A detailed history of Kingswood Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,102 shares of SPGI stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,102
Previous 909 131.24%
Holding current value
$1.09 Million
Previous $470 Million 122.93%
% of portfolio
0.08%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$480.36 - $529.17 $573,069 - $631,299
1,193 Added 131.24%
2,102 $1.05 Billion
Q3 2024

Oct 21, 2024

SELL
$446.32 - $527.38 $97,744 - $115,496
-219 Reduced 19.41%
909 $470 Million
Q2 2024

Jul 09, 2024

BUY
$408.56 - $448.91 $33,093 - $36,361
81 Added 7.74%
1,128 $503 Million
Q1 2024

Apr 15, 2024

BUY
$418.48 - $459.72 $60,679 - $66,659
145 Added 16.08%
1,047 $445 Million
Q4 2023

Jan 16, 2024

BUY
$342.48 - $441.84 $308,916 - $398,539
902 New
902 $397 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 $169B
  • 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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.