A detailed history of Congress Wealth Management LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 465 shares of SPGI stock, worth $239,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465
Previous 475 2.11%
Holding current value
$239,223
Previous $211,000 13.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$446.32 - $527.38 $4,463 - $5,273
-10 Reduced 2.11%
465 $240,000
Q2 2024

Aug 13, 2024

BUY
$408.56 - $448.91 $194,066 - $213,232
475 New
475 $211,000
Q2 2022

Aug 11, 2022

SELL
$316.03 - $414.99 $17.4 Million - $22.9 Million
-55,136 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $10.7 Million - $13.2 Million
28,682 Added 108.42%
55,136 $22.6 Million
Q4 2021

Feb 04, 2022

BUY
$415.85 - $478.97 $11 Million - $12.7 Million
26,454 New
26,454 $12.5 Million

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 $168B
  • 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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