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 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25+ 3.32% |
$9.33K - $11.5K
|
778
$407K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
25New |
$9.33K - $11.5K
|
25
$13.1K
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
24+ 2.25% |
$8.96K - $11.1K
|
1.09K
$570K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24+ 9.56% |
$8.96K - $11.1K
|
275
$144K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
23New |
$8.59K - $10.6K
|
23
$12K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22+ 3.51% |
$8.21K - $10.1K
|
648
$339K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21+ 0.46% |
$7.84K - $9.68K
|
4.57K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
20+ 2.31% |
$7.47K - $9.22K
|
887
$464K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
20+ 3.86% |
$7.47K - $9.22K
|
538
$281K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20+ 1.26% |
$7.47K - $9.22K
|
1.61K
$842K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
20+ 13.89% |
$7.47K - $9.22K
|
164
$85.7K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 2.8% |
$7.47K - $9.22K
|
735
$384K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
19+ 13.77% |
$7.09K - $8.76K
|
157
$82.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
18+ 1.29% |
$6.72K - $8.3K
|
1.41K
$739K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17New |
$6.35K - $7.84K
|
17
$8.89K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 7.49% |
$6.35K - $7.84K
|
244
$128K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
16+ 2.88% |
$5.97K - $7.38K
|
572
$299K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16New |
$5.97K - $7.38K
|
16
$8.37K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16+ 2.67% |
$5.97K - $7.38K
|
616
$322K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 1.02% |
$5.97K - $7.38K
|
1.59K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$5.6K - $6.92K
|
15
$7.84K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15+ 75.0% |
$5.6K - $6.92K
|
35
$18.3K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$5.6K - $6.92K
|
15
$7.84K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 1.81% |
$5.6K - $6.92K
|
843
$441K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$5.23K - $6.46K
|
14
$7.32K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
14+ 17.5% |
$5.23K - $6.46K
|
94
$49.1K
|
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
14+ 1.75% |
$5.23K - $6.46K
|
814
$426K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 1.38% |
$5.23K - $6.46K
|
1.03K
$538K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
13New |
$4.85K - $5.99K
|
13
$6.8K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 2.06% |
$4.85K - $5.99K
|
644
$337K
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12+ 0.06% |
$4.48K - $5.53K
|
20K
$10.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$4.48K - $5.53K
|
12
$6.27K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
11+ 1.65% |
$4.11K - $5.07K
|
679
$355K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
11+ 0.52% |
$4.11K - $5.07K
|
2.15K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
11+ 1.22% |
$4.11K - $5.07K
|
913
$477K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
11+ 1.62% |
$4.11K - $5.07K
|
691
$361K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11+ 1.52% |
$4.11K - $5.07K
|
733
$383K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
10New |
$3.73K - $4.61K
|
10
$5.23K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
10+ 0.86% |
$3.73K - $4.61K
|
1.18K
$614K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
10+ 0.1% |
$3.73K - $4.61K
|
9.93K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
10+ 0.02% |
$3.73K - $4.61K
|
40.8K
$21.3M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.33% |
$3.73K - $4.61K
|
3.06K
$1.6M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10New |
$3.73K - $4.61K
|
10
$5.23K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
9+ 3.23% |
$3.36K - $4.15K
|
288
$151K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$3.36K - $4.15K
|
9
$4.71K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9New |
$3.36K - $4.15K
|
9
$4.71K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
8+ 1.0% |
$2.99K - $3.69K
|
808
$422K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.48% |
$2.99K - $3.69K
|
154
$80.5K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.57% |
$2.99K - $3.69K
|
1.41K
$737K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
8+ 34.78% |
$2.99K - $3.69K
|
31
$16.2K
|