A detailed history of Icon Wealth Partners, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 325 shares of SPGI stock, worth $159,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
325
Previous 1,533 78.8%
Holding current value
$159,838
Previous $614,000 80.78%
% of portfolio
0.01%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$363.06 - $428.41 $438,576 - $517,519
-1,208 Reduced 78.8%
325 $118,000
Q1 2023

May 11, 2023

SELL
$324.79 - $383.16 $649 - $766
-2 Reduced 0.13%
1,533 $528,000
Q2 2022

Jul 19, 2022

SELL
$316.03 - $414.99 $2,212 - $2,904
-7 Reduced 0.45%
1,535 $517,000
Q1 2022

Apr 19, 2022

BUY
$373.37 - $461.1 $575,736 - $711,016
1,542 New
1,542 $633,000
Q4 2021

Jan 19, 2022

SELL
$415.85 - $478.97 $638,329 - $735,218
-1,535 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$305.95 - $361.74 $469,633 - $555,270
1,535 New
1,535 $542,000
Q2 2019

Aug 13, 2019

SELL
$208.68 - $231.28 $10,225 - $11,332
-49 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$164.37 - $210.55 $8,054 - $10,316
49 New
49 $10,000

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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