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 17, 2022
Q4 2021
|
Wafra Inc.
New York, NY |
BUY
|
- |
589+ 0.48% |
$245K - $282K
|
123K
$61.9M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
579New |
$241K - $277K
|
579
$291K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
570New |
$237K - $273K
|
570
$287K
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
568New |
$236K - $272K
|
568
$286K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
567+ 2.77% |
$236K - $272K
|
21K
$10.6M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
567+ 4050.0% |
$236K - $272K
|
581
$292K
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
557+ 3.84% |
$232K - $267K
|
15.1K
$7.57M
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
557New |
$232K - $267K
|
557
$280K
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
555New |
$231K - $266K
|
555
$279K
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
552New |
$230K - $264K
|
552
$278K
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
552New |
$230K - $264K
|
552
$278K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
551+ 5.47% |
$229K - $264K
|
10.6K
$5.34M
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
551New |
$229K - $264K
|
551
$277K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
546+ 19.08% |
$227K - $262K
|
3.41K
$1.71M
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
545New |
$227K - $261K
|
545
$274K
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
544+ 67.92% |
$226K - $261K
|
1.35K
$677K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
543+ 2.95% |
$226K - $260K
|
18.9K
$9.53M
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
541+ 7.35% |
$225K - $259K
|
7.9K
$3.97M
|
|
Feb 14, 2022
Q4 2021
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
540New |
$225K - $259K
|
540
$272K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
533+ 6.87% |
$222K - $255K
|
8.3K
$4.17M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
532+ 11.17% |
$221K - $255K
|
5.29K
$2.66M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
527+ 118.16% |
$219K - $252K
|
973
$490K
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
526+ 0.1% |
$219K - $252K
|
540K
$272M
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
526+ 0.1% |
$219K - $252K
|
540K
$272M
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
525+ 6.15% |
$218K - $251K
|
9.06K
$4.56M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
524+ 0.22% |
$218K - $251K
|
240K
$121M
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
521New |
$217K - $250K
|
521
$262K
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
BUY
|
- |
520+ 3.94% |
$216K - $249K
|
13.7K
$6.91M
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
513+ 13.91% |
$213K - $246K
|
4.2K
$2.11M
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
512New |
$213K - $245K
|
512
$258K
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
505New |
$210K - $242K
|
505
$254K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
502+ 46.27% |
$209K - $240K
|
1.59K
$798K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
501New |
$208K - $240K
|
501
$252K
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
501+ 102.66% |
$208K - $240K
|
989
$498K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$208K - $239K
|
500
$252K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
489+ 26.99% |
$203K - $234K
|
2.3K
$1.16M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
485+ 1.03% |
$202K - $232K
|
47.6K
$23.9M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
484+ 2.64% |
$201K - $232K
|
18.8K
$9.45M
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
BUY
|
- |
483New |
$201K - $231K
|
483
$243K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
475+ 23.74% |
$198K - $228K
|
2.48K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
475New |
$198K - $228K
|
475
$239K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
475+ 10.53% |
$198K - $228K
|
4.99K
$2.51M
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
474New |
$197K - $227K
|
474
$238K
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
472+ 7.91% |
$196K - $226K
|
6.44K
$3.24M
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
466New |
$194K - $223K
|
466
$234K
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
465New |
$193K - $223K
|
465
$234K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
462New |
$192K - $221K
|
462
$232K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
459+ 94.06% |
$191K - $220K
|
947
$476K
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
457New |
$190K - $219K
|
457
$230K
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
455New |
$189K - $218K
|
455
$229K
|