A detailed history of Legacy Financial Strategies, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,606 shares of SPGI stock, worth $3.04 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
6,606
Previous 6,629 0.35%
Holding current value
$3.04 Million
Previous $2.92 Million 3.77%
% of portfolio
0.73%
Previous 0.84%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$418.48 - $459.72 $9,625 - $10,573
-23 Reduced 0.35%
6,606 $2.81 Million
Q4 2023

Feb 01, 2024

SELL
$342.48 - $441.84 $10,274 - $13,255
-30 Reduced 0.45%
6,629 $2.92 Million
Q3 2023

Nov 13, 2023

BUY
$363.06 - $428.41 $79,873 - $94,250
220 Added 3.42%
6,659 $2.43 Million
Q2 2023

Jul 28, 2023

BUY
$338.83 - $400.89 $161,283 - $190,823
476 Added 7.98%
6,439 $2.58 Million
Q1 2023

May 10, 2023

BUY
$324.79 - $383.16 $182,856 - $215,719
563 Added 10.43%
5,963 $2.06 Million
Q4 2022

Feb 15, 2023

BUY
$286.62 - $362.67 $134,424 - $170,092
469 Added 9.51%
5,400 $1.81 Million
Q3 2022

Nov 08, 2022

BUY
$305.35 - $393.2 $148,705 - $191,488
487 Added 10.96%
4,931 $1.51 Million
Q2 2022

Aug 09, 2022

BUY
$316.03 - $414.99 $108,714 - $142,756
344 Added 8.39%
4,444 $1.5 Million
Q1 2022

May 06, 2022

BUY
$373.37 - $461.1 $68,700 - $84,842
184 Added 4.7%
4,100 $1.68 Million
Q4 2021

Jan 31, 2022

BUY
$415.85 - $478.97 $32,852 - $37,838
79 Added 2.06%
3,916 $1.85 Million
Q3 2021

Nov 15, 2021

BUY
$408.95 - $454.05 $67,885 - $75,372
166 Added 4.52%
3,837 $1.63 Million
Q2 2021

Aug 02, 2021

BUY
$361.2 - $412.36 $67,905 - $77,523
188 Added 5.4%
3,671 $1.51 Million
Q1 2021

May 07, 2021

BUY
$305.95 - $361.74 $88,725 - $104,904
290 Added 9.08%
3,483 $1.23 Million
Q4 2020

Feb 04, 2021

BUY
$313.63 - $364.97 $5,958 - $6,934
19 Added 0.6%
3,193 $1.05 Million
Q3 2020

Nov 03, 2020

SELL
$333.25 - $378.41 $79,980 - $90,818
-240 Reduced 7.03%
3,174 $1.15 Million
Q2 2020

Aug 14, 2020

SELL
$234.33 - $333.38 $21,089 - $30,004
-90 Reduced 2.57%
3,414 $1.13 Million
Q1 2020

May 04, 2020

SELL
$192.05 - $311.16 $38,986 - $63,165
-203 Reduced 5.48%
3,504 $859,000
Q4 2019

Jan 27, 2020

BUY
$236.44 - $274.38 $51,780 - $60,089
219 Added 6.28%
3,707 $1.01 Million
Q3 2019

Nov 01, 2019

BUY
$231.48 - $267.75 $34,259 - $39,627
148 Added 4.43%
3,488 $867,000
Q2 2019

Jul 15, 2019

BUY
$208.68 - $231.28 $19,198 - $21,277
92 Added 2.83%
3,340 $796,000
Q1 2019

May 08, 2019

BUY
$164.37 - $210.55 $67,062 - $85,904
408 Added 14.37%
3,248 $684,000
Q4 2018

Feb 15, 2019

BUY
$159.0 - $199.41 $6,360 - $7,976
40 Added 1.43%
2,840 $483,000
Q3 2018

Nov 14, 2018

BUY
$195.39 - $214.78 $105,315 - $115,766
539 Added 23.84%
2,800 $504,000
Q2 2018

Aug 14, 2018

BUY
$186.63 - $208.68 $41,431 - $46,326
222 Added 10.89%
2,261 $461,000
Q1 2018

May 14, 2018

BUY
$166.36 - $195.96 $339,208 - $399,562
2,039 New
2,039 $390,000

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 $150B
  • 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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