A detailed history of Heritage Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,076 shares of SPGI stock, worth $536,117. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,076
Previous 1,173 8.27%
Holding current value
$536,117
Previous $499,000 4.01%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Jul 30, 2024

SELL
$408.56 - $448.91 $39,630 - $43,544
-97 Reduced 8.27%
1,076 $479,000
Q1 2024

Apr 25, 2024

SELL
$418.48 - $459.72 $2,929 - $3,218
-7 Reduced 0.59%
1,173 $499,000
Q4 2023

Feb 06, 2024

SELL
$342.48 - $441.84 $1.37 Million - $1.77 Million
-4,010 Reduced 77.26%
1,180 $519,000
Q4 2022

Feb 13, 2023

BUY
$286.62 - $362.67 $762,409 - $964,702
2,660 Added 105.14%
5,190 $1.74 Million
Q3 2022

Nov 14, 2022

SELL
$305.35 - $393.2 $5,801 - $7,470
-19 Reduced 0.75%
2,530 $772,000
Q2 2022

Aug 15, 2022

SELL
$316.03 - $414.99 $15,485 - $20,334
-49 Reduced 1.89%
2,549 $859,000
Q1 2022

Aug 15, 2022

BUY
$373.37 - $461.1 $545,493 - $673,667
1,461 Added 128.5%
2,598 $1.07 Million
Q3 2021

Nov 10, 2021

BUY
$408.95 - $454.05 $65,432 - $72,648
160 Added 16.38%
1,137 $483,000
Q2 2021

Aug 11, 2021

BUY
$361.2 - $412.36 $16,615 - $18,968
46 Added 4.94%
977 $401,000
Q1 2021

Jul 16, 2021

BUY
$305.95 - $361.74 $284,839 - $336,779
931 New
931 $329,000

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 $162B
  • 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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