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 1,018 shares of SPGI stock, worth $512,054. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,018
Previous 1,004 1.39%
Holding current value
$512,054
Previous $447,000 17.45%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$446.32 - $527.38 $6,248 - $7,383
14 Added 1.39%
1,018 $525,000
Q2 2024

Aug 14, 2024

BUY
$408.56 - $448.91 $9,396 - $10,324
23 Added 2.34%
1,004 $447,000
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 $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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