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 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.52KNew |
$435K - $550K
|
1.52K
$780K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.51KNew |
$431K - $546K
|
1.51K
$774K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
1.5K+ 16.12% |
$430K - $544K
|
10.8K
$5.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1.5K+ 17.65% |
$430K - $544K
|
10K
$5.14M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.47KNew |
$420K - $531K
|
1.47K
$754K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.46K+ 0.1% |
$418K - $529K
|
1.41M
$728M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 89.24% |
$418K - $529K
|
3.1K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.45K+ 8.7% |
$416K - $526K
|
18.1K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.42K+ 21.43% |
$407K - $515K
|
8.05K
$4.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.38K+ 6.71% |
$394K - $499K
|
21.9K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.36KNew |
$389K - $492K
|
1.36K
$698K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.33K+ 5.44% |
$382K - $483K
|
25.8K
$13.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.33K+ 0.44% |
$380K - $481K
|
306K
$157M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.32K+ 129.89% |
$379K - $479K
|
2.34K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.31K+ 309.43% |
$376K - $476K
|
1.74K
$893K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.3KNew |
$371K - $470K
|
1.3K
$667K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 3.79% |
$371K - $470K
|
35.5K
$18.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.3K+ 40.92% |
$371K - $470K
|
4.46K
$2.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.29K+ 119.61% |
$371K - $469K
|
2.37K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.29K+ 20.3% |
$371K - $469K
|
7.66K
$3.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Ninepoint Partners LP
|
BUY
|
- |
1.29KNew |
$370K - $468K
|
1.29K
$664K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.27K+ 80.83% |
$365K - $462K
|
2.85K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.26K+ 9.48% |
$361K - $457K
|
14.5K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.24K+ 35.46% |
$356K - $450K
|
4.75K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 99.12% |
$355K - $449K
|
2.49K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$354K - $448K
|
1.23K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.22K+ 19.73% |
$351K - $444K
|
7.42K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.22KNew |
$349K - $442K
|
1.22K
$627K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.21K+ 8.15% |
$348K - $440K
|
16.1K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.21KNew |
$346K - $437K
|
1.21K
$620K
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.18KNew |
$337K - $426K
|
1.18K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.17KNew |
$336K - $425K
|
1.17K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.14K+ 10.44% |
$326K - $412K
|
12K
$6.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.12K+ 0.97% |
$320K - $405K
|
116K
$59.6M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
1.11K+ 0.69% |
$317K - $401K
|
160K
$82.4M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1K+ 33.78% |
$316K - $399K
|
4.36K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 110.0% |
$315K - $399K
|
2.1K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 1.2% |
$313K - $396K
|
91.9K
$47.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.09KNew |
$313K - $396K
|
1.09K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.09KNew |
$312K - $395K
|
1.09K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.08KNew |
$310K - $392K
|
1.08K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.08K+ 0.79% |
$309K - $391K
|
137K
$70.7M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.07KNew |
$306K - $388K
|
1.07K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
1.06K+ 3.9% |
$302K - $383K
|
28.1K
$14.5M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.05K+ 28.89% |
$302K - $382K
|
4.7K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.04K+ 141.27% |
$299K - $379K
|
1.78K
$917K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.04KNew |
$298K - $377K
|
1.04K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 0.24% |
$297K - $376K
|
441K
$227M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.01K+ 4.67% |
$289K - $366K
|
22.6K
$11.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.01KNew |
$289K - $366K
|
1.01K
$519K
|