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 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10+ 18.52% |
$2.87K - $3.63K
|
64
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
10+ 0.1% |
$2.87K - $3.63K
|
9.93K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.19% |
$2.87K - $3.63K
|
5.2K
$2.7M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$2.87K - $3.63K
|
10
$5.19K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
9New |
$2.58K - $3.26K
|
9
$4.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9New |
$2.58K - $3.26K
|
9
$4.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.07% |
$2.58K - $3.26K
|
850
$441K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.2% |
$2.29K - $2.9K
|
3.92K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 14.55% |
$2.29K - $2.9K
|
63
$32.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.56% |
$2.01K - $2.54K
|
1.25K
$647K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 17.95% |
$2.01K - $2.54K
|
46
$23.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6New |
$1.72K - $2.18K
|
6
$3.11K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 5.08% |
$1.72K - $2.18K
|
124
$64.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
6+ 0.43% |
$1.72K - $2.18K
|
1.4K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
6+ 2.31% |
$1.72K - $2.18K
|
266
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$1.72K - $2.18K
|
6
$3.11K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 6.25% |
$1.43K - $1.81K
|
85
$44.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.27% |
$1.15K - $1.45K
|
1.49K
$775K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4+ 0.38% |
$1.15K - $1.45K
|
1.05K
$544K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 3.7% |
$1.15K - $1.45K
|
112
$58.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3+ 0.26% |
$860 - $1.09K
|
1.17K
$607K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.45% |
$860 - $1.09K
|
669
$347K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 23.08% |
$860 - $1.09K
|
16
$8.31K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$860 - $1.09K
|
4.78K
$2.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3+ 0.05% |
$860 - $1.09K
|
6.17K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 4.29% |
$860 - $1.09K
|
73
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.34% |
$860 - $1.09K
|
227
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3New |
$860 - $1.09K
|
3
$1.56K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 4.44% |
$573 - $725
|
47
$24.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$573 - $725
|
10
$5.19K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.08% |
$287 - $363
|
1.23K
$638K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$287 - $363
|
996
$517K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$287 - $363
|
1.08K
$559K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$287 - $363
|
1
$519
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1New |
$287 - $363
|
1
$519
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 1.11% |
$287 - $363
|
91
$47.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$287 - $363
|
1.84K
$954K
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-1- 0.12% |
$287 - $363
|
815
$423K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.13% |
$287 - $363
|
772
$401K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1- 1.92% |
$287 - $363
|
51
$26.5K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$287 - $363
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2- 0.22% |
$573 - $725
|
927
$481K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 8.33% |
$573 - $725
|
22
$11.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.26% |
$573 - $725
|
756
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2- 3.17% |
$573 - $725
|
61
$31.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2- 0.12% |
$573 - $725
|
1.7K
$882K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 12.0% |
$860 - $1.09K
|
22
$11.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.47% |
$1.15K - $1.45K
|
839
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.54% |
$1.15K - $1.45K
|
734
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-4- 0.35% |
$1.15K - $1.45K
|
1.14K
$593K
|