Insight Wealth Strategies, LLC S&P Global Inc. Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	SELL	$324.79 - $383.16 $44,171 - $52,109	-136 Reduced 2.46%	5,400 $1.86 Million
Q4 2022 Jan 06, 2023	BUY	$286.62 - $362.67 $28,088 - $35,541	98 Added 1.8%	5,536 $0
Q2 2022 Jul 01, 2022	SELL	$316.03 - $414.99 $53,725 - $70,548	-170 Reduced 3.03%	5,438 $1.83 Million
Q1 2022 Apr 12, 2022	BUY	$373.37 - $461.1 $81,768 - $100,980	219 Added 4.06%	5,608 $2.3 Million
Q4 2021 Jan 31, 2022	BUY	$415.85 - $478.97 $17,881 - $20,595	43 Added 0.8%	5,389 $2.54 Million
Q3 2021 Oct 28, 2021	BUY	$408.95 - $454.05 $13,086 - $14,529	32 Added 0.6%	5,346 $2.27 Million
Q2 2021 Aug 12, 2021	SELL	$361.2 - $412.36 $354,698 - $404,937	-982 Reduced 15.6%	5,314 $2.18 Million
Q1 2021 May 12, 2021	BUY	$305.95 - $361.74 $373,870 - $442,046	1,222 Added 24.08%	6,296 $2.22 Million
Q4 2020 Feb 05, 2021	BUY	$313.63 - $364.97 $107,261 - $124,819	342 Added 7.23%	5,074 $1.67 Million
Q3 2020 Oct 29, 2020	BUY	$333.25 - $378.41 $503,540 - $571,777	1,511 Added 46.91%	4,732 $1.71 Million
Q2 2020 Jul 31, 2020	BUY	$234.33 - $333.38 $141,769 - $201,694	605 Added 23.13%	3,221 $1.06 Million
Q1 2020 Apr 21, 2020	SELL	$192.05 - $311.16 $899,754 - $1.46 Million	-4,685 Reduced 64.17%	2,616 $641,000
Q4 2019 Feb 21, 2020	BUY	$236.44 - $274.38 $91,502 - $106,185	387 Added 5.6%	7,301 $1.99 Million
Q3 2019 Nov 06, 2019	BUY	$231.48 - $267.75 $198,146 - $229,194	856 Added 14.13%	6,914 $1.69 Million
Q2 2019 Aug 06, 2019	BUY	$208.68 - $231.28 $338,687 - $375,367	1,623 Added 36.6%	6,058 $1.38 Million
Q1 2019 Apr 24, 2019	BUY	$164.37 - $210.55 $42,736 - $54,743	260 Added 6.23%	4,435 $934,000
Q4 2018 Feb 12, 2019	BUY	$159.0 - $199.41 $663,825 - $832,536	4,175 New	4,175 $710,000

Others Institutions Holding SPGI

# of Institutions

2,113

Shares Held

264M

Call Options Held

1.46M

Put Options Held

1.12M

Vanguard Group Inc Valley Forge, PA

29.6M
Shares

$14.6 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

25.8M
Shares

$12.7 Billion
0.26% of portfolio
State Street Corp Boston, MA

14M
Shares

$6.87 Billion
0.3% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

10.4M
Shares

$5.11 Billion
13.96% of portfolio
Wellington Management Group LLP Boston, MA

8.87M
Shares

$4.36 Billion
0.82% of portfolio

View Full List

About S&P Global Inc.

Ticker SPGI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 325,800,000
Market Cap $160B
Description
S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...

More about SPGI

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