A detailed history of Institute For Wealth Management, Llc. transactions in S&P Global Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,604 shares of SPGI stock, worth $807,277. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,604
Previous 1,606 0.12%
Holding current value
$807,277
Previous $716,000 15.64%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$446.32 - $527.38 $892 - $1,054
-2 Reduced 0.12%
1,604 $828,000
Q2 2024

Jul 25, 2024

SELL
$408.56 - $448.91 $36,361 - $39,952
-89 Reduced 5.25%
1,606 $716,000
Q1 2024

Apr 30, 2024

BUY
$418.48 - $459.72 $218,028 - $239,514
521 Added 44.38%
1,695 $721,000
Q4 2023

Jan 31, 2024

BUY
$342.48 - $441.84 $5,479 - $7,069
16 Added 1.38%
1,174 $517,000
Q2 2023

Jul 25, 2023

SELL
$338.83 - $400.89 $9,148 - $10,824
-27 Reduced 2.28%
1,158 $464,000
Q1 2023

Apr 20, 2023

BUY
$324.79 - $383.16 $9,094 - $10,728
28 Added 2.42%
1,185 $408,000
Q4 2022

Feb 02, 2023

BUY
$286.62 - $362.67 $36,687 - $46,421
128 Added 12.44%
1,157 $387,000
Q1 2022

Apr 29, 2022

BUY
$373.37 - $461.1 $30,616 - $37,810
82 Added 8.66%
1,029 $422,000
Q4 2021

Jan 21, 2022

SELL
$415.85 - $478.97 $15,802 - $18,200
-38 Reduced 3.86%
947 $447,000
Q3 2021

Nov 15, 2021

BUY
$408.95 - $454.05 $74,428 - $82,637
182 Added 22.67%
985 $419,000
Q2 2021

Jul 21, 2021

BUY
$361.2 - $412.36 $31,424 - $35,875
87 Added 12.15%
803 $330,000
Q1 2021

May 04, 2021

BUY
$305.95 - $361.74 $219,060 - $259,005
716 New
716 $253,000

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 $164B
  • 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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