A detailed history of Integrated Wealth Concepts LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,976 shares of SPGI stock, worth $2.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,976
Previous 4,047 1.75%
Holding current value
$2.01 Million
Previous $1.8 Million 13.86%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$446.32 - $527.38 $31,688 - $37,443
-71 Reduced 1.75%
3,976 $2.05 Million
Q2 2024

Aug 14, 2024

BUY
$408.56 - $448.91 $185,077 - $203,356
453 Added 12.6%
4,047 $1.8 Million
Q1 2024

May 15, 2024

BUY
$418.48 - $459.72 $126,799 - $139,295
303 Added 9.21%
3,594 $1.53 Million
Q4 2023

Feb 13, 2024

SELL
$342.48 - $441.84 $639,752 - $825,357
-1,868 Reduced 36.21%
3,291 $1.45 Million
Q3 2023

Nov 15, 2023

BUY
$363.06 - $428.41 $7,261 - $8,568
20 Added 0.39%
5,159 $1.89 Million
Q2 2023

Aug 15, 2023

BUY
$338.83 - $400.89 $179,241 - $212,070
529 Added 11.48%
5,139 $2.06 Million
Q1 2023

May 03, 2023

BUY
$324.79 - $383.16 $774,624 - $913,836
2,385 Added 107.19%
4,610 $1.59 Million
Q4 2022

Feb 13, 2023

BUY
$286.62 - $362.67 $14,044 - $17,770
49 Added 2.25%
2,225 $745,000
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $43,665 - $56,227
143 Added 7.03%
2,176 $664,000
Q2 2022

Aug 08, 2022

SELL
$316.03 - $414.99 $249,347 - $327,427
-789 Reduced 27.96%
2,033 $685,000
Q1 2022

May 12, 2022

BUY
$373.37 - $461.1 $633,235 - $782,025
1,696 Added 150.62%
2,822 $1.16 Million
Q4 2021

Feb 15, 2022

BUY
$415.85 - $478.97 $75,684 - $87,172
182 Added 19.28%
1,126 $531,000
Q3 2021

Nov 15, 2021

BUY
$408.95 - $454.05 $80,972 - $89,901
198 Added 26.54%
944 $401,000
Q2 2021

Aug 13, 2021

BUY
$361.2 - $412.36 $37,203 - $42,473
103 Added 16.02%
746 $306,000
Q1 2021

May 13, 2021

SELL
$305.95 - $361.74 $765,180 - $904,711
-2,501 Reduced 79.55%
643 $227,000
Q4 2020

Feb 12, 2021

SELL
$313.63 - $364.97 $2,195 - $2,554
-7 Reduced 0.22%
3,144 $1.03 Million
Q3 2020

Nov 13, 2020

BUY
$333.25 - $378.41 $2,666 - $3,027
8 Added 0.25%
3,151 $1.14 Million
Q2 2020

Jul 30, 2020

BUY
$234.33 - $333.38 $100,058 - $142,353
427 Added 15.72%
3,143 $1.04 Million
Q1 2020

May 18, 2020

BUY
$192.05 - $311.16 $18,820 - $30,493
98 Added 3.74%
2,716 $665,000
Q4 2019

Feb 20, 2020

BUY
$236.44 - $274.38 $3,783 - $4,390
16 Added 0.61%
2,618 $715,000
Q3 2019

Nov 15, 2019

BUY
$231.48 - $267.75 $602,310 - $696,685
2,602 New
2,602 $637,000
Q2 2019

Aug 15, 2019

SELL
$208.68 - $231.28 $457,426 - $506,965
-2,192 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$164.37 - $210.55 $360,299 - $461,525
2,192 New
2,192 $462,000

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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