A detailed history of Ep Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 109,787 shares of SPGI stock, worth $57.4 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
109,787
Previous 105,910 3.66%
Holding current value
$57.4 Million
Previous $47.2 Million 20.08%
% of portfolio
0.5%
Previous 0.51%

Shares

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

Nov 14, 2024

BUY
$446.32 - $527.38 $1.73 Million - $2.04 Million
3,877 Added 3.66%
109,787 $56.7 Million
Q2 2024

Aug 19, 2024

BUY
$408.56 - $448.91 $1.57 Million - $1.72 Million
3,833 Added 3.76%
105,910 $47.2 Million
Q1 2024

May 14, 2024

BUY
$418.48 - $459.72 $1.21 Million - $1.33 Million
2,897 Added 2.92%
102,077 $43.4 Million
Q4 2023

Feb 28, 2024

BUY
$342.48 - $441.84 $646,602 - $834,193
1,888 Added 1.94%
99,180 $43.7 Million
Q3 2023

Nov 22, 2023

BUY
$363.06 - $428.41 $11.6 Million - $13.6 Million
31,821 Added 48.6%
97,292 $35.6 Million
Q2 2023

Aug 14, 2023

BUY
$338.83 - $400.89 $18.9 Million - $22.3 Million
55,747 Added 573.29%
65,471 $26.2 Million
Q1 2023

Jun 05, 2023

SELL
$324.79 - $383.16 $23.5 Million - $27.7 Million
-72,326 Reduced 88.15%
9,724 $3.35 Million
Q4 2022

Jun 12, 2023

BUY
$286.62 - $362.67 $22 Million - $27.9 Million
76,901 Added 790.84%
86,625 $29 Million
Q3 2022

Dec 02, 2022

BUY
$305.35 - $393.2 $1.03 Million - $1.32 Million
3,358 Added 4.27%
82,050 $25.1 Million
Q2 2022

Aug 11, 2022

BUY
$316.03 - $414.99 $1.31 Million - $1.72 Million
4,144 Added 5.56%
78,692 $26.5 Million
Q1 2022

May 20, 2022

BUY
$373.37 - $461.1 $1.52 Million - $1.87 Million
4,065 Added 5.77%
74,548 $30.6 Million
Q4 2021

Feb 17, 2022

BUY
$415.85 - $478.97 $476,979 - $549,378
1,147 Added 1.65%
70,483 $33.3 Million
Q3 2021

Nov 23, 2021

BUY
$408.95 - $454.05 $25 Million - $27.7 Million
61,092 Added 741.05%
69,336 $29.5 Million
Q3 2021

Nov 16, 2021

SELL
$408.95 - $454.05 $23.6 Million - $26.2 Million
-57,808 Reduced 87.52%
8,244 $29.5 Million
Q2 2021

Aug 24, 2021

BUY
$361.2 - $412.36 $1.7 Million - $1.94 Million
4,707 Added 7.67%
66,052 $27.1 Million
Q1 2021

May 17, 2021

BUY
$305.95 - $361.74 $1.87 Million - $2.21 Million
6,120 Added 11.08%
61,345 $21.6 Million
Q4 2020

Feb 18, 2021

BUY
$313.63 - $364.97 $986,052 - $1.15 Million
3,144 Added 6.04%
55,225 $18.2 Million
Q3 2020

Nov 17, 2020

SELL
$333.25 - $378.41 $220,278 - $250,129
-661 Reduced 1.25%
52,081 $18.8 Million
Q2 2020

Aug 14, 2020

SELL
$234.33 - $333.38 $442,415 - $629,421
-1,888 Reduced 3.46%
52,742 $17.4 Million
Q1 2020

May 18, 2020

SELL
$192.05 - $311.16 $183,599 - $297,468
-956 Reduced 1.72%
54,630 $13.4 Million
Q4 2019

Feb 14, 2020

SELL
$236.44 - $274.38 $194,353 - $225,540
-822 Reduced 1.46%
55,586 $15.2 Million
Q3 2019

Nov 18, 2019

SELL
$231.48 - $267.75 $497,913 - $575,930
-2,151 Reduced 3.67%
56,408 $13.8 Million
Q2 2019

Aug 27, 2019

SELL
$208.68 - $231.28 $321,367 - $356,171
-1,540 Reduced 2.56%
58,559 $13.3 Million
Q1 2019

May 20, 2019

BUY
$164.37 - $210.55 $170,451 - $218,340
1,037 Added 1.76%
60,099 $12.7 Million
Q4 2018

Feb 19, 2019

BUY
$159.0 - $199.41 $501,963 - $629,537
3,157 Added 5.65%
59,062 $10 Million
Q3 2018

Nov 15, 2018

SELL
$195.39 - $214.78 $63,892 - $70,233
-327 Reduced 0.58%
55,905 $10.9 Million
Q2 2018

Aug 14, 2018

SELL
$186.63 - $208.68 $416,744 - $465,982
-2,233 Reduced 3.82%
56,232 $11.5 Million
Q1 2018

May 15, 2018

SELL
$166.36 - $195.96 $107,801 - $126,982
-648 Reduced 1.1%
58,465 $11.2 Million
Q4 2017

Feb 15, 2018

BUY
$155.5 - $172.57 $239,159 - $265,412
1,538 Added 2.67%
59,113 $10 Million
Q3 2017

Nov 15, 2017

BUY
$148.28 - $156.82 $292,111 - $308,935
1,970 Added 3.54%
57,575 $9 Million
Q2 2017

Aug 17, 2017

BUY
N/A
55,605
55,605 $8.12 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 $170B
  • 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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