A detailed history of Forum Financial Management, LP transactions in S&P Global Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,505 shares of SPGI stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,505
Previous 2,505 -0.0%
Holding current value
$1.23 Million
Previous $1.12 Million 15.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 30, 2024

BUY
$408.56 - $448.91 $4,085 - $4,489
10 Added 0.4%
2,505 $1.12 Million
Q1 2024

May 09, 2024

SELL
$418.48 - $459.72 $418 - $459
-1 Reduced 0.04%
2,495 $1.06 Million
Q4 2023

Feb 07, 2024

BUY
$342.48 - $441.84 $42,467 - $54,788
124 Added 5.23%
2,496 $1.1 Million
Q3 2023

Nov 03, 2023

BUY
$363.06 - $428.41 $3,630 - $4,284
10 Added 0.42%
2,372 $866,000
Q2 2023

Jul 26, 2023

BUY
$338.83 - $400.89 $10,842 - $12,828
32 Added 1.37%
2,362 $946,000
Q1 2023

Apr 19, 2023

BUY
$324.79 - $383.16 $11,367 - $13,410
35 Added 1.53%
2,330 $803,000
Q4 2022

Jan 24, 2023

BUY
$286.62 - $362.67 $7,165 - $9,066
25 Added 1.1%
2,295 $0
Q3 2022

Nov 07, 2022

BUY
$305.35 - $393.2 $27,786 - $35,781
91 Added 4.18%
2,270 $693,000
Q2 2022

Aug 15, 2022

BUY
$316.03 - $414.99 $53,093 - $69,718
168 Added 8.35%
2,179 $734,000
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $509,276 - $628,940
1,364 Added 210.82%
2,011 $824,000
Q4 2021

Feb 18, 2022

BUY
$415.85 - $478.97 $269,054 - $309,893
647 New
647 $305,000

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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