Purchases and Sales Made in Q4 2022 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
275+ 0.44% |
$78.8K - $99.7K
|
63.1K
$32.9M
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
270+ 8.09% |
$77.4K - $97.9K
|
3.61K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
268+ 3.81% |
$76.8K - $97.2K
|
7.3K
$3.8M
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
266+ 3.07% |
$76.2K - $96.5K
|
8.93K
$4.66M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
263+ 4.5% |
$75.4K - $95.4K
|
6.1K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
262+ 2.85% |
$75.1K - $95K
|
9.44K
$4.92M
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
256+ 32.08% |
$73.4K - $92.8K
|
1.05K
$550K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
252+ 67.92% |
$72.2K - $91.4K
|
623
$325K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
252+ 80.0% |
$72.2K - $91.4K
|
567
$296K
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
251+ 0.8% |
$71.9K - $91K
|
31.6K
$16.5M
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
250+ 20.16% |
$71.7K - $90.7K
|
1.49K
$777K
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
249+ 1.6% |
$71.4K - $90.3K
|
15.8K
$8.22M
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
248+ 8.75% |
$71.1K - $89.9K
|
3.08K
$1.61M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
245+ 7.56% |
$70.2K - $88.9K
|
3.49K
$1.82M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
242+ 1.98% |
$69.4K - $87.8K
|
12.5K
$6.51M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
241+ 6.67% |
$69.1K - $87.4K
|
3.85K
$2.01M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
236+ 1.52% |
$67.6K - $85.6K
|
15.7K
$8.21M
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
232+ 5.23% |
$66.5K - $84.1K
|
4.67K
$2.43M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
221New |
$63.3K - $80.2K
|
221
$115K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
208New |
$59.6K - $75.4K
|
208
$108K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
207+ 8.07% |
$59.3K - $75.1K
|
2.77K
$1.45M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
205+ 7.23% |
$58.8K - $74.3K
|
3.04K
$1.59M
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
205+ 27.59% |
$58.8K - $74.3K
|
948
$494K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
201+ 6.04% |
$57.6K - $72.9K
|
3.53K
$1.84M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
196New |
$56.2K - $71.1K
|
196
$102K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
195+ 6.92% |
$55.9K - $70.7K
|
3.01K
$1.57M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
190+ 16.01% |
$54.5K - $68.9K
|
1.38K
$718K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
188+ 11.66% |
$53.9K - $68.2K
|
1.8K
$939K
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
186+ 0.74% |
$53.3K - $67.5K
|
25.3K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
185+ 8.49% |
$53K - $67.1K
|
2.37K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
184+ 20.31% |
$52.7K - $66.7K
|
1.09K
$568K
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
180+ 15.73% |
$51.6K - $65.3K
|
1.32K
$690K
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
180+ 1.63% |
$51.6K - $65.3K
|
11.2K
$5.85M
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
179+ 3.32% |
$51.3K - $64.9K
|
5.58K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
177+ 4.52% |
$50.7K - $64.2K
|
4.1K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
173+ 32.77% |
$49.6K - $62.7K
|
701
$366K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
172+ 19.35% |
$49.3K - $62.4K
|
1.06K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
172+ 0.9% |
$49.3K - $62.4K
|
19.3K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
165+ 5.3% |
$47.3K - $59.8K
|
3.28K
$1.71M
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
164+ 0.83% |
$47K - $59.5K
|
19.9K
$10.4M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
164+ 13.9% |
$47K - $59.5K
|
1.34K
$701K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
159+ 2.47% |
$45.6K - $57.7K
|
6.61K
$3.45M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
159+ 2.85% |
$45.6K - $57.7K
|
5.75K
$3M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 76.59% |
$45K - $56.9K
|
362
$189K
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
153+ 0.46% |
$43.9K - $55.5K
|
33.8K
$17.6M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
153+ 5.73% |
$43.9K - $55.5K
|
2.82K
$1.47M
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
151+ 8.65% |
$43.3K - $54.8K
|
1.9K
$989K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
150+ 0.23% |
$43K - $54.4K
|
64.8K
$33.8M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
148+ 42.53% |
$42.4K - $53.7K
|
496
$259K
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
146+ 0.48% |
$41.8K - $52.9K
|
30.7K
$16M
|