A detailed history of Robertson Stephens Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,994 shares of SPGI stock, worth $2.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,994
Previous 4,838 3.22%
Holding current value
$2.43 Million
Previous $2.06 Million 8.21%
% of portfolio
0.11%
Previous 0.1%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$408.56 - $448.91 $63,735 - $70,029
156 Added 3.22%
4,994 $2.23 Million
Q1 2024

May 15, 2024

SELL
$418.48 - $459.72 $28,875 - $31,720
-69 Reduced 1.41%
4,838 $2.06 Million
Q4 2023

Feb 06, 2024

BUY
$342.48 - $441.84 $5,822 - $7,511
17 Added 0.35%
4,907 $2.16 Million
Q3 2023

Nov 13, 2023

SELL
$363.06 - $428.41 $12,707 - $14,994
-35 Reduced 0.71%
4,890 $1.79 Million
Q2 2023

Aug 11, 2023

SELL
$338.83 - $400.89 $19,652 - $23,251
-58 Reduced 1.16%
4,925 $1.97 Million
Q1 2023

May 11, 2023

SELL
$324.79 - $383.16 $68,855 - $81,229
-212 Reduced 4.08%
4,983 $1.72 Million
Q4 2022

Feb 14, 2023

BUY
$286.62 - $362.67 $2,866 - $3,626
10 Added 0.19%
5,195 $1.74 Million
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $14,656 - $18,873
48 Added 0.93%
5,185 $1.58 Million
Q2 2022

Aug 12, 2022

SELL
$316.03 - $414.99 $11,693 - $15,354
-37 Reduced 0.72%
5,137 $1.73 Million
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $73,553 - $90,836
197 Added 3.96%
5,174 $2.12 Million
Q4 2021

Feb 14, 2022

BUY
$415.85 - $478.97 $29,109 - $33,527
70 Added 1.43%
4,977 $2.35 Million
Q3 2021

Nov 10, 2021

SELL
$408.95 - $454.05 $35,987 - $39,956
-88 Reduced 1.76%
4,907 $2.08 Million
Q2 2021

Aug 17, 2021

BUY
$361.2 - $412.36 $57,792 - $65,977
160 Added 3.31%
4,995 $2.05 Million
Q1 2021

May 07, 2021

BUY
$305.95 - $361.74 $5,507 - $6,511
18 Added 0.37%
4,835 $1.71 Million
Q4 2020

Feb 10, 2021

SELL
$313.63 - $364.97 $27,285 - $31,752
-87 Reduced 1.77%
4,817 $1.58 Million
Q3 2020

Nov 10, 2020

SELL
$333.25 - $378.41 $8,997 - $10,217
-27 Reduced 0.55%
4,904 $1.77 Million
Q2 2020

Aug 12, 2020

BUY
$234.33 - $333.38 $921,151 - $1.31 Million
3,931 Added 393.1%
4,931 $1.62 Million
Q1 2020

May 01, 2020

BUY
$192.05 - $311.16 $192,050 - $311,160
1,000 New
1,000 $245,000

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 $159B
  • 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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