |
$27.6K - $34.1K
|
20.4K
$10.4M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
74+ 13.43% |
$27.6K - $34.1K
|
625
$318K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
72+ 205.71% |
$26.9K - $33.2K
|
107
$54.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
72+ 12.37% |
$26.9K - $33.2K
|
654
$332K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 9.34% |
$26.5K - $32.7K
|
831
$422K
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
71+ 165.12% |
$26.5K - $32.7K
|
114
$57.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
70+ 5.36% |
$26.1K - $32.3K
|
1.38K
$699K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
70+ 10.67% |
$26.1K - $32.3K
|
726
$369K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 5.77% |
$25.8K - $31.8K
|
1.26K
$642K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
68+ 0.5% |
$25.4K - $31.4K
|
13.6K
$6.91M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
68+ 29.96% |
$25.4K - $31.4K
|
295
$150K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
64+ 213.33% |
$23.9K - $29.5K
|
94
$47.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
64+ 2.07% |
$23.9K - $29.5K
|
3.16K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
64+ 6.81% |
$23.9K - $29.5K
|
1K
$510K
|
|
|
Feb 12, 2025
Q1 2022
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
64+ 100.0% |
$23.9K - $29.5K
|
128
$65K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
63+ 43.15% |
$23.5K - $29K
|
209
$106K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62New |
$23.1K - $28.6K
|
62
$31.5K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
62+ 8.9% |
$23.1K - $28.6K
|
759
$386K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
61+ 8.44% |
$22.8K - $28.1K
|
784
$398K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
61+ 14.12% |
$22.8K - $28.1K
|
493
$250K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60+ 19.74% |
$22.4K - $27.7K
|
364
$185K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
60+ 1.33% |
$22.4K - $27.7K
|
4.57K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
60+ 0.38% |
$22.4K - $27.7K
|
16K
$8.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
59+ 12.91% |
$22K - $27.2K
|
516
$262K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
59+ 111.32% |
$22K - $27.2K
|
112
$56.9K
|