A detailed history of Wealthsource Partners, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,583 shares of SPGI stock, worth $1.84 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,583
Previous 3,647 1.75%
Holding current value
$1.84 Million
Previous $1.33 Million 18.47%
% of portfolio
0.1%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$342.48 - $441.84 $21,918 - $28,277
-64 Reduced 1.75%
3,583 $1.58 Million
Q3 2023

Nov 09, 2023

BUY
$363.06 - $428.41 $22,509 - $26,561
62 Added 1.73%
3,647 $1.33 Million
Q2 2023

Aug 14, 2023

BUY
$338.83 - $400.89 $613,282 - $725,610
1,810 Added 101.97%
3,585 $1.44 Million
Q1 2023

May 15, 2023

SELL
$324.79 - $383.16 $3,572 - $4,214
-11 Reduced 0.62%
1,775 $611,000
Q4 2022

Feb 09, 2023

BUY
$286.62 - $362.67 $17,197 - $21,760
60 Added 3.48%
1,786 $598,000
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $72,673 - $93,581
238 Added 15.99%
1,726 $527,000
Q2 2022

Aug 10, 2022

SELL
$316.03 - $414.99 $80,271 - $105,407
-254 Reduced 14.58%
1,488 $502,000
Q1 2022

May 09, 2022

BUY
$373.37 - $461.1 $13,067 - $16,138
35 Added 2.05%
1,742 $715,000
Q4 2021

Feb 14, 2022

BUY
$415.85 - $478.97 $77,763 - $89,567
187 Added 12.3%
1,707 $806,000
Q3 2021

Nov 18, 2021

SELL
$408.95 - $454.05 $4,089 - $4,540
-10 Reduced 0.65%
1,520 $646,000
Q2 2021

Nov 18, 2021

SELL
$361.2 - $412.36 $130,032 - $148,449
-360 Reduced 19.05%
1,530 $628,000
Q1 2021

Jun 21, 2021

SELL
$305.95 - $361.74 $17,439 - $20,619
-57 Reduced 2.93%
1,890 $667,000
Q4 2020

Feb 12, 2021

BUY
$313.63 - $364.97 $11,917 - $13,868
38 Added 1.99%
1,947 $640,000
Q3 2020

Nov 16, 2020

SELL
$333.25 - $378.41 $370,907 - $421,170
-1,113 Reduced 36.83%
1,909 $688,000
Q2 2020

Aug 17, 2020

SELL
$234.33 - $333.38 $23,433 - $33,338
-100 Reduced 3.2%
3,022 $996,000
Q1 2020

May 12, 2020

BUY
$192.05 - $311.16 $92,376 - $149,667
481 Added 18.21%
3,122 $765,000
Q4 2019

Feb 12, 2020

BUY
$236.44 - $274.38 $624,438 - $724,637
2,641 New
2,641 $721,000
Q4 2018

Feb 06, 2019

SELL
$159.0 - $199.41 $165,837 - $207,984
-1,043 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$195.39 - $214.78 $203,791 - $224,015
1,043 New
1,043 $204,000

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 $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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