A detailed history of Institutional & Family Asset Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 107 shares of SPGI stock, worth $52,623. This represents 0.01% of its overall portfolio holdings.

Number of Shares
107
Previous 94 13.83%
Holding current value
$52,623
Previous $39,000 20.51%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 05, 2024

BUY
$408.56 - $448.91 $5,311 - $5,835
13 Added 13.83%
107 $47,000
Q1 2024

May 08, 2024

SELL
$418.48 - $459.72 $3,766 - $4,137
-9 Reduced 8.74%
94 $39,000
Q3 2023

Nov 13, 2023

SELL
$363.06 - $428.41 $2,178 - $2,570
-6 Reduced 5.5%
103 $37,000
Q2 2023

Aug 09, 2023

SELL
$338.83 - $400.89 $1,016 - $1,202
-3 Reduced 2.68%
109 $43,000
Q1 2023

May 08, 2023

SELL
$324.79 - $383.16 $3,897 - $4,597
-12 Reduced 9.68%
112 $38,000
Q2 2022

Aug 08, 2022

BUY
$316.03 - $414.99 $6,004 - $7,884
19 Added 18.1%
124 $42,000
Q1 2022

May 11, 2022

BUY
$373.37 - $461.1 $39,203 - $48,415
105 New
105 $43,000
Q1 2021

May 06, 2021

SELL
$305.95 - $361.74 $3,059 - $3,617
-10 Closed
0 $0
Q3 2020

Oct 30, 2020

SELL
$333.25 - $378.41 $201,616 - $228,938
-605 Reduced 98.37%
10 $4,000
Q2 2020

Aug 14, 2020

BUY
$234.33 - $333.38 $2,343 - $3,333
10 Added 1.65%
615 $203,000
Q1 2020

May 14, 2020

BUY
$192.05 - $311.16 $4,801 - $7,779
25 Added 4.31%
605 $148,000
Q4 2019

Feb 14, 2020

SELL
$236.44 - $274.38 $5,911 - $6,859
-25 Reduced 4.13%
580 $158,000
Q3 2019

Nov 14, 2019

BUY
$231.48 - $267.75 $6,944 - $8,032
30 Added 5.22%
605 $148,000
Q2 2019

Aug 14, 2019

BUY
$208.68 - $231.28 $38,605 - $42,786
185 Added 47.44%
575 $131,000
Q1 2019

May 13, 2019

BUY
$164.37 - $210.55 $64,104 - $82,114
390 New
390 $82,000
Q4 2018

Feb 14, 2019

SELL
$159.0 - $199.41 $43,725 - $54,837
-275 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$195.39 - $214.78 $21,688 - $23,840
111 Added 67.68%
275 $54,000
Q2 2018

Aug 13, 2018

SELL
$186.63 - $208.68 $2,612 - $2,921
-14 Reduced 7.87%
164 $33,000
Q1 2018

May 14, 2018

BUY
$166.36 - $195.96 $29,612 - $34,880
178 New
178 $34,000

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
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.