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 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
669New |
$192K - $243K
|
669
$337K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
660New |
$189K - $239K
|
660
$332K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
656New |
$188K - $238K
|
656
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
653New |
$187K - $237K
|
653
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
653+ 94.23% |
$187K - $237K
|
1.35K
$677K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
653New |
$187K - $237K
|
653
$329K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
653New |
$187K - $237K
|
653
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
646+ 1.83% |
$185K - $234K
|
36K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
643+ 29.99% |
$184K - $233K
|
2.79K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
641New |
$184K - $232K
|
641
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
640New |
$183K - $232K
|
640
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
634New |
$182K - $230K
|
634
$319K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
633New |
$181K - $230K
|
633
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
633New |
$181K - $230K
|
633
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
632+ 1.51% |
$181K - $229K
|
42.4K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
629New |
$180K - $228K
|
629
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
626New |
$179K - $227K
|
626
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
626+ 181.98% |
$179K - $227K
|
970
$488K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
624+ 3.66% |
$179K - $226K
|
17.7K
$8.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
620+ 43.27% |
$178K - $225K
|
2.05K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
619+ 4761.54% |
$177K - $224K
|
632
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
616New |
$177K - $223K
|
616
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
614New |
$176K - $223K
|
614
$309K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
612New |
$175K - $222K
|
612
$308K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
612New |
$175K - $222K
|
612
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
611New |
$175K - $222K
|
611
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
610New |
$175K - $221K
|
610
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
607New |
$174K - $220K
|
607
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
602+ 7.23% |
$173K - $218K
|
8.93K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
BUY
|
- |
600New |
$172K - $218K
|
600
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
600+ 19.8% |
$172K - $218K
|
3.63K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
590+ 22.74% |
$169K - $214K
|
3.19K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
587+ 5.56% |
$168K - $213K
|
11.2K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
582+ 25.84% |
$167K - $211K
|
2.83K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
577+ 3.7% |
$165K - $209K
|
16.2K
$8.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
572+ 2.22% |
$164K - $207K
|
26.4K
$13.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
564+ 1.15% |
$162K - $205K
|
49.5K
$24.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
561+ 11.27% |
$161K - $203K
|
5.54K
$2.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
555+ 61.67% |
$159K - $201K
|
1.46K
$732K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
543+ 39.64% |
$156K - $197K
|
1.91K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
536+ 0.63% |
$154K - $194K
|
85.1K
$42.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
534+ 4.72% |
$153K - $194K
|
11.8K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
526+ 35.09% |
$151K - $191K
|
2.03K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
507+ 43.82% |
$145K - $184K
|
1.66K
$837K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
507New |
$145K - $184K
|
507
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
504+ 0.37% |
$144K - $183K
|
138K
$69.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
494+ 16.35% |
$142K - $179K
|
3.52K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
482+ 5.22% |
$138K - $175K
|
9.71K
$4.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
469+ 9.51% |
$134K - $170K
|
5.4K
$2.72M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
441New |
$126K - $160K
|
441
$222K
|