Purchases and Sales Made in Q4 2021 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-136- 6.42% |
$56.6K - $65.1K
|
1.98K
$992K
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-136- 1.36% |
$56.6K - $65.1K
|
9.86K
$4.94M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-144- 6.73% |
$59.9K - $69K
|
2K
$1M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-144- 4.43% |
$59.9K - $69K
|
3.1K
$1.55M
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-144- 0.4% |
$59.9K - $69K
|
35.7K
$17.9M
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-145- 2.67% |
$60.3K - $69.5K
|
5.28K
$2.64M
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-145- 63.32% |
$60.3K - $69.5K
|
84
$42K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-149Closed |
$62K - $71.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-150- 9.24% |
$62.4K - $71.8K
|
1.47K
$737K
|
|
Feb 16, 2022
Q4 2021
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-151- 0.56% |
$62.8K - $72.3K
|
26.7K
$13.3M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-153- 1.19% |
$63.6K - $73.3K
|
12.7K
$6.37M
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-155- 2.8% |
$64.5K - $74.2K
|
5.37K
$2.69M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-160- 10.88% |
$66.5K - $76.6K
|
1.31K
$656K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-165- 0.98% |
$68.6K - $79K
|
16.6K
$8.33M
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-172- 1.84% |
$71.5K - $82.4K
|
9.16K
$4.58M
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-176- 5.22% |
$73.2K - $84.3K
|
3.2K
$1.6M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-180- 0.97% |
$74.9K - $86.2K
|
18.3K
$9.18M
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-181Closed |
$75.3K - $86.7K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-183- 8.26% |
$76.1K - $87.7K
|
2.03K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-184- 8.51% |
$76.5K - $88.1K
|
1.98K
$991K
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-187- 0.46% |
$77.8K - $89.6K
|
40.4K
$20.2M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-192- 10.47% |
$79.8K - $92K
|
1.64K
$822K
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-193- 1.2% |
$80.3K - $92.4K
|
15.9K
$7.97M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-196- 1.43% |
$81.5K - $93.9K
|
13.5K
$6.78M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-196- 13.05% |
$81.5K - $93.9K
|
1.31K
$654K
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-199- 2.56% |
$82.8K - $95.3K
|
7.57K
$3.79M
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
SELL
|
- |
-200- 2.39% |
$83.2K - $95.8K
|
8.17K
$4.09M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-200Closed |
$83.2K - $95.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-201- 18.77% |
$83.6K - $96.3K
|
870
$435K
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-208- 0.2% |
$86.5K - $99.6K
|
102K
$50.8M
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-210- 2.53% |
$87.3K - $101K
|
8.09K
$4.05M
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-225- 11.12% |
$93.6K - $108K
|
1.8K
$900K
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-225- 10.09% |
$93.6K - $108K
|
2K
$1M
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-234- 5.36% |
$97.3K - $112K
|
4.13K
$2.07M
|
|
Feb 03, 2022
Q4 2021
|
Progressive Investment Management Corp
|
SELL
|
- |
-236- 0.9% |
$98.1K - $113K
|
25.9K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 7.77% |
$104K - $120K
|
2.97K
$1.48M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 7.77% |
$104K - $120K
|
2.97K
$1.48M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-253- 20.54% |
$105K - $121K
|
979
$490K
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-267- 8.36% |
$111K - $128K
|
2.93K
$1.46M
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-279- 1.11% |
$116K - $134K
|
24.8K
$12.4M
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-280- 6.24% |
$116K - $134K
|
4.21K
$2.11M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-286- 36.9% |
$119K - $137K
|
489
$245K
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-300- 0.75% |
$125K - $144K
|
39.5K
$19.8M
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-301- 3.18% |
$125K - $144K
|
9.15K
$4.58M
|
|
Feb 14, 2022
Q4 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-308- 7.2% |
$128K - $148K
|
3.97K
$1.99M
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310Closed |
$129K - $148K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-317- 19.1% |
$132K - $152K
|
1.34K
$672K
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-318- 7.2% |
$132K - $152K
|
4.1K
$2.05M
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-323- 79.36% |
$134K - $155K
|
84
$42K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-324- 2.7% |
$135K - $155K
|
11.7K
$5.84M
|