A detailed history of Avantax Planning Partners, Inc. transactions in S&P Global Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 560 shares of SPGI stock, worth $275,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
560
Previous 466 20.17%
Holding current value
$275,413
Previous $207,000 39.61%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$446.32 - $527.38 $41,954 - $49,573
94 Added 20.17%
560 $289,000
Q2 2024

Aug 09, 2024

BUY
$408.56 - $448.91 $190,388 - $209,192
466 New
466 $207,000
Q2 2023

Jul 17, 2023

SELL
$338.83 - $400.89 $88,095 - $104,231
-260 Reduced 13.08%
1,728 $692,000
Q1 2023

Apr 20, 2023

SELL
$324.79 - $383.16 $8,444 - $9,962
-26 Reduced 1.29%
1,988 $685,000
Q4 2022

Feb 09, 2023

BUY
$286.62 - $362.67 $21,209 - $26,837
74 Added 3.81%
2,014 $674,000
Q3 2022

Oct 14, 2022

SELL
$305.35 - $393.2 $13,740 - $17,694
-45 Reduced 2.27%
1,940 $592,000
Q2 2022

Jul 18, 2022

SELL
$316.03 - $414.99 $3,476 - $4,564
-11 Reduced 0.55%
1,985 $669,000
Q1 2022

May 09, 2022

BUY
$373.37 - $461.1 $29,122 - $35,965
78 Added 4.07%
1,996 $819,000
Q4 2021

Jan 28, 2022

BUY
$415.85 - $478.97 $15,386 - $17,721
37 Added 1.97%
1,918 $905,000
Q3 2021

Oct 27, 2021

BUY
$408.95 - $454.05 $13,904 - $15,437
34 Added 1.84%
1,881 $799,000
Q2 2021

Aug 10, 2021

BUY
$361.2 - $412.36 $667,136 - $761,628
1,847 New
1,847 $758,000
Q4 2018

Feb 14, 2019

SELL
$159.0 - $199.41 $20,670 - $25,923
-130 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$195.39 - $214.78 $25,400 - $27,921
130 New
130 $25,000
Q2 2018

Aug 13, 2018

SELL
$186.63 - $208.68 $47,963 - $53,630
-257 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$166.36 - $195.96 $42,754 - $50,361
257 New
257 $49,000
Q4 2017

Feb 09, 2018

SELL
$155.5 - $172.57 $310,067 - $344,104
-1,994 Closed
0 $0
Q3 2017

Oct 19, 2017

BUY
$148.28 - $156.82 $295,670 - $312,699
1,994
1,994 $312,000

Others Institutions Holding SPGI

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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