Purchases and Sales Made in Q3 2021 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
4+ 0.33% |
$1.64K - $1.82K
|
1.22K
$628K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$1.64K - $1.82K
|
4
$2.06K
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.17% |
$1.64K - $1.82K
|
2.33K
$1.2M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4+ 0.63% |
$1.64K - $1.82K
|
643
$331K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.04% |
$1.64K - $1.82K
|
9.11K
$4.68M
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$1.64K - $1.82K
|
2.36K
$1.21M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.17% |
$1.23K - $1.36K
|
1.79K
$918K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
3+ 0.5% |
$1.23K - $1.36K
|
601
$309K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.44% |
$1.23K - $1.36K
|
692
$356K
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$1.23K - $1.36K
|
18.5K
$9.51M
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3+ 0.25% |
$1.23K - $1.36K
|
1.2K
$619K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.23K - $1.36K
|
4.49K
$2.31M
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$1.23K - $1.36K
|
3
$1.54K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
3+ 0.5% |
$1.23K - $1.36K
|
602
$310K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3+ 0.18% |
$1.23K - $1.36K
|
1.64K
$841K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2+ 40.0% |
$818 - $908
|
7
$3.6K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.28% |
$818 - $908
|
724
$372K
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
2+ 0.32% |
$818 - $908
|
635
$327K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
2+ 0.78% |
$818 - $908
|
258
$133K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.38% |
$818 - $908
|
535
$275K
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.19% |
$818 - $908
|
1.08K
$555K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.34% |
$818 - $908
|
594
$305K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.07% |
$818 - $908
|
189
$97.2K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$818 - $908
|
907
$466K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.12% |
$818 - $908
|
1.62K
$833K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.37% |
$409 - $454
|
272
$140K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.22% |
$409 - $454
|
453
$233K
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.18% |
$409 - $454
|
555
$285K
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.01% |
$409 - $454
|
10K
$5.14M
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$409 - $454
|
1.5K
$769K
|
|
Oct 19, 2021
Q3 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-1- 0.02% |
$409 - $454
|
4.55K
$2.34M
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 2.94% |
$409 - $454
|
33
$17K
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1- 0.05% |
$409 - $454
|
2.07K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$409 - $454
|
3
$1.54K
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$409 - $454
|
4.6K
$2.37M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.16% |
$409 - $454
|
611
$314K
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1- 0.16% |
$409 - $454
|
606
$312K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1- 6.67% |
$409 - $454
|
14
$7.2K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 1.92% |
$818 - $908
|
102
$52.4K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2- 1.14% |
$818 - $908
|
173
$89K
|
|
Nov 09, 2021
Q3 2021
|
Brooktree Capital Management
|
SELL
|
- |
-2- 0.08% |
$818 - $908
|
2.58K
$1.33M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2- 0.29% |
$818 - $908
|
694
$357K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.12% |
$1.23K - $1.36K
|
266
$137K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-3- 0.04% |
$1.23K - $1.36K
|
6.97K
$3.58M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3- 0.41% |
$1.23K - $1.36K
|
720
$370K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-3- 0.01% |
$1.23K - $1.36K
|
36.3K
$18.7M
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3Closed |
$1.23K - $1.36K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-4- 0.31% |
$1.64K - $1.82K
|
1.3K
$668K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 0.84% |
$1.64K - $1.82K
|
474
$244K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5Closed |
$2.04K - $2.27K
|
0
$0
|