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 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
297+ 7.35% |
$90.7K - $117K
|
4.34K
$2.18M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
294+ 25.13% |
$89.8K - $116K
|
1.46K
$737K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
293+ 18.73% |
$89.5K - $115K
|
1.86K
$934K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
290+ 1.11% |
$88.6K - $114K
|
26.4K
$13.3M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
290+ 9.5% |
$88.6K - $114K
|
3.34K
$1.68M
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
286+ 2.84% |
$87.3K - $112K
|
10.4K
$5.21M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
284+ 17.35% |
$86.7K - $112K
|
1.92K
$967K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
280New |
$85.5K - $110K
|
280
$141K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 14.51% |
$84.3K - $109K
|
2.18K
$1.1M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
274+ 978.57% |
$83.7K - $108K
|
302
$152K
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
270+ 6.81% |
$82.4K - $106K
|
4.24K
$2.13M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
269+ 23.11% |
$82.1K - $106K
|
1.43K
$721K
|
|
Oct 31, 2022
Q3 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
266+ 0.15% |
$81.2K - $105K
|
176K
$88.3M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
262+ 31.99% |
$80K - $103K
|
1.08K
$544K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
259New |
$79.1K - $102K
|
259
$130K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
256+ 5.41% |
$78.2K - $101K
|
4.98K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
256+ 3.56% |
$78.2K - $101K
|
7.46K
$3.75M
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
251+ 0.65% |
$76.6K - $98.7K
|
38.6K
$19.4M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
243+ 17.69% |
$74.2K - $95.5K
|
1.62K
$814K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
243+ 12.82% |
$74.2K - $95.5K
|
2.14K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
238+ 15.99% |
$72.7K - $93.6K
|
1.73K
$868K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
237+ 3.51% |
$72.4K - $93.2K
|
6.99K
$3.52M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
231+ 21.88% |
$70.5K - $90.8K
|
1.29K
$648K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
228+ 1.71% |
$69.6K - $89.6K
|
13.6K
$6.83M
|
|
Nov 10, 2022
Q3 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
226+ 0.91% |
$69K - $88.9K
|
25.1K
$12.6M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
225New |
$68.7K - $88.5K
|
225
$113K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
224+ 49.67% |
$68.4K - $88.1K
|
675
$340K
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
224+ 6.01% |
$68.4K - $88.1K
|
3.95K
$1.99M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
222+ 9.06% |
$67.8K - $87.3K
|
2.67K
$1.34M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
220+ 171.88% |
$67.2K - $86.5K
|
348
$175K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
219+ 12.44% |
$66.9K - $86.1K
|
1.98K
$996K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
218+ 4.87% |
$66.6K - $85.7K
|
4.7K
$2.36M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
212+ 30.64% |
$64.7K - $83.4K
|
904
$455K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
209+ 2.34% |
$63.8K - $82.2K
|
9.13K
$4.6M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
202+ 9.11% |
$61.7K - $79.4K
|
2.42K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
199+ 5.35% |
$60.8K - $78.2K
|
3.92K
$1.97M
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
190+ 0.7% |
$58K - $74.7K
|
27.4K
$13.8M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
182+ 1.72% |
$55.6K - $71.6K
|
10.8K
$5.42M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
182+ 4.18% |
$55.6K - $71.6K
|
4.54K
$2.28M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
178+ 4.74% |
$54.4K - $70K
|
3.94K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
177+ 1.06% |
$54K - $69.6K
|
16.8K
$8.46M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
175+ 472.97% |
$53.4K - $68.8K
|
212
$107K
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
174+ 1.26% |
$53.1K - $68.4K
|
14K
$7.05M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
174+ 33.21% |
$53.1K - $68.4K
|
698
$351K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
171+ 103.01% |
$52.2K - $67.2K
|
337
$170K
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
171+ 7.95% |
$52.2K - $67.2K
|
2.32K
$1.17M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
171+ 1.14% |
$52.2K - $67.2K
|
15.1K
$7.6M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
170+ 9.92% |
$51.9K - $66.8K
|
1.88K
$948K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
170+ 0.79% |
$51.9K - $66.8K
|
21.7K
$10.9M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
161+ 9.29% |
$49.2K - $63.3K
|
1.89K
$953K
|