Purchases and Sales Made in Q2 2022 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
31+ 8.18% |
$9.8K - $12.9K
|
410
$211K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
31+ 2.8% |
$9.8K - $12.9K
|
1.14K
$586K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 230.77% |
$9.48K - $12.4K
|
43
$22.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30New |
$9.48K - $12.4K
|
30
$15.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29New |
$9.16K - $12K
|
29
$14.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29+ 1.8% |
$9.16K - $12K
|
1.64K
$844K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
29New |
$9.16K - $12K
|
29
$14.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
28+ 0.24% |
$8.85K - $11.6K
|
11.9K
$6.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
27+ 2.98% |
$8.53K - $11.2K
|
933
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27+ 2.41% |
$8.53K - $11.2K
|
1.15K
$590K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 38.24% |
$8.22K - $10.8K
|
94
$48.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
25+ 0.93% |
$7.9K - $10.4K
|
2.72K
$1.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
25+ 1.17% |
$7.9K - $10.4K
|
2.17K
$1.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
25+ 4.32% |
$7.9K - $10.4K
|
604
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
25+ 1.98% |
$7.9K - $10.4K
|
1.29K
$663K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25+ 4.0% |
$7.9K - $10.4K
|
650
$334K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
23+ 1.24% |
$7.27K - $9.54K
|
1.88K
$969K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
23+ 6.12% |
$7.27K - $9.54K
|
399
$205K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
22+ 1.02% |
$6.95K - $9.13K
|
2.19K
$1.12M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
21+ 19.63% |
$6.64K - $8.71K
|
128
$65.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
21+ 3.0% |
$6.64K - $8.71K
|
721
$371K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
21+ 13.38% |
$6.64K - $8.71K
|
178
$91.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21+ 1.64% |
$6.64K - $8.71K
|
1.31K
$671K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 77.78% |
$6.64K - $8.71K
|
48
$24.7K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 2.79% |
$6.64K - $8.71K
|
774
$398K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
20+ 0.34% |
$6.32K - $8.3K
|
5.85K
$3.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 57.14% |
$6.32K - $8.3K
|
55
$28.3K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
20+ 19.8% |
$6.32K - $8.3K
|
121
$62.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 0.82% |
$6.32K - $8.3K
|
2.46K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 0.88% |
$6.32K - $8.3K
|
2.29K
$1.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 18.1% |
$6K - $7.88K
|
124
$63.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 29.03% |
$5.69K - $7.47K
|
80
$41.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18+ 0.59% |
$5.69K - $7.47K
|
3.06K
$1.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
18+ 0.57% |
$5.69K - $7.47K
|
3.16K
$1.62M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
18+ 0.23% |
$5.69K - $7.47K
|
7.86K
$4.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 1.39% |
$5.37K - $7.05K
|
1.24K
$637K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16+ 2.25% |
$5.06K - $6.64K
|
726
$373K
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
BUY
|
- |
15+ 0.38% |
$4.74K - $6.22K
|
3.97K
$2.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15+ 2.03% |
$4.74K - $6.22K
|
755
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 100.0% |
$4.74K - $6.22K
|
30
$15.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
15+ 0.06% |
$4.74K - $6.22K
|
23.8K
$12.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
15+ 0.61% |
$4.74K - $6.22K
|
2.49K
$1.28M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 3.08% |
$4.74K - $6.22K
|
502
$258K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
14New |
$4.42K - $5.81K
|
14
$7.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14+ 1.24% |
$4.42K - $5.81K
|
1.15K
$589K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13+ 1.04% |
$4.11K - $5.39K
|
1.26K
$649K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
13+ 13.4% |
$4.11K - $5.39K
|
110
$56.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$4.11K - $5.39K
|
13
$6.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 0.6% |
$4.11K - $5.39K
|
2.17K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.51% |
$3.79K - $4.98K
|
807
$415K
|