A detailed history of Ever Source Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 648 shares of SPGI stock, worth $324,330. This represents 0.02% of its overall portfolio holdings.

Number of Shares
648
Previous 441 46.94%
Holding current value
$324,330
Previous $196,000 70.41%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$446.32 - $527.38 $92,388 - $109,167
207 Added 46.94%
648 $334,000
Q2 2024

Aug 13, 2024

BUY
$408.56 - $448.91 $2,859 - $3,142
7 Added 1.61%
441 $196,000
Q1 2024

Jun 11, 2024

BUY
$418.48 - $459.72 $25,945 - $28,502
62 Added 16.67%
434 $184,000
Q4 2023

Feb 09, 2024

BUY
$342.48 - $441.84 $10,959 - $14,138
32 Added 9.41%
372 $163,000
Q3 2023

Nov 03, 2023

BUY
$363.06 - $428.41 $5,445 - $6,426
15 Added 4.62%
340 $124,000
Q2 2023

Aug 04, 2023

SELL
$338.83 - $400.89 $24,734 - $29,264
-73 Reduced 18.34%
325 $130,000
Q1 2023

May 11, 2023

BUY
$324.79 - $383.16 $1,623 - $1,915
5 Added 1.27%
398 $137,000
Q4 2022

Feb 09, 2023

SELL
$286.62 - $362.67 $30,668 - $38,805
-107 Reduced 21.4%
393 $131,000
Q3 2022

Nov 07, 2022

BUY
$305.35 - $393.2 $17,404 - $22,412
57 Added 12.87%
500 $152,000
Q2 2022

Aug 01, 2022

SELL
$316.03 - $414.99 $11,061 - $14,524
-35 Reduced 7.32%
443 $150,000
Q1 2022

May 25, 2022

BUY
$373.37 - $461.1 $34,723 - $42,882
93 Added 24.16%
478 $196,000
Q4 2021

Feb 07, 2022

BUY
$415.85 - $478.97 $160,102 - $184,403
385 New
385 $182,000

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 $163B
  • 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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