A detailed history of Regent Peak Wealth Advisors LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 981 shares of SPGI stock, worth $440,900. This represents 0.11% of its overall portfolio holdings.

Number of Shares
981
Previous 966 1.55%
Holding current value
$440,900
Previous $425,000 1.88%
% of portfolio
0.11%
Previous 0.12%

Shares

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

May 01, 2024

BUY
$418.48 - $459.72 $6,277 - $6,895
15 Added 1.55%
981 $417,000
Q4 2023

Jan 23, 2024

BUY
$342.48 - $441.84 $3,767 - $4,860
11 Added 1.15%
966 $425,000
Q3 2023

Nov 03, 2023

BUY
$363.06 - $428.41 $9,439 - $11,138
26 Added 2.8%
955 $348,000
Q2 2023

Jul 19, 2023

BUY
$338.83 - $400.89 $4,743 - $5,612
14 Added 1.53%
929 $372,000
Q1 2023

Apr 24, 2023

BUY
$324.79 - $383.16 $5,521 - $6,513
17 Added 1.89%
915 $315,000
Q4 2022

Feb 08, 2023

SELL
$286.62 - $362.67 $8,311 - $10,517
-29 Reduced 3.13%
898 $300,000
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $1,832 - $2,359
6 Added 0.65%
927 $283,000
Q2 2022

Aug 11, 2022

SELL
$316.03 - $414.99 $7,900 - $10,374
-25 Reduced 2.64%
921 $310,000
Q1 2022

May 03, 2022

BUY
$373.37 - $461.1 $97,076 - $119,886
260 Added 37.9%
946 $388,000
Q4 2021

Feb 11, 2022

BUY
$415.85 - $478.97 $8,317 - $9,579
20 Added 3.0%
686 $324,000
Q3 2021

Nov 08, 2021

BUY
$408.95 - $454.05 $2,453 - $2,724
6 Added 0.91%
666 $283,000
Q2 2021

Aug 16, 2021

BUY
$361.2 - $412.36 $7,585 - $8,659
21 Added 3.29%
660 $283,000
Q1 2021

Apr 28, 2021

BUY
$305.95 - $361.74 $10,096 - $11,937
33 Added 5.45%
639 $225,000
Q4 2020

Feb 12, 2021

BUY
$313.63 - $364.97 $2,509 - $2,919
8 Added 1.34%
606 $199,000
Q3 2020

Nov 04, 2020

BUY
$333.25 - $378.41 $199,283 - $226,289
598 New
598 $216,000

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 $146B
  • 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 Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.