A detailed history of Icon Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,240 shares of SPGI stock, worth $617,830. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,240
Previous 3,483 64.4%
Holding current value
$617,830
Previous $1.55 Million 58.79%
% of portfolio
0.02%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$446.32 - $527.38 $1 Million - $1.18 Million
2,244 Added 180.97%
3,484 $1.8 Million
Q3 2024

Nov 12, 2024

SELL
$446.32 - $527.38 $1 Million - $1.18 Million
-2,243 Reduced 64.4%
1,240 $640,000
Q2 2024

Aug 14, 2024

BUY
$408.56 - $448.91 $750,933 - $825,096
1,838 Added 111.73%
3,483 $1.55 Million
Q1 2024

May 15, 2024

BUY
$418.48 - $459.72 $555,741 - $610,508
1,328 Added 418.93%
1,645 $699,000
Q4 2023

Feb 14, 2024

SELL
$342.48 - $441.84 $422,620 - $545,230
-1,234 Reduced 79.56%
317 $139,000
Q4 2022

Feb 14, 2023

BUY
$286.62 - $362.67 $4,585 - $5,802
16 Added 1.04%
1,551 $519,000
Q3 2022

Jan 25, 2023

BUY
$305.35 - $393.2 $468,712 - $603,562
1,535 New
1,535 $469,000

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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.