Purchases and Sales Made in Q4 2021 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 2021. 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 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
21New |
$8.73K - $10.1K
|
21
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.73K - $10.1K
|
21
$10.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21+ 4.42% |
$8.73K - $10.1K
|
496
$259K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
20+ 1.12% |
$8.32K - $9.58K
|
1.81K
$942K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
20+ 0.53% |
$8.32K - $9.58K
|
3.77K
$1.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
20+ 1.66% |
$8.32K - $9.58K
|
1.22K
$638K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 222.22% |
$8.32K - $9.58K
|
29
$15.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
20+ 0.12% |
$8.32K - $9.58K
|
16.5K
$8.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 3.0% |
$8.32K - $9.58K
|
686
$358K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 3.27% |
$8.32K - $9.58K
|
631
$329K
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
20+ 0.53% |
$8.32K - $9.58K
|
3.77K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
19+ 2.21% |
$7.9K - $9.1K
|
878
$458K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19+ 3.27% |
$7.9K - $9.1K
|
600
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19+ 1.26% |
$7.9K - $9.1K
|
1.53K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19+ 1.66% |
$7.9K - $9.1K
|
1.16K
$605K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
18+ 1.12% |
$7.49K - $8.62K
|
1.63K
$848K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
18New |
$7.49K - $8.62K
|
18
$9.39K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
18New |
$7.49K - $8.62K
|
18
$9.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 0.09% |
$7.49K - $8.62K
|
19K
$9.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
17New |
$7.07K - $8.14K
|
17
$8.86K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
16+ 2.96% |
$6.65K - $7.66K
|
556
$290K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
16+ 2.64% |
$6.65K - $7.66K
|
621
$324K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 0.99% |
$6.65K - $7.66K
|
1.63K
$848K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
15+ 0.39% |
$6.24K - $7.18K
|
3.84K
$2M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
15New |
$6.24K - $7.18K
|
15
$7.82K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
15+ 375.0% |
$6.24K - $7.18K
|
19
$9.91K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
14+ 1.75% |
$5.82K - $6.71K
|
814
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14New |
$5.82K - $6.71K
|
14
$7.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
13New |
$5.41K - $6.23K
|
13
$6.78K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 19.12% |
$5.41K - $6.23K
|
81
$42.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
13+ 1.87% |
$5.41K - $6.23K
|
707
$369K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 5.91% |
$4.99K - $5.75K
|
215
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12+ 0.49% |
$4.99K - $5.75K
|
2.45K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
11+ 0.03% |
$4.57K - $5.27K
|
33.4K
$17.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.1% |
$4.57K - $5.27K
|
11K
$5.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 12.82% |
$4.16K - $4.79K
|
88
$45.9K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
10+ 1.87% |
$4.16K - $4.79K
|
545
$284K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.08% |
$4.16K - $4.79K
|
12.1K
$6.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$3.74K - $4.31K
|
9
$4.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$3.74K - $4.31K
|
9
$4.69K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$3.74K - $4.31K
|
9
$4.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.1% |
$3.33K - $3.83K
|
8.41K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 1.06% |
$3.33K - $3.83K
|
760
$396K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
8New |
$3.33K - $3.83K
|
8
$4.17K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$3.33K - $3.83K
|
8
$4.17K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
7+ 0.35% |
$2.91K - $3.35K
|
2.01K
$1.05M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7New |
$2.91K - $3.35K
|
7
$3.65K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$2.91K - $3.35K
|
7
$3.65K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7+ 0.43% |
$2.91K - $3.35K
|
1.64K
$857K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.5K - $2.87K
|
6
$3.13K
|