Purchases and Sales Made in Q3 2022 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
492+ 23.69% |
$150K - $193K
|
2.57K
$1.29M
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
492+ 4.29% |
$150K - $193K
|
12K
$6.01M
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
491+ 4.53% |
$150K - $193K
|
11.3K
$5.7M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
487+ 10.96% |
$149K - $191K
|
4.93K
$2.48M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
480+ 66.12% |
$147K - $189K
|
1.21K
$607K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
475+ 11.83% |
$145K - $187K
|
4.49K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
474+ 11.5% |
$145K - $186K
|
4.6K
$2.31M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
472+ 1.17% |
$144K - $186K
|
40.8K
$20.5M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
469+ 0.63% |
$143K - $184K
|
75.4K
$37.9M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
467+ 2.06% |
$143K - $184K
|
23.2K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
466+ 59.97% |
$142K - $183K
|
1.24K
$625K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
452+ 56.01% |
$138K - $178K
|
1.26K
$633K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
450+ 1.01% |
$137K - $177K
|
45K
$22.6M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
449+ 43.72% |
$137K - $177K
|
1.48K
$743K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
447+ 10.62% |
$136K - $176K
|
4.66K
$2.34M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
437+ 17.9% |
$133K - $172K
|
2.88K
$1.45M
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
431+ 32.8% |
$132K - $169K
|
1.75K
$878K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
427+ 3.11% |
$130K - $168K
|
14.1K
$7.12M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
418+ 62.76% |
$128K - $164K
|
1.08K
$545K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
398+ 13.59% |
$122K - $156K
|
3.33K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
398+ 9.33% |
$122K - $156K
|
4.66K
$2.35M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
396+ 4.46% |
$121K - $156K
|
9.27K
$4.66M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
395+ 1.4% |
$121K - $155K
|
28.7K
$14.4M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
391+ 31.25% |
$119K - $154K
|
1.64K
$826K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
385+ 14.56% |
$118K - $151K
|
3.03K
$1.52M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
383+ 5.19% |
$117K - $151K
|
7.77K
$3.91M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
381+ 7.41% |
$116K - $150K
|
5.52K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
377+ 0.63% |
$115K - $148K
|
59.8K
$30.1M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
376+ 13.47% |
$115K - $148K
|
3.17K
$1.59M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
372+ 0.35% |
$114K - $146K
|
107K
$53.8M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
369+ 4.76% |
$113K - $145K
|
8.12K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
366+ 3.91% |
$112K - $144K
|
9.72K
$4.89M
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
364+ 30.28% |
$111K - $143K
|
1.57K
$788K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
359+ 35.51% |
$110K - $141K
|
1.37K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
355+ 1.52% |
$108K - $140K
|
23.8K
$12M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
354+ 3.21% |
$108K - $139K
|
11.4K
$5.72M
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
354+ 8.67% |
$108K - $139K
|
4.44K
$2.23M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
351+ 2.96% |
$107K - $138K
|
12.2K
$6.14M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
342+ 6.03% |
$104K - $134K
|
6.01K
$3.02M
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
342+ 2.36% |
$104K - $134K
|
14.8K
$7.45M
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
324+ 11.01% |
$98.9K - $127K
|
3.27K
$1.64M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
322+ 2.7% |
$98.3K - $127K
|
12.3K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
321+ 19.88% |
$98K - $126K
|
1.94K
$974K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
318+ 3.75% |
$97.1K - $125K
|
8.79K
$4.42M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
316+ 40.99% |
$96.5K - $124K
|
1.09K
$547K
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
314+ 29.18% |
$95.9K - $123K
|
1.39K
$699K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
314+ 34.35% |
$95.9K - $123K
|
1.23K
$618K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
312+ 11.43% |
$95.3K - $123K
|
3.04K
$1.53M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
308+ 1.83% |
$94K - $121K
|
17.1K
$8.61M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
300+ 33.33% |
$91.6K - $118K
|
1.2K
$604K
|