A detailed history of Epic Trust Investment Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 850 shares of SPGI stock, worth $418,038. This represents 0.45% of its overall portfolio holdings.

Number of Shares
850
Previous 818 3.91%
Holding current value
$418,038
Previous $348,000 8.91%
% of portfolio
0.45%
Previous 0.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$408.56 - $448.91 $13,073 - $14,365
32 Added 3.91%
850 $379,000
Q1 2024

Apr 19, 2024

BUY
$418.48 - $459.72 $3,347 - $3,677
8 Added 0.99%
818 $348,000
Q4 2023

Feb 05, 2024

SELL
$342.48 - $441.84 $6,849 - $8,836
-20 Reduced 2.41%
810 $356,000
Q3 2023

Oct 16, 2023

BUY
$363.06 - $428.41 $363 - $428
1 Added 0.12%
830 $303,000
Q2 2023

Jul 24, 2023

SELL
$338.83 - $400.89 $105,714 - $125,077
-312 Reduced 27.34%
829 $332,000
Q1 2023

May 09, 2023

SELL
$324.79 - $383.16 $166,617 - $196,561
-513 Reduced 31.02%
1,141 $393,000
Q4 2022

Feb 14, 2023

SELL
$286.62 - $362.67 $8,311 - $10,517
-29 Reduced 1.72%
1,654 $544,000
Q3 2022

Nov 07, 2022

BUY
$305.35 - $393.2 $513,904 - $661,755
1,683 New
1,683 $514,000

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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