A detailed history of Avitas Wealth Management LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 4,025 shares of SPGI stock, worth $2.03 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,025
Previous 4,070 1.11%
Holding current value
$2.03 Million
Previous $1.82 Million 14.55%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Oct 25, 2024

SELL
$446.32 - $527.38 $20,084 - $23,732
-45 Reduced 1.11%
4,025 $2.08 Million
Q2 2024

Jul 24, 2024

SELL
$408.56 - $448.91 $15,116 - $16,609
-37 Reduced 0.9%
4,070 $1.82 Million
Q1 2024

Apr 24, 2024

SELL
$418.48 - $459.72 $12,135 - $13,331
-29 Reduced 0.7%
4,107 $1.75 Million
Q4 2023

Jan 24, 2024

BUY
$342.48 - $441.84 $14,384 - $18,557
42 Added 1.03%
4,136 $1.82 Million
Q3 2023

Nov 02, 2023

SELL
$363.06 - $428.41 $30,133 - $35,558
-83 Reduced 1.99%
4,094 $1.5 Million
Q2 2023

Jul 18, 2023

SELL
$338.83 - $400.89 $5,082 - $6,013
-15 Reduced 0.36%
4,177 $1.67 Million
Q1 2023

May 15, 2023

SELL
$324.79 - $383.16 $8,119 - $9,579
-25 Reduced 0.59%
4,192 $1.45 Million
Q4 2022

Jan 10, 2023

BUY
$286.62 - $362.67 $4,012 - $5,077
14 Added 0.33%
4,217 $0
Q3 2022

Oct 27, 2022

BUY
$305.35 - $393.2 $15,878 - $20,446
52 Added 1.25%
4,203 $1.28 Million
Q2 2022

Jul 29, 2022

BUY
$316.03 - $414.99 $94,492 - $124,082
299 Added 7.76%
4,151 $1.4 Million
Q1 2022

Apr 28, 2022

BUY
$373.37 - $461.1 $1.44 Million - $1.78 Million
3,852 New
3,852 $1.58 Million
Q1 2021

May 13, 2021

SELL
$305.95 - $361.74 $570,290 - $674,283
-1,864 Closed
0 $0
Q4 2020

Feb 26, 2021

BUY
$313.63 - $364.97 $17,249 - $20,073
55 Added 3.04%
1,864 $613,000
Q3 2020

Oct 06, 2020

BUY
$333.25 - $378.41 $21,994 - $24,975
66 Added 3.79%
1,809 $652,000
Q2 2020

Jul 30, 2020

SELL
$234.33 - $333.38 $3,983 - $5,667
-17 Reduced 0.97%
1,743 $574,000
Q1 2020

May 13, 2020

SELL
$192.05 - $311.16 $530,826 - $860,046
-2,764 Reduced 61.1%
1,760 $431,000
Q4 2019

Feb 13, 2020

SELL
$236.44 - $274.38 $945 - $1,097
-4 Reduced 0.09%
4,524 $1.24 Million
Q3 2019

Oct 18, 2019

BUY
$231.48 - $267.75 $6,481 - $7,497
28 Added 0.62%
4,528 $1.11 Million
Q2 2019

Jul 23, 2019

SELL
$208.68 - $231.28 $23,580 - $26,134
-113 Reduced 2.45%
4,500 $1.03 Million
Q1 2019

May 01, 2019

SELL
$164.37 - $210.55 $46,845 - $60,006
-285 Reduced 5.82%
4,613 $971,000
Q4 2018

Feb 08, 2019

SELL
$159.0 - $199.41 $1,272 - $1,595
-8 Reduced 0.16%
4,898 $832,000
Q3 2018

Nov 13, 2018

BUY
$195.39 - $214.78 $84,017 - $92,355
430 Added 9.61%
4,906 $959,000
Q2 2018

Aug 13, 2018

BUY
$186.63 - $208.68 $835,355 - $934,051
4,476 New
4,476 $913,000

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 $164B
  • 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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