A detailed history of Wealth Plan Partners, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,622 shares of SPGI stock, worth $3.92 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,622
Previous 7,230 5.42%
Holding current value
$3.92 Million
Previous $3.08 Billion 10.51%
% of portfolio
0.36%
Previous 0.32%

Shares

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

Aug 09, 2024

BUY
$408.56 - $448.91 $160,155 - $175,972
392 Added 5.42%
7,622 $3.4 Billion
Q1 2024

May 07, 2024

BUY
$418.48 - $459.72 $704,720 - $774,168
1,684 Added 30.36%
7,230 $3.08 Billion
Q4 2023

Jan 05, 2024

BUY
$342.48 - $441.84 $57,879 - $74,670
169 Added 3.14%
5,546 $2.44 Billion
Q3 2023

Nov 01, 2023

BUY
$363.06 - $428.41 $1.21 Million - $1.42 Million
3,321 Added 161.53%
5,377 $1.96 Billion
Q2 2023

Jul 31, 2023

SELL
$338.83 - $400.89 $993,788 - $1.18 Million
-2,933 Reduced 58.79%
2,056 $824 Million
Q1 2023

May 10, 2023

SELL
$324.79 - $383.16 $1.15 Million - $1.36 Million
-3,550 Reduced 41.57%
4,989 $1.72 Billion
Q4 2022

Feb 16, 2023

SELL
$286.62 - $362.67 $110,348 - $139,627
-385 Reduced 4.31%
8,539 $3.12 Billion
Q1 2022

May 03, 2022

BUY
$373.37 - $461.1 $1.36 Million - $1.67 Million
3,631 Added 68.6%
8,924 $3.36 Million
Q4 2021

Feb 01, 2022

BUY
$415.85 - $478.97 $221,232 - $254,812
532 Added 11.17%
5,293 $2.2 Million
Q3 2021

Dec 09, 2021

BUY
$408.95 - $454.05 $78,927 - $87,631
193 Added 4.23%
4,761 $2.02 Million
Q2 2021

Aug 19, 2021

BUY
$361.2 - $412.36 $361,200 - $412,360
1,000 Added 28.03%
4,568 $1.98 Million
Q1 2021

May 11, 2021

BUY
$305.95 - $361.74 $1.09 Million - $1.29 Million
3,568 New
3,568 $1.42 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 $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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