Raymond James & Associates’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$394M Buy
762,998
+10,722
+1% +$5.31M 0.24% 70
2024
Q2
$336M Sell
752,276
-5,120
-0.7% -$2.2M 0.22% 77
2024
Q1
$322M Sell
757,396
-1,151
-0.2% -$499K 0.22% 78
2023
Q4
$334M Buy
758,547
+3,415
+0.5% +$1.35M 0.25% 69
2023
Q3
$276M Sell
755,132
-14,386
-2% -$5.66M 0.23% 77
2023
Q2
$308M Buy
769,518
+21,318
+3% +$7.79M 0.25% 71
2023
Q1
$258M Buy
748,200
+34,821
+5% +$12.3M 0.22% 82
2022
Q4
$239M Sell
713,379
-20,939
-3% -$6.9M 0.22% 85
2022
Q3
$224M Buy
734,318
+70
+0% +$25K 0.23% 83
2022
Q2
$248M Buy
734,248
+22,063
+3% +$7.87M 0.24% 75
2022
Q1
$292M Buy
712,185
+368,508
+107% +$150M 0.25% 73
2021
Q4
$162M Buy
343,677
+12,387
+4% +$5.67M 0.13% 146
2021
Q3
$141M Buy
331,290
+3,903
+1% +$1.69M 0.13% 152
2021
Q2
$134M Buy
327,387
+32,118
+11% +$12.3M 0.12% 154
2021
Q1
$104M Buy
295,269
+168,714
+133% +$56.1M 0.11% 170
2020
Q4
$41.6M Buy
126,555
+8,227
+7% +$2.78M 0.05% 345
2020
Q3
$42.7M Buy
118,328
+1,815
+2% +$640K 0.05% 287
2020
Q2
$38.4M Buy
116,513
+11,405
+11% +$3.43M 0.05% 306
2020
Q1
$25.8M Sell
105,108
-8,444
-7% -$2.32M 0.04% 367
2019
Q4
$31M Buy
113,552
+2,895
+3% +$752K 0.04% 397
2019
Q3
$27.1M Sell
110,657
-2,620
-2% -$655K 0.04% 428
2019
Q2
$25.8M Sell
113,277
-10,910
-9% -$2.38M 0.04% 453
2019
Q1
$26.1M Buy
124,187
+18,800
+18% +$3.64M 0.04% 431
2018
Q4
$17.9M Sell
105,387
-19,636
-16% -$3.52M 0.03% 511
2018
Q3
$24.4M Buy
125,023
+25,476
+26% +$5.26M 0.04% 458
2018
Q2
$20.3M Buy
99,547
+7,127
+8% +$1.41M 0.03% 498
2018
Q1
$17.7M Buy
92,420
+1,620
+2% +$299K 0.03% 525
2017
Q4
$15.4M Buy
90,800
+8,438
+10% +$1.38M 0.03% 571
2017
Q3
$12.9M Buy
82,362
+27,391
+50% +$4.16M 0.03% 616
2017
Q2
$8.03M Sell
54,971
-10,095
-16% -$1.4M 0.02% 813
2017
Q1
$8.51M Sell
65,066
-7,049
-10% -$876K 0.02% 767
2016
Q4
$7.76M Sell
72,115
-6,032
-8% -$721K 0.02% 755
2016
Q3
$9.89M Sell
78,147
-9,631
-11% -$1.16M 0.03% 609
2016
Q2
$9.41M Buy
+87,778
New +$9.42M 0.03% 563

Other funds holding SPGI

Raymond James & Associates's SPGI Position: Q3 2024 in Review

Raymond James & Associates increased its S&P Global (SPGI) stake by 1.4% in Q3 2024, buying an estimated $5.31M and bringing the position to 762,998 shares worth $394M. The position accounts for 0.24% of the portfolio, ranked #70.

Raymond James & Associates first reported a position in SPGI in Q2 2016 and has held it in 34 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Raymond James & Associates held 762,998 shares of S&P Global worth $394M as of Q3 2024.
  • Raymond James & Associates bought 10,722 S&P Global shares in Q3 2024, an estimated $5.31M.
  • S&P Global made up 0.24% of Raymond James & Associates's portfolio in Q3 2024, its #70 holding.
  • Raymond James & Associates first reported a position in S&P Global in Q2 2016 and has held it in 34 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.