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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
244+ 3.68% |
$99.8K - $111K
|
6.87K
$3.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
244+ 66.49% |
$99.8K - $111K
|
611
$307K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
243New |
$99.4K - $110K
|
243
$122K
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
240+ 6.28% |
$98.1K - $109K
|
4.06K
$2.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 29.37% |
$96.9K - $108K
|
1.04K
$525K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
235+ 2.09% |
$96.1K - $107K
|
11.5K
$5.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
232+ 42.49% |
$94.9K - $105K
|
778
$391K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
230+ 1.03% |
$94.1K - $104K
|
22.6K
$11.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
227+ 17.87% |
$92.8K - $103K
|
1.5K
$753K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
224+ 0.66% |
$91.6K - $102K
|
34K
$17.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
224+ 1.05% |
$91.6K - $102K
|
21.5K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
222+ 16.16% |
$90.8K - $101K
|
1.6K
$803K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
221+ 1.91% |
$90.4K - $100K
|
11.8K
$5.94M
|
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
219+ 1.33% |
$89.6K - $99.4K
|
16.6K
$8.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
215+ 1.59% |
$87.9K - $97.6K
|
13.7K
$6.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
212+ 8.54% |
$86.7K - $96.3K
|
2.69K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
210+ 2.74% |
$85.9K - $95.4K
|
7.87K
$3.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
207+ 100.0% |
$84.7K - $94K
|
414
$208K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
204+ 1200.0% |
$83.4K - $92.6K
|
221
$111K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
203New |
$83K - $92.2K
|
203
$102K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
201+ 23.1% |
$82.2K - $91.3K
|
1.07K
$539K
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
200+ 2.32% |
$81.8K - $90.8K
|
8.83K
$4.44M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
200New |
$81.8K - $90.8K
|
200
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
198+ 26.54% |
$81K - $89.9K
|
944
$475K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
196+ 20.57% |
$80.2K - $89K
|
1.15K
$578K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
195+ 6.59% |
$79.7K - $88.5K
|
3.15K
$1.59M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 4.23% |
$78.9K - $87.6K
|
4.76K
$2.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
191+ 8.02% |
$78.1K - $86.7K
|
2.57K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
191New |
$78.1K - $86.7K
|
191
$96.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
187New |
$76.5K - $84.9K
|
187
$94.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
186+ 8.92% |
$76.1K - $84.5K
|
2.27K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
185+ 0.46% |
$75.7K - $84K
|
40.1K
$20.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
184New |
$75.2K - $83.5K
|
184
$92.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
182+ 22.67% |
$74.4K - $82.6K
|
985
$496K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
181+ 17.12% |
$74K - $82.2K
|
1.24K
$623K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
177+ 3.27% |
$72.4K - $80.4K
|
5.58K
$2.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
174+ 1.22% |
$71.2K - $79K
|
14.5K
$7.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
173+ 1.25% |
$70.7K - $78.6K
|
14K
$7.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
173+ 6.0% |
$70.7K - $78.6K
|
3.06K
$1.54M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
170+ 6.01% |
$69.5K - $77.2K
|
3K
$1.51M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
169+ 7.87% |
$69.1K - $76.7K
|
2.32K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
168+ 420.0% |
$68.7K - $76.3K
|
208
$105K
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
166+ 0.69% |
$67.9K - $75.4K
|
24.2K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
166+ 4.52% |
$67.9K - $75.4K
|
3.84K
$1.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
164+ 0.52% |
$67.1K - $74.5K
|
31.6K
$15.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
163+ 12.39% |
$66.7K - $74K
|
1.48K
$744K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
160+ 16.38% |
$65.4K - $72.6K
|
1.14K
$572K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
157+ 0.61% |
$64.2K - $71.3K
|
25.7K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
156+ 83.42% |
$63.8K - $70.8K
|
343
$173K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
156+ 624.0% |
$63.8K - $70.8K
|
181
$91.1K
|