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 4,969 shares of SPGI stock, worth $2.51 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,969
Previous 4,994 0.5%
Holding current value
$2.51 Million
Previous $2.23 Million 15.27%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 12, 2024

SELL
$446.32 - $527.38 $11,158 - $13,184
-25 Reduced 0.5%
4,969 $2.57 Million
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 $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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.