Tci Wealth Advisors, Inc. S&P Global Inc. Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$324.79 - $383.16 $35,402 - $41,764	109 Added 40.98%	375 $129,000
Q4 2022 Feb 06, 2023	SELL	$286.62 - $362.67 $30,095 - $38,080	-105 Reduced 28.3%	266 $89,000
Q3 2022 Nov 08, 2022	BUY	$305.35 - $393.2 $1,832 - $2,359	6 Added 1.64%	371 $113,000
Q2 2022 Jul 19, 2022	BUY	$316.03 - $414.99 $316 - $414	1 Added 0.27%	365 $123,000
Q1 2022 Apr 29, 2022	BUY	$373.37 - $461.1 $22,402 - $27,666	60 Added 19.74%	364 $150,000
Q4 2021 Jan 24, 2022	BUY	$415.85 - $478.97 $13,307 - $15,327	32 Added 11.76%	304 $143,000
Q3 2021 Oct 29, 2021	BUY	$408.95 - $454.05 $408 - $454	1 Added 0.37%	272 $116,000
Q2 2021 Aug 02, 2021	SELL	$361.2 - $412.36 $361 - $412	-1 Reduced 0.37%	271 $111,000
Q1 2021 Apr 29, 2021	BUY	$305.95 - $361.74 $20,804 - $24,598	68 Added 33.33%	272 $96,000
Q2 2020 Jul 20, 2020	SELL	$234.33 - $333.38 $1,874 - $2,667	-8 Reduced 3.77%	204 $67,000
Q1 2020 Apr 14, 2020	SELL	$192.05 - $311.16 $31,496 - $51,030	-164 Reduced 43.62%	212 $52,000
Q4 2019 Jan 27, 2020	BUY	$236.44 - $274.38 $38,776 - $44,998	164 Added 77.36%	376 $103,000
Q2 2019 Jul 23, 2019	SELL	$208.68 - $231.28 $626 - $693	-3 Reduced 1.4%	212 $48,000
Q1 2019 Apr 11, 2019	SELL	$164.37 - $210.55 $3,780 - $4,842	-23 Reduced 9.66%	215 $45,000
Q4 2018 Jan 17, 2019	SELL	$159.0 - $199.41 $1,749 - $2,193	-11 Reduced 4.42%	238 $40,000
Q2 2018 Jul 27, 2018	BUY	$186.63 - $208.68 $3,732 - $4,173	20 Added 8.73%	249 $51,000
Q3 2017 Oct 24, 2017	SELL	$148.28 - $156.82 $6,969 - $7,370	-47 Reduced 17.03%	229 $36,000
Q2 2017 Aug 10, 2017	BUY	N/A	276	276 $40,000

Others Institutions Holding SPGI

# of Institutions

2,156

Shares Held

264M

Call Options Held

1.45M

Put Options Held

1.12M

Vanguard Group Inc Valley Forge, PA

29.6M
Shares

$15.2 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

25.8M
Shares

$13.3 Billion
0.26% of portfolio
State Street Corp Boston, MA

14M
Shares

$7.19 Billion
0.3% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

10.4M
Shares

$5.35 Billion
13.96% of portfolio
Wellington Management Group LLP Boston, MA

8.87M
Shares

$4.56 Billion
0.82% of portfolio

View Full List

About S&P Global Inc.

Ticker SPGI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 325,800,000
Market Cap $168B
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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