A detailed history of Williams Jones Wealth Management, Llc. transactions in S&P Global Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 7,683 shares of SPGI stock, worth $3.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,683
Previous 7,569 1.51%
Holding current value
$3.85 Million
Previous $3.38 Million 17.6%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$446.32 - $527.38 $50,880 - $60,121
114 Added 1.51%
7,683 $3.97 Million
Q2 2024

Aug 05, 2024

BUY
$408.56 - $448.91 $40,856 - $44,891
100 Added 1.34%
7,569 $3.38 Million
Q1 2024

May 07, 2024

BUY
$418.48 - $459.72 $34,733 - $38,156
83 Added 1.12%
7,469 $3.18 Million
Q4 2023

Feb 14, 2024

SELL
$342.48 - $441.84 $6,849 - $8,836
-20 Reduced 0.27%
7,386 $3.25 Million
Q3 2023

Nov 14, 2023

SELL
$363.06 - $428.41 $21,420 - $25,276
-59 Reduced 0.79%
7,406 $2.71 Million
Q2 2023

Aug 14, 2023

BUY
$338.83 - $400.89 $196,182 - $232,115
579 Added 8.41%
7,465 $2.99 Million
Q1 2023

May 15, 2023

SELL
$324.79 - $383.16 $4,871 - $5,747
-15 Reduced 0.22%
6,886 $2.37 Million
Q4 2022

Feb 14, 2023

SELL
$286.62 - $362.67 $38,120 - $48,235
-133 Reduced 1.89%
6,901 $2.31 Million
Q3 2022

Nov 14, 2022

BUY
$305.35 - $393.2 $181,072 - $233,167
593 Added 9.21%
7,034 $2.15 Million
Q2 2022

Aug 15, 2022

BUY
$316.03 - $414.99 $1.37 Million - $1.8 Million
4,349 Added 207.89%
6,441 $2.17 Million
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $445,430 - $550,092
1,193 Added 132.7%
2,092 $858,000
Q3 2021

Nov 15, 2021

SELL
$408.95 - $454.05 $3,271 - $3,632
-8 Reduced 0.88%
899 $382,000
Q2 2021

Aug 16, 2021

BUY
$361.2 - $412.36 $1,083 - $1,237
3 Added 0.33%
907 $372,000
Q1 2021

May 17, 2021

SELL
$305.95 - $361.74 $3,977 - $4,702
-13 Reduced 1.42%
904 $319,000
Q4 2020

Feb 16, 2021

SELL
$313.63 - $364.97 $1,568 - $1,824
-5 Reduced 0.54%
917 $301,000
Q3 2020

Nov 13, 2020

SELL
$333.25 - $378.41 $6,331 - $7,189
-19 Reduced 2.02%
922 $332,000
Q2 2020

Aug 14, 2020

BUY
$234.33 - $333.38 $5,155 - $7,334
22 Added 2.39%
941 $310,000
Q1 2020

May 15, 2020

BUY
$192.05 - $311.16 $4,993 - $8,090
26 Added 2.91%
919 $225,000
Q3 2019

Nov 14, 2019

BUY
$231.48 - $267.75 $206,711 - $239,100
893 New
893 $219,000

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 $163B
  • 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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