A detailed history of Wealth Plan Investment Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,367 shares of SPGI stock, worth $2.72 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,367
Previous 5,194 3.33%
Holding current value
$2.72 Million
Previous $2.21 Million 8.33%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Aug 09, 2024

BUY
$408.56 - $448.91 $70,680 - $77,661
173 Added 3.33%
5,367 $2.39 Million
Q1 2024

May 16, 2024

BUY
$418.48 - $459.72 $159,859 - $175,613
382 Added 7.94%
5,194 $2.21 Million
Q4 2023

Jan 05, 2024

BUY
$342.48 - $441.84 $133,909 - $172,759
391 Added 8.84%
4,812 $2.12 Million
Q3 2023

Nov 15, 2023

SELL
$363.06 - $428.41 $347,085 - $409,559
-956 Reduced 17.78%
4,421 $1.62 Million
Q3 2023

Nov 09, 2023

BUY
$363.06 - $428.41 $1.18 Million - $1.39 Million
3,238 Added 151.38%
5,377 $1.96 Million
Q2 2023

Aug 14, 2023

SELL
$338.83 - $400.89 $969,392 - $1.15 Million
-2,861 Reduced 57.22%
2,139 $857,000
Q2 2023

Jul 25, 2023

BUY
$338.83 - $400.89 $289,021 - $341,959
853 Added 20.57%
5,000 $2 Million
Q1 2023

May 08, 2023

SELL
$324.79 - $383.16 $1.43 Million - $1.68 Million
-4,392 Reduced 51.43%
4,147 $1.43 Million
Q4 2022

Feb 15, 2023

SELL
$286.62 - $362.67 $170,252 - $215,425
-594 Reduced 6.5%
8,539 $2.86 Million
Q3 2022

Dec 12, 2022

BUY
$305.35 - $393.2 $63,818 - $82,178
209 Added 2.34%
9,133 $3.21 Million
Q1 2022

Sep 07, 2022

BUY
$373.37 - $461.1 $3.33 Million - $4.11 Million
8,924 New
8,924 $3.36 Million

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 $165B
  • 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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