A detailed history of Polaris Wealth Advisory Group, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 4,233 shares of SPGI stock, worth $2.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,233
Holding current value
$2.08 Million
% of portfolio
0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$363.06 - $428.41 $1.54 Million - $1.81 Million
4,233 New
4,233 $1.55 Million
Q1 2022

Apr 19, 2022

SELL
$373.37 - $461.1 $22,775 - $28,127
-61 Reduced 1.4%
4,283 $1.78 Million
Q3 2021

Oct 18, 2021

SELL
$408.95 - $454.05 $30.9 Million - $34.3 Million
-75,481 Reduced 94.56%
4,344 $1.88 Million
Q2 2021

Jul 23, 2021

BUY
$361.2 - $412.36 $19.2 Million - $21.9 Million
53,074 Added 198.4%
79,825 $32.9 Million
Q1 2021

Apr 19, 2021

BUY
$305.95 - $361.74 $6.87 Million - $8.13 Million
22,468 Added 524.59%
26,751 $9.87 Million
Q3 2020

Oct 15, 2020

SELL
$333.25 - $378.41 $107,306 - $121,848
-322 Reduced 6.99%
4,283 $1.56 Million
Q1 2020

Apr 09, 2020

BUY
$192.05 - $311.16 $9,602 - $15,558
50 Added 1.1%
4,605 $1.13 Million
Q4 2019

Jan 29, 2020

SELL
$236.44 - $274.38 $2,600 - $3,018
-11 Reduced 0.24%
4,555 $1.36 Million
Q3 2019

Oct 09, 2019

BUY
$231.48 - $267.75 $2,777 - $3,213
12 Added 0.26%
4,566 $1.08 Million
Q2 2019

Jul 25, 2019

SELL
$208.68 - $231.28 $221,200 - $245,156
-1,060 Reduced 18.88%
4,554 $1.06 Million
Q1 2019

Apr 09, 2019

SELL
$164.37 - $210.55 $73,802 - $94,536
-449 Reduced 7.41%
5,614 $1.2 Million
Q4 2018

Jan 17, 2019

SELL
$159.0 - $199.41 $15.7 Million - $19.7 Million
-98,596 Reduced 94.21%
6,063 $1.03 Million
Q3 2018

Oct 19, 2018

SELL
$195.39 - $214.78 $1.73 Million - $1.9 Million
-8,859 Reduced 7.8%
104,659 $20.4 Million
Q2 2018

Jul 09, 2018

SELL
$186.63 - $208.68 $802,322 - $897,115
-4,299 Reduced 3.65%
113,518 $21.7 Million
Q1 2018

Apr 09, 2018

BUY
$166.36 - $195.96 $889,693 - $1.05 Million
5,348 Added 4.76%
117,817 $22.5 Million
Q4 2017

Feb 13, 2018

BUY
$155.5 - $172.57 $386,417 - $428,836
2,485 Added 2.26%
112,469 $19.1 Million
Q3 2017

Nov 01, 2017

SELL
$148.28 - $156.82 $326,216 - $345,004
-2,200 Reduced 1.96%
109,984 $17.2 Million
Q2 2017

Aug 09, 2017

BUY
N/A
112,184
112,184 $16.4 Million

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
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