A detailed history of Kestra Private Wealth Services, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 20,269 shares of SPGI stock, worth $10.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,269
Previous 14,060 44.16%
Holding current value
$10.2 Million
Previous $6.27 Million 67.0%
% of portfolio
0.2%
Previous 0.13%

Shares

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

Nov 13, 2024

BUY
$446.32 - $527.38 $2.77 Million - $3.27 Million
6,209 Added 44.16%
20,269 $10.5 Million
Q2 2024

Aug 12, 2024

BUY
$408.56 - $448.91 $270,466 - $297,178
662 Added 4.94%
14,060 $6.27 Million
Q1 2024

May 02, 2024

BUY
$418.48 - $459.72 $574,154 - $630,735
1,372 Added 11.41%
13,398 $5.7 Million
Q4 2023

Feb 05, 2024

BUY
$342.48 - $441.84 $531,186 - $685,293
1,551 Added 14.81%
12,026 $5.3 Million
Q3 2023

Nov 07, 2023

BUY
$363.06 - $428.41 $306,422 - $361,578
844 Added 8.76%
10,475 $3.83 Million
Q2 2023

Aug 08, 2023

BUY
$338.83 - $400.89 $58,956 - $69,754
174 Added 1.84%
9,631 $3.86 Million
Q1 2023

May 12, 2023

BUY
$324.79 - $383.16 $821,069 - $968,628
2,528 Added 36.48%
9,457 $3.26 Million
Q4 2022

Jan 31, 2023

SELL
$286.62 - $362.67 $203,213 - $257,133
-709 Reduced 9.28%
6,929 $2.32 Million
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $336,190 - $432,913
1,101 Added 16.84%
7,638 $2.33 Million
Q2 2022

Aug 12, 2022

BUY
$316.03 - $414.99 $1.48 Million - $1.95 Million
4,688 Added 253.54%
6,537 $2.2 Million
Q1 2022

May 26, 2022

SELL
$373.37 - $461.1 $170,630 - $210,722
-457 Reduced 19.82%
1,849 $758,000
Q4 2021

Jan 21, 2022

BUY
$415.85 - $478.97 $417,929 - $481,364
1,005 Added 77.25%
2,306 $1.09 Million
Q3 2021

Oct 21, 2021

BUY
$408.95 - $454.05 $121,458 - $134,852
297 Added 29.58%
1,301 $552,000
Q2 2021

Jul 30, 2021

BUY
$361.2 - $412.36 $76,213 - $87,007
211 Added 26.61%
1,004 $412,000
Q1 2021

May 11, 2021

BUY
$305.95 - $361.74 $50,481 - $59,687
165 Added 26.27%
793 $279,000
Q4 2020

Jan 21, 2021

BUY
$313.63 - $364.97 $12,545 - $14,598
40 Added 6.8%
628 $203 Million
Q3 2020

Nov 09, 2020

BUY
$333.25 - $378.41 $195,951 - $222,505
588 New
588 $212,000

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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