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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$4.11K - $5.39K
|
13
$6.83K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 0.6% |
$4.11K - $5.39K
|
2.17K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.51% |
$3.79K - $4.98K
|
807
$424K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 3.43% |
$3.79K - $4.98K
|
362
$190K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$3.48K - $4.56K
|
11
$5.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$3.48K - $4.56K
|
11
$5.78K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 1.32% |
$3.48K - $4.56K
|
843
$443K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.19% |
$3.16K - $4.15K
|
5.26K
$2.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
8+ 1.09% |
$2.53K - $3.32K
|
742
$390K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$2.53K - $3.32K
|
8
$4.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
8+ 0.32% |
$2.53K - $3.32K
|
2.51K
$1.32M
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.26% |
$2.53K - $3.32K
|
3.07K
$1.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.57% |
$2.21K - $2.9K
|
1.23K
$645K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 116.67% |
$2.21K - $2.9K
|
13
$6.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7+ 1.14% |
$2.21K - $2.9K
|
620
$326K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
6+ 0.26% |
$1.9K - $2.49K
|
2.36K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.2% |
$1.9K - $2.49K
|
3.01K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.97% |
$1.9K - $2.49K
|
622
$327K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$1.9K - $2.49K
|
6
$3.15K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.8% |
$1.58K - $2.07K
|
631
$332K
|
|
|
Jul 27, 2022
Q2 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
5+ 0.24% |
$1.58K - $2.07K
|
2.13K
$1.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
5+ 0.81% |
$1.58K - $2.07K
|
626
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.21% |
$1.58K - $2.07K
|
2.34K
$1.23M
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.48% |
$1.26K - $1.66K
|
834
$438K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
4New |
$1.26K - $1.66K
|
4
$2.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
3+ 23.08% |
$948 - $1.24K
|
16
$8.41K
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
BUY
|
- |
3+ 0.03% |
$948 - $1.24K
|
10.7K
$5.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.32% |
$948 - $1.24K
|
934
$491K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.28% |
$948 - $1.24K
|
1.09K
$570K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 25.0% |
$948 - $1.24K
|
15
$7.88K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 20.0% |
$948 - $1.24K
|
18
$9.46K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2+ 0.05% |
$632 - $830
|
4.43K
$2.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.19% |
$632 - $830
|
1.07K
$564K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.04% |
$632 - $830
|
5.34K
$2.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2+ 0.18% |
$632 - $830
|
1.11K
$581K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$632 - $830
|
1.08K
$565K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2New |
$632 - $830
|
2
$1.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.23% |
$632 - $830
|
887
$466K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.31% |
$632 - $830
|
650
$341K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 4.55% |
$632 - $830
|
46
$24.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
BUY
|
- |
1+ 0.35% |
$316 - $415
|
289
$152K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$316 - $415
|
365
$192K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1+ 0.06% |
$316 - $415
|
1.78K
$934K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$316 - $415
|
2.66K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1+ 0.16% |
$316 - $415
|
608
$319K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.09% |
$316 - $415
|
1.18K
$617K
|
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$316 - $415
|
30.4K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.16% |
$316 - $415
|
645
$339K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1Closed |
$316 - $415
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-1- 0.12% |
$316 - $415
|
807
$424K
|