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 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.01KNew |
$289K - $366K
|
1.01K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.01K+ 12.39% |
$288K - $365K
|
9.13K
$4.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1K+ 20.41% |
$287K - $363K
|
5.9K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1KNew |
$287K - $363K
|
1K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
996New |
$285K - $361K
|
996
$521K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
983+ 44.89% |
$282K - $357K
|
3.17K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
956+ 63.86% |
$274K - $347K
|
2.45K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
954+ 110.8% |
$273K - $346K
|
1.82K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
936+ 0.35% |
$268K - $339K
|
270K
$141M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
926+ 8.7% |
$265K - $336K
|
11.6K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
924+ 10.36% |
$265K - $335K
|
9.84K
$5.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
921New |
$264K - $334K
|
921
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
914+ 76.1% |
$262K - $331K
|
2.12K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
912+ 3.94% |
$261K - $331K
|
24.1K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
897New |
$257K - $325K
|
897
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
874New |
$251K - $317K
|
874
$457K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
857+ 5.14% |
$246K - $311K
|
17.5K
$9.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
853+ 4.57% |
$244K - $309K
|
19.5K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
842New |
$241K - $305K
|
842
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
823New |
$236K - $298K
|
823
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
812New |
$233K - $294K
|
812
$425K
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
800New |
$229K - $290K
|
800
$418K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
800+ 12.08% |
$229K - $290K
|
7.42K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
797+ 17.75% |
$228K - $289K
|
5.29K
$2.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
793New |
$227K - $288K
|
793
$415K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
792+ 21.52% |
$227K - $287K
|
4.47K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
790New |
$226K - $287K
|
790
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
780+ 10.04% |
$224K - $283K
|
8.55K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
766+ 1.66% |
$220K - $278K
|
47K
$24.6M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
745New |
$214K - $270K
|
745
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
745+ 18.93% |
$214K - $270K
|
4.68K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
745+ 43.77% |
$214K - $270K
|
2.45K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
742New |
$213K - $269K
|
742
$388K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
740+ 11.16% |
$212K - $268K
|
7.37K
$3.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
738+ 18.55% |
$212K - $268K
|
4.72K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
723+ 10.47% |
$207K - $262K
|
7.63K
$3.99M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
723New |
$207K - $262K
|
723
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
712New |
$204K - $258K
|
712
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
710New |
$204K - $257K
|
710
$371K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
709New |
$203K - $257K
|
709
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
707New |
$203K - $256K
|
707
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
707New |
$203K - $256K
|
707
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
701New |
$201K - $254K
|
701
$367K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
698New |
$200K - $253K
|
698
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
698New |
$200K - $253K
|
698
$365K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
692+ 59.91% |
$198K - $251K
|
1.85K
$966K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
680New |
$195K - $247K
|
680
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
679+ 6.52% |
$195K - $246K
|
11.1K
$5.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
674New |
$193K - $244K
|
674
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
672New |
$193K - $244K
|
672
$351K
|