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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
66+ 2.08% |
$18.9K - $23.9K
|
3.23K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
66+ 2.54% |
$18.9K - $23.9K
|
2.66K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
66+ 3.1% |
$18.9K - $23.9K
|
2.2K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
66+ 9.51% |
$18.9K - $23.9K
|
760
$382K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$18.6K - $23.6K
|
65
$32.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
64New |
$18.3K - $23.2K
|
64
$32.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
63+ 1.77% |
$18.1K - $22.8K
|
3.62K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
63+ 4.92% |
$18.1K - $22.8K
|
1.34K
$676K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
62+ 0.95% |
$17.8K - $22.5K
|
6.56K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
60+ 3.48% |
$17.2K - $21.8K
|
1.79K
$899K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60+ 1.23% |
$17.2K - $21.8K
|
4.96K
$2.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
59+ 842.86% |
$16.9K - $21.4K
|
66
$33.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59+ 3.07% |
$16.9K - $21.4K
|
1.98K
$996K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 2.71% |
$16.9K - $21.4K
|
2.24K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
55+ 1.84% |
$15.8K - $19.9K
|
3.05K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54+ 6.78% |
$15.5K - $19.6K
|
850
$428K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
54+ 1.12% |
$15.5K - $19.6K
|
4.86K
$2.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
50+ 1.53% |
$14.3K - $18.1K
|
3.32K
$1.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 4.52% |
$14K - $17.8K
|
1.13K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49+ 2.25% |
$14K - $17.8K
|
2.23K
$1.12M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 1.04% |
$14K - $17.8K
|
4.76K
$2.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
48+ 0.42% |
$13.8K - $17.4K
|
11.4K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
45+ 10.92% |
$12.9K - $16.3K
|
457
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
44+ 6.36% |
$12.6K - $16K
|
736
$370K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
42+ 1050.0% |
$12K - $15.2K
|
46
$23.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
42+ 1.55% |
$12K - $15.2K
|
2.76K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
42+ 3.98% |
$12K - $15.2K
|
1.1K
$552K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
41New |
$11.8K - $14.9K
|
41
$20.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
41+ 0.72% |
$11.8K - $14.9K
|
5.76K
$2.9M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
41+ 5.49% |
$11.8K - $14.9K
|
788
$396K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
40+ 5.15% |
$11.5K - $14.5K
|
817
$411K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
40+ 0.07% |
$11.5K - $14.5K
|
56.7K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 1.91% |
$11.5K - $14.5K
|
2.13K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
38+ 2.66% |
$10.9K - $13.8K
|
1.47K
$739K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
37+ 35.58% |
$10.6K - $13.4K
|
141
$70.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
36+ 4.68% |
$10.3K - $13.1K
|
806
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
34+ 3.75% |
$9.75K - $12.3K
|
940
$473K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34New |
$9.75K - $12.3K
|
34
$17.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
31New |
$8.89K - $11.2K
|
31
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
30+ 0.78% |
$8.6K - $10.9K
|
3.87K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
29+ 1.97% |
$8.31K - $10.5K
|
1.5K
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
28+ 1.73% |
$8.03K - $10.2K
|
1.64K
$826K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27+ 1350.0% |
$7.74K - $9.79K
|
29
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27+ 0.04% |
$7.74K - $9.79K
|
76.7K
$38.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
26New |
$7.45K - $9.43K
|
26
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
26+ 1.79% |
$7.45K - $9.43K
|
1.48K
$745K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$7.17K - $9.07K
|
25
$12.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 1.1% |
$7.17K - $9.07K
|
2.3K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$7.17K - $9.07K
|
25
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25+ 45.45% |
$7.17K - $9.07K
|
80
$40.3K
|